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Get Great SaaS User Onboarding in 2 Months

With our proven user onboarding formula, we’ll plan, build and implement an effective onboarding funnel that will increase free to paid customer conversions so you can confidently grow and scale your SaaS business.

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With TOA you will get a user onboarding process with a clear path to your users Aha moment so they upgrade, stay customers longer and become brand advocates of your product.
Are you leading users on a broken path to success with your product?
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Better user onboarding increases more than just conversions.

A customer focused, value-driven onboarding funnel affects more than just trial to paid conversions-it's the foundation for a scalable and profitable SaaS business.

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higher conversions
Increase free to paid conversions for all new and existing customers

With an onboarding process that gets your users to see the value in your product and upgrade, all without hand holding, you'll see an increase in conversions from your existing traffic.

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increase returning users
Keep more of your paying user

When your users see the value of your product, they’ll keep coming back and become a loyal and active advocate of your product.

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increase revenue & profit
Achieve truely passive revenue

With better onboarding, you’ll get more value out of your current leads, and be confident that any traffic you send either organic or paid will result in a positive ROI.

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Lowered CAC
Spend less money acquiring new customer

As current users use your product more, they’ll continue to grow and achieve success, which means there’s a bigger chance they’ll upgrade to higher plans and add more features and addons to their account.

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Increased LTV
Increase the life time value of each customer

our onboarding won’t end once they convert, it will continue to educate them on new features, tools and add ons based on the actions in your app. This will keep your customers around longer and increase their chances of upgrading while becoming a more valuable customer.

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Increased ARPA
Increase the average revenue per account

our average revenue per account (ARPA or ARPU) will steadily increase as your onboarding helps keep more customers happy and enlighten them on the value of upgrading plans or addons.

What will you get?

Working with TOA will insure you get a high converting onboarding process, fully implemented into your SaaS, while freeing up you and your team’s time to focus on the many other important items on your plate.

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Dedicated Onboarding Team

Dedicated onboarding team that will work directly with you throughout the process

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Onboarding Mapping

We’ll map out your entire user onboarding process

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Content Creation

Write all your onboarding emails, in-app messages and walkthroughs

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Walkthroughs

Build step by step walkthroughs that will lead users to have success

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Event & Funnel Tracking

Identify actionable metrics, triggers, funnels and events to track

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In-Depth Customer Interviews

Conduct customer interviews and work with you on customer development exercises

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ideal Customer Discovery

Help identify your ideal customer and their goals to create the highest converting onboarding process

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Onboarding Tools setup

Setup all onboarding tools you will need, including Intercom, Amplitude, Segment, App cues and Google Tag Manager

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Definitive Proof

Upon completion you’ll have definitive proof that your new onboarding process is converting more free users to paying customers.

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Complete Onboarding, All Done-For-You

Our team will do everything to setup, track and implement your onboarding process outside of anything involving the code of your product

You may need a better user onboarding process if...

  • You don’t have any onboarding
  • Your users require a lot of hand holding to see value in your product
  • You aren’t sure if its working
  • Your churn is increasing monthly
  • You want more users to upgrade
  • Your users don't ever see (or use) core features
  • Your users sign up, login once and never come back
  • Your users often ask how to do simple things in your product
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Our Proven 4-Step Process:

This is our proven 4-step process for creating a successful user onboarding funnel that will attract qualified users, convert them to paying customers, and keep them happy.

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Apply to work with The Onboarding Agency