Onboarding

We help you design and implement onboarding programs that enable fast and efficient customer activation. Our approach ensures that every new user understands your product’s value, quickly adopts key features, and is set up for long-term success. By combining automation, playbooks, and personalisation, we turn onboarding into a growth lever rather than a bottleneck.

 

Our process begins with a comprehensive audit of your current onboarding experience, including welcome emails, product tours, success criteria, and handoffs. We identify where drop-offs occur, where clarity is lacking, and where automation can enhance efficiency. Then, we collaborate with your team to co-create a customer-centric journey that can scale with your business.

 

Additionally, we provide templates, messaging guides, and best practices based on our experience with leading SaaS companies. These resources ensure consistency across customer segments and roles while remaining flexible enough to tailor to various customer needs.

 

Finally, we incorporate AI and automation strategies to help your team scale onboarding without compromising quality. From LLM-powered onboarding assistants to automated goal tracking, we help you minimise manual work and focus more on strategic engagement.