Remove Certifications Remove Education Remove Onboarding KPIs
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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

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The Ultimate Guide to Customer Education in SaaS: Best Practices, Examples, and Tools

Userpilot

Have you ever wondered why SaaS companies are spending so much on self-service solutions and customer education programs? Launching a customer education program can streamline the customer journey, increase customer retention, and reduce the support costs for your product or service. What is customer education?

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How to Create Client Onboarding Process in Financial Services

Userpilot

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

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11 User Onboarding Tips + How to Easily Implement Them

Userpilot

User onboarding helps users discover features they need to achieve their goals and trains them how to use them. In the article, we share 11 user onboarding tips and show you how to implement them. TL;DR User onboarding is the process of introducing key product functionalities and providing guidance to enable customer success.

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Value-Based Growth in SaaS: Definition, Strategies, and Examples

Userpilot

And does it work with the product-led growth model? A robust customer success strategy enables customers to get the most out of the product. For example, personalized onboarding reduces time to value. To measure the value you deliver, create a system of relevant value metrics, like NPS or Customer Lifetime Value (CLV).

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Best Resources for Customer Onboarding Managers

Userpilot

This guide will introduce you to the best resources available for customer onboarding managers, providing you with a curated selection of valuable materials to enhance your skills and knowledge. Looking to enhance your customer onboarding process and drive product adoption? What does a customer onboarding manager do?

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How to Become a Customer Onboarding Manager [+Tools and Resources]

Userpilot

Embarking on a career as a customer onboarding manager involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer onboarding manager. Looking into tools for customer onboarding managers?