User Pilot

OCTOBER 31, 2024

These issues might range from low engagement with specific features to a high churn rate or poor user onboarding. For instance, let’s say you find that users aren’t realizing the value of your product. Start by identifying the top problems that your company faces, especially ones where you already have some data.

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

User Pilot

NOVEMBER 14, 2024

Customer expansion drives recurring revenue and long-term growth. By increasing the value provided to existing customers through different expansion tactics, companies can reduce churn and enhance customer lifetime value. Start by segmenting them based on their use cases.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. The process establishes the foundation for the bank-customer relationship. Let’s dive right in!

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

JANUARY 31, 2023

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

Onboarding 98

Onboarding Underperforming Technical Team Software Review Technical Review 98

User Pilot

JUNE 4, 2024

As a product manager, you probably already understand the importance of a great onboarding UX design and its importance for customer journey optimization and user retention. In this article, though, our focus is on how you can improve the user onboarding process for your users. Onboarding surveys. Product tours.

Onboarding 98

Onboarding SaaS User Experience Customer Lifetime Value 98

User Pilot

FEBRUARY 27, 2023

User onboarding is one thing that can make or break your product. You get it right, and your customer base and revenue constantly grow. Get it wrong and your product will be plagued by churn, declining revenue, and poor customer reviews. That’s what we explore in this complete guide to user onboarding.

Onboarding 105

Onboarding Customer Lifetime Value Underperforming Technical Team Engagement 105

User Pilot

FEBRUARY 28, 2023

No-code onboarding is all about building product experiences that boost retention and adoption using no-code software solutions. In this article, we’ll cover: What user onboarding is and how no-code tools make building flows faster and easier. The six-step process for building your onboarding process.

Software Review 98

Software Review Onboarding SaaS Social Media 98

User Pilot

FEBRUARY 20, 2023

In SaaS, smooth user onboarding is essential to engage and activate users. But what are some good user onboarding examples that can explain this better? In this article, we’ll cover what user onboarding is, why it’s important for SaaS businesses, and how successful companies have implemented it. Just like Lemlist.

Onboarding 98

Onboarding Customer Lifetime Value User Experience Entertainment 98

Intercom, Inc.

APRIL 14, 2020

As Des points out, the temptation to focus on customer acquisition can distract from the importance of focusing on retention, a focus that needs to start from onboarding and continue coherently from there. But improving your retention rate by 1% extends customer lifetime value and increases your bottom line by around 7%.

Retention 245

Retention Customer Lifetime Value Churn Acquisition 245

User Pilot

NOVEMBER 7, 2024

Journey mapping & management : Visualize the customer journey to identify key touchpoints and optimize engagement strategies, ensuring a personalized experience throughout their lifecycle. out of 5 stars Pricing : Only available upon request, but customer reviews suggest basic pricing starts at $15,000 per year. G2 rating : 4.4

Customer Success 105

Customer Success Enterprise Software Review Startup 105

User Pilot

APRIL 28, 2023

Have you ever abandoned a product due to poor customer onboarding? If your users aren’t activating or adopting your product, you likely don’t have a proper customer onboarding strategy, or it’s not doing what it should. You should gather data from your customers by using in-app surveys.

Onboarding 98

Onboarding Software Review Technical Review SaaS 98

User Pilot

JANUARY 16, 2024

The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.

Onboarding 105

Onboarding AI Retention Scale 105

Intercom, Inc.

SEPTEMBER 10, 2020

As an example, Mark refers to his friend, David Cancel, who founded Drift – in its early days he personally flew to onboard customers that were paying $50 a month. It is so hard to invent the business idea one day, and to literally get 80% of your people you sell to to realize the value. When to optimize for scalability.

Scale 226

Scale Scaling Sales Recruiting Sales Hiring 226

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. What is SaaS onboarding? Why do you need a SaaS onboarding strategy?

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

User Pilot

FEBRUARY 20, 2023

The trickiest but most rewarding stage of the customer journey is user onboarding. If you make a good first impression with new users, you’ll make the rest of the process easier for your customer success team and reduce churn in the process. What is a user onboarding email? What is an onboarding email sequence?

Onboarding 98

Onboarding SaaS Churn Customer Lifetime Value 98

ChurnZero

APRIL 25, 2025

Customer teams have more data at their fingertips than ever before. Onboarding and retention strategies are standard practice. What do our CS leaders and teams do with mountains of historical, behavioral, and customer journey data? And the shift to better integrate CS and sales is well underway. Where can you start?

Forecasting 52

Forecasting Customer Success Payments Data 52

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? Not all of your customers have the same jobs to be done or are in the same stage of the customer journey. This makes it crucial to segment customers based on their common characteristics and personalize the experience for each segment.

Onboarding 94

Onboarding SaaS User Experience Engagement 94

User Pilot

JULY 22, 2023

Let’s dive in to find out and also discuss how you can improve both your customer acquisition cost and lifetime value. TL;DR Customer acquisition cost (CAC) is the money a business spends on acquiring new customers. What is customer acquisition cost (CAC)? What is customer lifetime value (LTV)?

Acquisition 94

Acquisition Customer Lifetime Value Onboarding Retention 94

User Pilot

MARCH 9, 2025

User interviews: Conduct in-depth one-on-one conversations with customers for personal insights about a product or issue. E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Let’s go back to the goal of improving onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

User Pilot

JUNE 28, 2023

Use customer satisfaction metrics, such as customer effort, NPS , and customer satisfaction score, to help measure customer experience ROI. Business growth metrics, such as customer retention rate , customer churn rate, and customer lifetime value , can be used to measure customer experience ROI.

Customer Lifetime Value 98

Customer Lifetime Value Software Review Scale Retention 98

User Pilot

MAY 2, 2024

TL;DR Customer retention is the ability to keep your customers actively using their products. It’s crucial for SaaS businesses because it drives revenue growth, increases customer lifetime value , reduces customer acquisition costs , and fosters positive word-of-mouth marketing.

Retention 111

Retention Metrics Strategy Scale 111

Valuize Consulting

APRIL 4, 2025

Consider a company that discovers, through time data, that its high-value enterprise clients in the healthcare sector consistently require longer onboarding due to compliance-related complexities. This data allows you to identify high-cost segments and analyze whether the revenue generated justifies the investment.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

User Pilot

DECEMBER 23, 2023

It also allows you to increase customer lifetime value and the overall profitability of the product. The goal of primary onboarding is to activate users by showing them how to use key features, while secondary onboarding allows them to discover more advanced features and realize the full value of the product.

Retention 104

Retention Customer Lifetime Value Social Media Churn 104

User Pilot

JANUARY 28, 2024

The activation rate reflects the effectiveness of the onboarding process and product experience , critical for user retention. Time-to-Value measures how quickly users experience value, key for improving onboarding and reducing churn. Product performance metrics: Time to Value.

Metrics 105

Metrics Customer Lifetime Value Business SaaS 105

User Pilot

OCTOBER 5, 2023

This metric helps SaaS companies choose the most effective customer acquisition channels , diagnose inefficiencies in customer retention strategies , and inform pricing decisions. Additional metrics to track alongside the CAC payback period include Customer Lifetime Value (CLV or CLTV) and the LTV:CAC ratio.

SaaS Payments 105

SaaS Payments Customer Lifetime Value Acquisition Payment Solutions 105

User Pilot

NOVEMBER 6, 2023

TL;DR Customer growth is the expansion of a company’s customer base over time. To calculate CLV , multiply the customer value by the average customer lifespan for your product. However, the formula provides a good estimate and can guide decisions like how much to invest in driving customer growth.

Customer Lifetime Value 103

Customer Lifetime Value Retention Churn Acquisition 103

Blulogix

NOVEMBER 13, 2024

Margin analysis helps assess whether these discounts lead to increased customer lifetime value or simply erode margins without significant returns. For MSPs and SaaS companies, offering discounts on recurring subscriptions can have a long-term impact on profitability.

Customer Lifetime Value 59

Customer Lifetime Value Compensation Payment Features Subscription 59

User Pilot

DECEMBER 19, 2023

TL;DR As the name suggests, SaaS account management is the process of managing customer relationships. Strategic account management increases customer lifetime value , drives up referrals and revenue, and reduces customer churn. A few of these are: Try to better understand customers by mapping their user personas.

SaaS Payments 103

SaaS Payments Management Customer Lifetime Value SaaS 103

User Pilot

MAY 2, 2024

Create an omnichannel engagement strategy to deliver a consistent experience across all customer touchpoints. Personalize the customer experience , for example, through tailored onboarding. Identify the happy paths of power users through analytics and replicate them for new customers. Personalized onboarding flow.

Retention 105

Retention Marketing Customer Lifetime Value Onboarding 105

User Pilot

MAY 9, 2024

Investing in customer happiness comes with tons of benefits, including: Increased customer satisfaction. Positive word of mouth from loyal customers. Increased customer lifetime value. Better competitive edge , making it easier to attract new customers. Better retention rates.

Customer Lifetime Value 105

Customer Lifetime Value Benchmarks AI Search Onboarding 105

User Pilot

MARCH 14, 2024

You can use customer analytics to create targeted marketing campaigns, inform product development, and reduce churn , among other things. Benefits of analyzing customer data: Understand customer behavior patterns. Increase customer lifetime value. There are four categories of customer analytics categories.

Customer Lifetime Value 105

Customer Lifetime Value SaaS Underperforming Technical Team Churn 105

User Pilot

JULY 27, 2023

This article will cover the 14 metrics to track to help you increase your customer lifetime value. TL;DR Measuring product adoption helps increase customer lifetime value and informs decisions on what to change in your product adoption strategy and onboarding process.

Metrics 97

Metrics Customer Lifetime Value Software Review SaaS 97

User Pilot

APRIL 16, 2024

TL;DR A product experience strategy is a set of tactics focused on enhancing user interaction with the product to improve satisfaction, retention , and value. Reduce customer churn : Since engaged, customers become loyal customers. Visualize the data to quickly identify gaps, friction points, and areas for improvement.

Strategy 105

Strategy Customer Lifetime Value Onboarding User Experience 105

Incredo

JUNE 25, 2019

When your software has the potential to attract millions of users (doesn’t work when it’s designed for a tiny niche as only a small number of freemium users will turn into paying customers). When your freemium plan limitation is in the usage (doesn’t work when your users don’t test the real value of your software in your freemium).

SaaS 236

SaaS Pricing Software Review Acquisition 236

Chart Mogul

JANUARY 9, 2025

Sales reps might lean on tailored offers or customized contract terms to lock in high-value customers. Onboarding Once the contract is signed, its time to get the new customer up and running. Managing the customer onboarding process within ChartMogul CRM.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

User Pilot

SEPTEMBER 4, 2024

It provides insights into the effectiveness of your onboarding process and the attractiveness of your product value proposition. Number of total users vs. customer engagement score Total user count is a vanity metric because it doesn’t reflect how actively users engage with your product. North Star Metric.

Product Marketing 105

Product Marketing Metrics Customer Lifetime Value Social Media 105

User Pilot

FEBRUARY 9, 2023

Finally, we look at some excellent examples of its implementation for SaaS onboarding and relevant metrics. Slack uses empty states to prompt user engagement , while Notion uses them for onboarding checklists and video tutorials. ConvertKit uses branched flows to make sure the onboarding experience is relevant.

Strategy 98

Strategy Scale Customer Lifetime Value Onboarding 98