software business blog

5 Simple Steps for Building an Effective Customer Onboarding Program

Imagine you just signed up (and paid!) for a new SaaS product—accounting software, perhaps. You get an email with your login information, but not much more on how to get started. You log in and click around a bit, but there’s no product walkthrough and you’re confused about what to do next. You don’t want to manually enter your existing information (what a chore!)—you want to import it from another tool. The product promised...