In the past 2 years as a CS, I have been struggling with creating an efficient and simple onboarding process for our new clients.
SaaS B2B platforms can be very intimidating at first and look very complicated to use. Like all companies, we put a lot of effort to hook up new clients.
Our duty as CS managers is to help our new clients get the best from our products. We aim to deliver a fast and clear onboarding so they can benefit from our platform right away. That's how we can ensure better engagement with our product and higher satisfaction level from our end users.
I know this challenge is quite common for CS teams and therefore I was thinking maybe we can share some ideas and inspiration...
This is how we do it - what do you think?