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Onboarding

Onboarding emails didn’t work? Use the Close email drip campaign to sell.

Onboarding emails didn’t work? Use the Close email drip campaign to sell.

Some people buy. Some will never buy. Some need the product but didn’t buy. How do you convert that last group of people? Close is the sales tool built by sales professionals and their founder’s weekly emails are the near perfect conversion tool. They’re emails that link

Pardeep Kullar
Pardeep Kullar
Onboarding

12 Companies Show You How To Perfect Your Onboarding UX

The need for effective UX Onboarding is essential for your company's reputation and growth. In this roundup you will learn valuable advice from companies that have tried and tested different approaches to achieve the best onboarding UX. Essential read: The One Simple Way to Reduce Customer Churn Rate? Netflix Also

Minh Saggers
Onboarding

10 Finance Companies Show You Their Best Client Onboarding Strategies

Client onboarding can be challenging, time consuming, costly and you are never guaranteed success. After reading this article you’ll know of some of the smartest onboarding strategies out there including how to help customers see it as a single process and giving them the anywhere and anytime access they

Anna Weingarten
Onboarding

9 Things I Wish I Knew Before Designing our Onboarding Email Flow

Hours of designing condensed into a four-minute read that will save you a great deal of pain Design is frustrating. It’s hair pulling, stay up til 1am thinking about it, frustrating. It’s also slightly (extremely) terrifying knowing that once you put it out there, hundreds of people will

Minh Saggers
Onboarding

Why User or Customer Onboarding is so Important — Lincoln Murphy

A summary of “Why Customer Onboarding is so important” by Lincoln Murphy. Discover the true value of the onboarding process from the customer success consultant and author of ‘Customer Success: The Definitive Guide’. Find more Lincoln Murphy articles on Sixteen Ventures. Transcribed by Upscope -‘See your user’s screen

Pardeep Kullar
Pardeep Kullar
Onboarding
27 Companies Show you their Best Onboarding Emails

27 Companies Show you their Best Onboarding Emails

This roundup includes links to their full email templates for onboarding and specific lessons these companies have learned and collated. Essential resource: If you Support Customers using Intercom, Zendesk, LiveChat or similar Adding Pictures Changes Everything Also see: 9 Hacks Companies use with Intercom And: The Practical Guide to User

Natasha Hoke
Natasha Hoke
Onboarding