Live Strategy Session: Your SaaS Customer Onboarding

January 27, 2021

(Coming Soon)

Georgiana Laudi & Claire Suellentrop

Forget The Funnel

Once you've 1) identified your SaaS' most critical KPIs, and 2) set growth goals tied to improving your customers' experience, you can finally zoom in and identify which experiments or campaigns are most likely to help you reach your revenue goals.

Which brings us to a pattern we've noticed in our own work with SaaS companies, and in conversations happening between our Pro members: lately, so many SaaS companies are (rightfully!) focused on improving their customer onboarding.

Given that it's a new year, we're switching things up this month. We're inviting YOU, our Free and Pro members, to send us your customer onboarding and we'll review it for you live on Wednesday, January 27 at 10am PT / 1pm ET / 6pm UTC.

In this live strategy session, we'll discuss the specific tactics you can leverage in your SaaS' customer onboarding, to rapidly turn new customers (whether freemium or trial) 🐛 into lifers. 🦋

Want your customer onboarding reviewed?

By Monday, Jan 25 at 10am PT / 1pm ET / 6pm UTC, email us@forgetthefunnel.com with...

  1. Your SaaS website
  2. Your ideal target customer
  3. A screencast of your new free/trial user product onboarding (using a tool like Loom, etc)
  4. Your welcome/onboarding email sequence (via screenshots, a Google Drive folder, etc)
  5. What you think your customers' "aha" moment is with your product

Live sessions like these are for members only, so make sure you're signed up (free!) below.

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Georgiana Laudi & Claire Suellentrop

When it comes to growing multi-million dollar SaaS businesses, we’ve seen what works. Both separately and together, we've built best-in-class brands from the ground up and played key roles in revenue growth. While our background stories may differ — Gia’s a Canadian who’s been marketing since 2000; Claire’s an American whose marketing career began in 2012 — we’re united in wanting to support those growing SaaS companies, and to provide resources they need to step up as strategic leaders. You can learn more about us here.

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Georgiana Laudi & Claire Suellentrop

When it comes to growing multi-million dollar SaaS businesses, we’ve seen what works. Both separately and together, we've built best-in-class brands from the ground up and played key roles in revenue growth. While our background stories may differ — Gia’s a Canadian who’s been marketing since 2000; Claire’s an American whose marketing career began in 2012 — we’re united in wanting to support those growing SaaS companies, and to provide resources they need to step up as strategic leaders. You can learn more about us here.

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