Product
Pricing
STACK
INFLECTION + MARKETO
INFLECTION + HUBSPOT
INFLECTION + SNOWFLAKE
INFLECTION + SALESFORCE
INFLECTION + SEGMENT
RESOURCES
PLGTM: THE ONLY EVENT FOR PRODUCT-LED GTM
SAAS ONBOARDING EFFECTIVENESS ASSESSMENT
THE ULTIMATE GUIDE TO MASTERING PRODUCT ONBOARDING
REPORT: THE STATE OF PLG 2023
REPORT: THE SECRETS TO >100% NRR
THE ULTIMATE GUIDE TO PLG COMMUNICATION THAT CONVERTS
125 MARKETING-DRIVEN PLG ACTIVITIES
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Step 1/7
SaaS Onboarding Effectiveness Assessment
Start the assessment
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Approximate time to complete: 2 minutes
Step 2/7
Customer Sign-up Experience
Select one option from below.
Online signup option is not available
Online signup is available but requires manual provision
Offers fully self-serve sign up experience
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Step 3/7
Initial experience after sign-up
Please select one option from below.
Taking the users into the product without any guidance or onboarding assistance
Offers a basic onboarding workflow or wizard
Offers a comprehensive onboarding workflow or wizard with proper guidance on every step of the journey
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Step 4/7
Email delivery
Select one option from below.
No onboarding emails sent to users
Sends time-based welcome and setup emails to users
Sends product activity-based emails to users
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Step 5/7
Personalization
Select an option from below.
Generic/one-size fits all communication
Offers some level of single pivot customization
Offers account-based personalization
Offers fully tailored personalized communication based on individual user needs using product activity data
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Step 6/7
Customer communication
Select all the options that are relevant to you.
Clear
Sends an email within 1 minute of signing up outlining next steps
Clear
Sends upsell emails before account setup is complete
Clear
Sends in-app notification for important updates and alerts
Clear
Product specialist reaches out to help with setup
Clear
Sales team reaches out to sell before setup is complete
Clear
Sender address in the format ‘
noreply@email.com
’
Clear
Sender address is a person’s email address
Clear
Sender address is generic aliases like
marketing@email.com
,
sales@email.com
, etc.
Clear
Communication to encourage users to invite others to the product
Clear
Communication for reminding users about the remaining time on the trial plan
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Step 7/7
One final step before generating your scorecard
Number of Employees
< 100 employees
100 - 300 employees
300 - 1,000 employees
> 1,000 employees
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0
0
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