Client onboarding is an impactful process for a SaaS business. You want to educate your users and tell them about the value of your products and how they will help users achieve their goals. Using this interactive SaaS client onboarding application, you can onboard your new customers effectively and provide them with a good onboarding experience.
With the welcome message feature, you can leave a personalized welcome screen for your customers to start with a positive impression on them.
Using the e-signature tool, your customers can electronically sign your proposal using this checklist. New users can read your company's T&Cs and privacy policies to understand your product. Once the users read the documents, they can mark them as complete and move to the next steps.
In the last section of the SaaS onboarding checklist, customers can fill out the account setup form to sign up. You can collect details like the name and email address of the account admin, project launch date, payment method, and other helpful information. The form builder tool on Clustdoc helps you create form elements to gather further information.
It is time to start using this SaaS client onboarding tool to provide the best SaaS onboarding experience to your new users.