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Each SaaS enterprise faces the identical problem: how one can get new clients to appreciate the worth their product can ship, as shortly as potential.
With that in thoughts, easy, efficient onboarding is a must have inside any product, and an important factor of buyer adoption and retention. However it may be surprisingly troublesome to successfully talk the steps your clients have to take.
Enter Intercom Checklists: a next-level strategy to onboarding that guides your customers by way of a specified set of duties to deeply interact them and present worth in a structured, progressive method.
Why Checklists?
Checklists have lengthy been a well-liked method to present clients the ropes inside your product, and information them to that “aha” second in a gentle, clear method. We will all relate to the satisfaction of ticking one thing off our to-do lists, and checklists provide clients the possibility to hit essential product milestones at their very own tempo, with their very own objectives in thoughts.
From talking with our clients, we knew that a lot of them had been already utilizing some type of checklists to onboard and have interaction their clients. However utilizing customized checklists, or making an attempt to combine exterior guidelines suppliers, meant these checklists had been troublesome to construct and preserve, and lacked the customizability and focusing on that our clients wanted to fulfill their customers’ onboarding wants. Not solely that, connecting the dots to observe person progress, or studying extra about how they used the product, was extraordinarily complicated.
We knew we may do higher.
We constructed on the facility of in-app messaging
At Intercom, we imagine in-app messages are essentially the most private, contextual method to introduce your clients to new options or processes inside your product. However when merchandise – and buyer wants – turn into greater and extra complicated, how are you going to improve the facility of in-app messaging to successfully scale your onboarding course of, and be part of the dots to make sure a clean, pleasant buyer journey?
Checklists present an attractive, contextual and scalable onboarding expertise, enabling you to focus on, personalize, and customise content material to fit your person’s distinctive wants as they progress by way of your product.
What’s totally different about Intercom Checklists?
We’ve labored to take away friction, clunkiness, and context-switching from the onboarding course of, creating seamless, customized journeys that construct buyer loyalty. Checklists makes issues easier on your crew and your clients within the following methods:
No-code setup
Our codeless builder means you can arrange, edit, or construct on Checklists in minutes with out recruiting the assistance of engineers.
“The Checklists function has been a terrific addition to how we onboard customers to the Compass developer expertise platform from Atlassian. The codeless builder makes it straightforward to arrange and add content material to the guidelines, which gives a greater onboarding for builders seeking to intuitively perceive the well being of their companies and see all of their dependencies in a single place.” – Matt Boulton, Product Designer, Compass by Atlassian
Delivered in-context
Present and clarify your clients’ subsequent steps in a method that is smart, by delivering steerage instantly throughout the product by way of the Messenger. And, for a smoother model really feel, customise your checklists to appear like the remainder of your product.
Efficient actions by way of efficient integrations
Checklists connects along with your present Product Excursions, Articles, movies, and extra, so you may help a variety of actions and studying types – all inside your product.
Personalised onboarding expertise
A “one measurement suits all” expertise typically suits no-one. Checklists lets you tailor your clients’ onboarding expertise by person segments equivalent to pricing plan, persona, lifecycle stage, and extra – to make sure your clients are following the product journey that is smart for his or her wants.
Automation maximizes completion charges
Hold customers up-to-date with the progress they’ve made and enhance their engagement within the course of by routinely ticking steps off the Guidelines as they full them utilizing person knowledge you’re monitoring in Intercom.
Measure and optimize with ease
Monitor your Checklists’ efficiency and spot alternatives to drive larger engagement with detailed step evaluation and A/B testing. Hold monitor of what’s working and never working over time so to proceed to optimize your onboarding and attain new heights of buyer activation and retention.
Don’t imagine us? Ask our clients
Again in October, we opened our beta, aiming to recruit round 500 clients so we may see if this product solved the actual and urgent buyer downside we hoped it could. Ultimately, greater than 2,000 clients signed up, and we realized demand for a system of delivering seamless product-led onboarding was even greater than we’d realized.
We’re excited to see how Checklists can assist you are taking your onboarding course of to the following degree. If you happen to’re already a buyer and need to get began with Checklists, be taught extra right here. Alternatively, discover out extra about how we take into consideration onboarding at Intercom.
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