The From Welcome to Wow playbook outlines how SaaS companies can transform onboarding into a growth driver by blending digital education with human touch. Using Donna Weber’s Orchestrated Onboarding framework, it maps six stages—embark, handoff, kickoff, adopt, review, and expand—showing how to set expectations early, ensure smooth knowledge transfer, and drive product adoption. It stresses building structured learning paths, setting milestones, and personalizing journeys through segmentation by industry, use case, or service level. Success is tracked with KPIs like TTFV, activation, and retention, while “everboarding” keeps customers engaged long-term.

Join for free to read