Userguiding vs Spekit: Which Is Better For New Client Onboarding
Which tool is best for onboarding new clients? Userguiding or Spekit? And could there be better in-app onboarding software that would suit your needs better?
Review sites offer so many options that it’s hard to decide which is best.
Your priorities and what functionality you will need from the tool will influence your choice. Additionally, your budget must match the price. Right?
In this post, we’ll discuss exactly that – what the perfect tool for new client onboarding should deliver and which will be the best choice for your company’s needs.
Let’s dive in!
TL;DR
- New client onboarding is a process that’s used to welcome new clients, answer their questions, and ensure they understand what the company or product offers.
- It’s a crucial phase for SaaS companies as good or bad onboarding is a deciding factor for new customers. Either they will continue using the product or will look for alternatives.
- To provide a first great impression and smooth onboarding to your users, you’ll need a solid onboarding tool that will allow you to create interactive walkthroughs to guide new customers, segment them to personalize the customer journey, and send microsurveys to collect feedback and measure customer experience.
- Userguiding and Spekit are user onboarding tools that allow you to build product tours to onboard new customers.
- Though both are good tools in a SaaS market, they are not the right fit for everyone. For example, Userguiding has lots of bugs and performance issues and their Basic plan is so limited.
- When it comes to Spekit, it has limitations to user onboarding flows as it only offers tooltips and modals as part of their flows UI patterns. The tool is also missing advanced analytics.
- There is a better alternative for Userguiding and Spekit. To get more value for your money, try considering Userpilot. It’s a code-free user onboarding tool that offers you a wide range of UI patterns to create interactive and personalized onboarding experiences for new customers. You will also be offered powerful segmentation and analytics functionality to better understand and serve your customers.
Looking for the best tool for new client onboarding? Search no more!
What is new client onboarding?
New client onboarding is a process that involves welcoming new clients, answering their questions, and ensuring they understand what your company offers. It’s usually delivered by Customer Success Managers for high-touch “white glove”client onboarding and may be automated for lower-ACV prosumer customers e.g. in SaaS.
Either way, it’s the time when your company establishes the relationship with your new client/customer, so it’s critical to get things right.
New clients might feel stressed about the onboarding time, wondering about the amount of time it will take them to truly understand and adopt your service/product, and feeling buyer’s remorse – whether they made the right choice and that you’re worth their time and money.
On the flip side, your customer success agents don’t know what the cooperation with the new client will be like, what are the client’s goals, and if it will be really possible to meet their expectations.
Let’s dive deeper into why new client onboarding is important, and how to get it right!
Why should you care about new client onboarding?
The new client onboarding phase is like the first date you may have with a new “romantic interest” – it’s a make-or-break few hours that determine if the next date is going to happen. Likewise, client onboarding may not last long, but it sets the stage for your whole relationship with that client.
Here’s why it’s so critical:
- The onboarding stage is a deciding factor for a lot of your clients whether to continue business with your company or not. According to Hubspot, 63% of customers consider the onboarding process when making a purchase.
- And no wonder – as the first interactions with your team, and whether there’s a lot of friction in the onboarding process or not – determine how your client perceives your company’s service level.
- Based on that, they would probably recommend your product/service to their friends or…not. So client onboarding also affects your Word of Mouth (WOM)
- This means that a bad client onboarding experience will likely leave you with poor reviews. And reviews on review sites like G2 or Capterra are an important deciding factor for most prospects considering your tool.
- Last but not least – the client onboarding phase affects the churn likelihood of your clients. If the goals are not set right in the onboarding phase, the expectations are not managed, and your client does not feel like they are reaching success – they will be more likely to feel disappointed in your product and churn.
Why do you need tools for new client onboarding?
Wondering why you even need a new client onboarding tool? There are several reasons why you may need one:
Let’s face it: you can’t provide a premium onboarding service to every client by hand, especially if you’re growing rapidly, and you’re selling to several client sectors.
And yet – considering what we discussed in the ‘importance of client onboarding’ – you really cannot afford to drop the ball on your ‘smaller’ users. So what can you do? To conduct new client onboarding well and reduce the friction for your new clients, you need the right onboarding tools
Here’s what the right new client onboarding tool that will allow you to do:
- Provide personalized onboarding flows that will be self-serve – will reduce the time your CSMs will need to spend with your clients explaining every feature of your product.
- Segment your users by company size, role, use case, and Job-to-be-done – to make sure you can deliver the right onboarding experiences to the right person, at the right time.
- Easily conduct surveys to understand your users’ goals, motivations, expectations, JTBDs, and desired outcomes.
- Track user journeys with simple user analytics and react to any problems as they arise.
- Provide self-serve support materials right inside your product, in a resource hub.
Your new client onboarding tools will allow you to do all the above synchronously, without having to deploy an army of CSMs on every single client.
Tool’s must-have features for new client onboarding?
Before picking your new client onboarding tool, you should check if it has most of the must-have features of a good onboarding tool:
Here’s what to look for before picking your client onboarding solution:
- Great segmentation capabilities – so you can segment your new clients by size, job to be done, role, use case, etc. – but also by in-app behavior.
- Ability to create no-code microsurveys – so you can easily collect additional information about your new clients that will help you customize their onboarding flows and experience.
- Features for creating no-code in-app experiences for onboarding: onboarding flows, checklists, tooltips, and modals.
- The option to create in-app resource centers for your new clients with multimedia content hubs – including help docs, knowledge base articles, video tutorials, as well onboarding flows. The knowledge hub should be available in-app and searchable by KWs.
- User analytics to monitor new client behavior inside your product, and catch customers that are failing to achieve their goals early – to offer them more personalized “human” support.
Userguiding for new client onboarding
UserGuiding is a lower-cost, entry-level product adoption tool offering a range of features to help companies onboard new customers and boost product adoption.
UserGuiding excels at building simple onboarding experiences for users. It includes a no-code builder, segmentation options, and easily added UI patterns like hotspots, tooltips, and modals.
Although it also has some other goodies like a resource center and analytics, the meat of this product is its onboarding flow builder. If all you’re looking for is a relatively easy way to build simple onboarding flows, this could be a great choice for you. However, people looking for more analytics, customization, or complex integrations should probably look elsewhere.
As a no-code onboarding tool, UserGuiding has numerous features that will help you create onboarding flows for your new customers and guide them throughout their journey.
Here’s what you’ll get when you start using UserGuiding:
- Create interactive product walkthroughs without disturbing your developers as it’s completely code-free.
- Build onboarding checklists and drive customers to the activation point by eliminating the guesswork on what the next step should be.
- Use a variety of UI patterns, like checklists tooltips, modals, and slideouts to prompt the right in-app experience, to the right persona, at the right time in their user journey.
- Add emojis, gifs, images, or videos to customize your onboarding flows and have them match your brand.
Though UserGuiding is a great tool for startups that don’t have much money to invest in an onboarding tool, it has very strict limitations for the Basic plan.
You can only create a maximum of 20 guides, 2 onboarding checklists, and 1 resource center. If you want to create unlimited guides with unlimited UI patterns, you should go for the Professional plan that costs $299.
Pros of Userguiding?
There are some advantages when it comes to choosing UserGuiding. Here are its pros:
- For small startups or independent businesses, the price is an attractive element to consider.
- A good variety of UI patterns to choose from when building flows and guides
- Unlike some of the more expensive options, you can choose to add a Resource Center (a bonus for self-service support).
- For a budget tool, UserGuiding still offers integrations with other applications, such as Mixpanel, Hubspot, Woopra, Slack, Webhook, etc.
Cons of Userguiding?
Though UserGuiding is a solid product many improvements are still needed. The cons of using UserGuiding include:
- There are many bugs and performance issues when using the tool. The UI is also fairly tricky to navigate.
- It has limited functionality, particularly on the basic plan. There you only have a small range of features available – all with the UserGuiding watermark/branding.
- Technical knowledge is required to get the maximum out of this product.
- Customization and design options for UI patterns aren’t the greatest.
What users say about Userguiding?
If you check the product review sites, most people like using UserGuiding.
Here are some reviews from real users:
Creating guides/checklists are easy to implement. It does not take a lot of time to make adjustments when you need to make changes.
You can go live with a simple guide or checklist within minutes. I was able to go live within a few days of getting started. – Administrator in Computer Software
However, some people think there’s too much friction due to bugs. Let’s have a look at some negative reviews to see why users complain about:
It is a bit buggy, sometimes it lags or freezes.
And, some people think that there is still room for improvement:
The analytics felt a little elementary. Other than the Mixpanel integration, it wasn’t possible to analyze user data directly on the UserGuiding dashboard. There was an API we could use that required some set up, but this was something I expected to be baked into the product for sure.- Administrator in Computer Software
Is Userguiding the right fit for your business?
UserGuiding is a great fit for small SaaS businesses but it might be not the right fit if you want to:
- Create fully interactive product tours
- Build segments completely code-free as segmentation features aren’t very intuitive and may require additional help from a developer
- Get in-depth analytics. Though UserGuiding does have analytics functionality, it’s not complex and doesn’t give you much data.
Userguiding pricing
UserGuiding’s pricing model is far simpler than others on our list. There are three tiers, each one charging a set amount for access to certain tools.
Here are its packages:
- Basic will give you access to only the most essential onboarding tools: Starting at $99/mo or $69/mo (if you buy the yearly contract), this budget option has a few limitations to consider (i.e. just 1 Team Member, a limit of 20 guides, and 2 checklists, UserGuiding branding on all UI patterns).
- Professional adds unlimited guides, hotspots, and checklists. Starting at $399/mo or $299 /mo if billed yearly.
- Corporate gives you access to everything plus personalized coaching. Starting at $699/mo or $499.mo for a yearly plan.
There is a better tool for your SaaS than Userguiding!
Spekit for new client onboarding
Compared to the other solutions on the market, Spekit is a digital adoption platform that focuses on employee onboarding rather than user onboarding. Their technology is excellent for using targeted feature adoption flows to quickly familiarize new employees with internal capabilities.
Spekit prides itself on the robustness of its internal database system.
Employees and managers can easily add to, update, and search for information, so everyone is aware of internal best practices. This database can also assist new employees to get up to speed quickly, as they can use the database rather than bugging other employees when they have questions.
Spekit is not a truly user onboarding tool. It’s built to streamline employee onboarding by guiding new employees through 3rd party tools and processes using no-code, step-by-step walkthroughs.
Here’s how Spekit helps with employee onboarding:
- Spekit’s step-by-step walkthroughs help you build flows for guidance. You can create individual onboarding journeys for different teams. However, the variety of UI patterns is limited to tooltips and modals.
- Spekit allows you to record your flows and edit them, or save them as a draft. You can confirm the positioning of steps looks good, make necessary edits to the texts, and delete steps that are not necessary.
- With spotlights, you can push changes, new resources, or updates to your team the moment they need it – directly within their workflows.
- You can use a single flow to guide employees across multiple tools.
All in all, Spekit has good functionality for employee onboarding but is lacking in collecting user sentiment throughout the onboarding process, as it doesn’t support surveys.
Pros of Spekit
Spekit is a useful tool for your employee onboarding needs. Here are the main advantages to consider if you’re still deciding:
- It’s easy to use and easy to install in any web-based application.
- You can create versatile knowledge bases with different formats for different teams.
- Your new employees have answers to their questions in one place. So instead of interrupting other employees’ work, they can easily find what they are looking for with Spekit.
- You can collect a data dictionary that will be available to your users across different apps.
Cons of Spekit
The main downside that comes with Spekit is the absence of feedback collection and more advanced analytics. Here are the main cons of the tool:
- There are some limitations to user onboarding flows as Spekit only offers tooltips and modals as part of their flows UI patterns.
- There are many bugs and performance issues when using the tool. The UI is also fairly tricky to navigate as the tool is on the right-hand side.
- As the tool is missing some advanced analytics, it’s hard to find friction points and solve any issues with user experience.
What users say about Spekit?
On the whole, users feel positive about Spekit – here are some examples summarizing some key points about its features and the value it offers. You can find more reviews on G2 or Capterra.
The in-app guidance using field speks and the ability to view step by step instructions side by side using the sidebar dock have been a game changer for our organization!
The only downside I can think of is the use of the extension. I’ve had to “nag” users over and over again to get them to download it and discover all the magic that comes with it. – Samantha L.
The plug in is intuitive, easy to use and makes finding answers/solutions easy and efficient. For months we had tons of valuable resources and collateral that went untouched because reps didn’t know it existed. Now they have it right at their fingertips.
Our only pitfall was the flows piece. We aren’t able to leverage as easily as we would like.
-Administrator in Information Technology and Services/mid-market.
Most complaints about Spekit are about the upside bar positioning and some implementation issues.
” Great Idea! A bit tougher on the implementation side. ” I like the idea of this platform. It’s essential to train folks where they work. The sales team was very responsive throughout the pre-sales process. Unfortunately, our experience with implementation was nowhere as easy as we thought it would be. The slack integration was inadvertently set up internally before the full implementation. This caused an issue (which is understandable), but it took 4+ weeks for Spekit to determine the root cause. This has still not been addressed, unfortunately. Because of the difficulties with implementation/embedding into our environment, we are focused on one value proposition only: the slack Q&A creation process. We’ve needed to purchase other software that will better meet our needs. – Executive Sponsor in Information Technology and Services / Enterprise
Some users think it still has room for improvement.
“Nice, but needs work“. Customizable content, but we don’t have the capacity for someone to always manage that. Button position is very inconvenient, even though I know I can move it around. Don’t need the sidebar. I would also like to toggle off the buttons near things I have already learned so that I am not always interrupting work flows to click out of a window that I have mistakenly opened. – User in Airlines/Aviation / Mid-market
While other people think it’s overpriced.
“It’s cool, but overpriced in my opinion.” Extremely flexible. Lets us do things we wouldn’t be able to otherwise and is pretty easy to use. It looks a little funny on the screen. Kind of clutters up the screen. It looks a little funny and is too expensive in my opinion. – Administrator in Newspapers
Is Spekit the right fit for your business?
Spekit is a great tool when it comes to employee onboarding but has limited usability. Here are three main reasons why you might consider an alternative.
- If you have 1000+ employees, paying 20 $ per user monthly can be a bit costly.
- Spekit focuses on employee onboarding but in most cases, you will need another tool that will provide you with in-depth analytics. There are other tools that are truly no-code.
- Spekit has a fairly tricky UI to navigate as users have encountered performance issues when using the tool.
- If you want to create more contextual onboarding with different segments, you might want to consider an alternative tool.
Spekit pricing
Spekit charges 20 $ per person monthly so it’s more suitable for small to midsize businesses. It also doesn’t provide a free trial or a freemium version of its features.
Some features such as seismic integration, knowledge checks, and knowledge check analytics are sold as add-ons that come with an extra fee.
There is a better tool for your SaaS than Spekit!
Is there a better alternative for new client onboarding?
Userguiding and Spekit are good tools for new client onboarding. We’ve seen how they compare to each other and what you can achieve with them. Call us biased, but if you’re looking for something better, Userpilot offers more value for your money than these tools.
Userpilot for new client onboarding
Userpilot is a powerful product adoption platform that enables you to quickly build personalized, flexible, contextually relevant in-app experiences targeted to different user segments – all without writing a line of code.
Userpilot was built specifically for SaaS product teams that want to improve their user onboarding experience and boost user activation.
You can build a huge variety of user onboarding experiences and in-app guidance flows without needing to code.
Here’s what you’ll get when you start using Userpilot:
- Forget about coding in-app experiences: Userpilot is a no-code solution and only requires your dev to install a line of javascript inside your app and for you to download a chrome extension that opens up the visual builder.
- Build in-app flows using the largest range of UI patterns (modals, slideouts, tooltips, hotspots, banners) and in-app onboarding experiences (checklists, microsurveys, NPS surveys, in-app resource center)
- Get access to a built-in NPS tool for collecting and analyzing user sentiment so you can improve your onboarding process based on real data.
- Create and track combinations of in-app events like clicks, hovers and form fills, and then analyze all these interactions under your own custom events, which can be built without code or API calls.
- Use advanced product analytics and in-app flows analytics to identify where users need help and create granular user segments to trigger in-app experiences contextually (segment based on user identification data, in-app engagement, custom events, clicks, hovers, form fills, user feedback responses, NPS scores and more)
- Enhance the onboarding experience with in-app help by launching a Resource Center directly inside your app. Add in-app guides, and video tutorials, and give users access to search the knowledge base or reach out to support. Self-service has never been easier.
The best user onboarding is contextual and it happens right where the users need it, inside your app. There isn’t a better user onboarding tool out there that offers more value for the money than Userpilot.
Schedule a demo with our team and get ready to build the best onboarding experiences your users have seen.
Pros of Userpilot
Userpilot has a number of advantages, especially for mid-market SaaS companies looking for a robust but at the same time very easy-to-use, no-code tool for user onboarding, product adoption, and simplified product analytics. Let’s have a look at the pros of using Userpilot:
- No-code builder – Userpilot comes with an easy-to-use Chrome Extension builder.
- Multiple UI patterns – choose from a range of options to build customized flows: modals,
- slideouts, banners, tooltips, hotspots, and checklists are all at your disposal.
- UI patterns are not limited by plan – you get access to all of them on every single plan, meaning you get value even with the Traction plan (this is the entry-level one).
- Engaging walkthroughs and onboarding flows- build interactive walkthroughs targeted to distinct user segments.
- In-app help – build a resource center offering self-service support to your users, customize it with your branding, and select from a range of help options to boost user satisfaction (i.e. videos, in-app flows, chat, and more).
- Experimentation – built-in A/B testing for flows lets you explore and quickly iterate based on direct user behavior.
- Powerful feedback options- integrated NPS surveys with analytics and response tagging unlock insight into how your users feel.
- Advanced analytics and segmentation- analyze product usage and in-app flow engagement and build user segments using the data.
- Event tracking and feature tags- tag UI engagement (clicks, form fills, hovers) and group them into one custom event to track what really matters.
- More value with integrations- unlock value faster with built-in integrations with popular tools like Segment, Amplitude, Mixpanel, Kissmetrics, Intercom, Heap, and more.
Cons of Userpilot
Userpilot has a number of advantages, especially for mid-market SaaS companies looking for a robust but at the same time very easy-to-use, a no-code tool for user onboarding, product adoption, and simplified product analytics. Let’s have a look at the pros of using Userpilot:
- No-code builder – Userpilot comes with an easy-to-use Chrome Extension builder.
- Multiple UI patterns – choose from a range of options to build customized flows: modals,
- slideouts, banners, tooltips, hotspots, and checklists are all at your disposal.
- UI patterns are not limited by plan – you get access to all of them on every single plan, meaning you get value even with the Traction plan (this is the entry-level one).
- Engaging walkthroughs and onboarding flows- build interactive walkthroughs targeted to distinct user segments.
- In-app help – build a resource center offering self-service support to your users, customize it with your branding, and select from a range of help options to boost user satisfaction (i.e. videos, in-app flows, chat, and more).
- Experimentation – built-in A/B testing for flows lets you explore and quickly iterate based on direct user behavior.
- Powerful feedback options- integrated NPS surveys with analytics and response tagging unlock insight into how your users feel.
- Advanced analytics and segmentation- analyze product usage and in-app flow engagement and build user segments using the data.
- Event tracking and feature tags- tag UI engagement (clicks, form fills, hovers) and group them into one custom event to track what really matters.
- More value with integrations- unlock value faster with built-in integrations with popular tools like Segment, Amplitude, Mixpanel, Kissmetrics, Intercom, Heap, and more.
What users say about Userpilot
Let’s check what real users like about Userpilot.
Userpilot is an incredible, user-friendly software that allows us to create unforgettable experiences for our clients! From basic to complex experiences, we have been able to do them all with ease! I would highly recommend this software to anyone who wants to provide their clients or users with the best product tour experience. The possibilities of what you can create are endless! – Tayla G.
Userpilot is simple to set up, use, and does not require any dev – which means instant publishing. This is critical for us as a SaaS company that releases new features frequently; we need the ability to inform our customers of changes quickly, and doing this in our platform through Userpilot allows us to reach the right audience, at the right time, in the right place. There have been many awesome extra features we’ve discovered since coming on board, and it’s been great to see new features released frequently. The tool itself is intuitive and reliable. Having used similar products previously that were clunky and buggy this has really made us happy with our decision to move to Userpilot. – Melina K.
Get more value for your money with Userpilot!
Userpilot pricing
Userpilot’s transparent pricing ranges from $249/month on the entry-level end to an Enterprise tier for larger companies.
Furthermore, Userpilot’s entry-level plan includes access to all UI patterns and should include everything that most mid-market SaaS businesses need to get started.
Userpilot has three paid plans to choose from:
- Starter: The entry-level Starter plan starts at $249/month and includes features like segmentation, product analytics, reporting, user engagement, NPS feedback, and customization.
- Growth: The Growth plan starts at $749/month and includes features like resource centers, advanced event-based triggers, unlimited feature tagging, AI-powered content localization, EU hosting options, and a dedicated customer success manager.
- Enterprise: The Enterprise plan uses custom pricing and includes all the features from Starter + Growth plus custom roles/permissions, access to premium integrations, priority support, custom contract, SLA, SAML SSO, activity logs, security audit, and compliance (SOC 2/GDPR).
Conclusion
That’s it. Now it should be easier to choose between Userguiding and Spekit. Since both tools have advantages and disadvantages, there isn’t a better one.
Our recommendation is to choose the alternative option if you are looking for the best value for money based on your product and current requirements.
Would you like to see how Userpilot can help you with client onboarding? Click here to schedule a demo.
There is a better tool for your SaaS than Userguiding!
