{"id":114052,"date":"2024-09-15T22:04:06","date_gmt":"2024-09-15T22:04:06","guid":{"rendered":"https:\/\/userpilot.com\/blog\/saas-customer-onboarding-templates\/"},"modified":"2026-04-03T09:40:50","modified_gmt":"2026-04-03T09:40:50","slug":"saas-customer-onboarding-templates","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/saas-customer-onboarding-templates\/","title":{"rendered":"11 SaaS Customer Onboarding Templates To Inspire Your Own Process"},"content":{"rendered":"<p>You must use tried and tested frameworks if you want to consistently create <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\" target=\"_blank\" rel=\"noopener noreferrer\">compelling onboarding experiences<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/userpilot-for-mobile-onboarding\/\" target=\"_blank\" rel=\"noopener\">mobile onboarding flows<\/a>, and that&#8217;s where SaaS customer onboarding templates come in.<\/p>\n<p>Templates will save you time and help you focus more on optimizing the user experience to drive long-term retention.<\/p>\n<p>We&#8217;ve outlined 11 onboarding templates suitable for the different onboarding stages. Let\u2019s go through them and get inspired to create yours.<\/p>\n<h2 id=\"ht6o\"><strong>What is an onboarding template?<\/strong><\/h2>\n<p>An onboarding template is a broad term referring to anything that outlines a framework or process for tasks and activities to be performed during <a href=\"https:\/\/userpilot.com\/blog\/best-user-onboarding-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a>.<\/p>\n<p>The template could be a SaaS <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding checklist<\/a> with onboarding tasks, a list of tactics, or an <a href=\"https:\/\/userpilot.com\/blog\/customer-engagement-model\/\" target=\"_blank\" rel=\"noopener noreferrer\">engagement model. <\/a><\/p>\n<h2 id=\"fm1a4\"><strong>Successful customer onboarding process template for the entire customer journey<\/strong><\/h2>\n<p>The best onboarding flows get users to the Aha! Moment as fast as possible. Doing this ensures customers quickly <a href=\"https:\/\/userpilot.com\/blog\/value-realization\/\" target=\"_blank\" rel=\"noopener noreferrer\">realize the value<\/a> of your product and become convinced to adopt it.<\/p>\n<p>To nail the Aha! Moment, start by defining your <a href=\"https:\/\/userpilot.com\/blog\/product-positioning-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">product positioning<\/a> and make your messaging consistent so customers don\u2019t get confused.<\/p>\n<p>Next, decide on whether to use a<a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\"> frictionless or friction-based sign-up flow<\/a>\u2014it depends on how complex your software is. Sometimes it\u2019s better to add a bit of friction.<\/p>\n<p>After settling the above steps, you\u2019re ready for primary and continuous onboarding (more on that shortly).<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/notion-userpilot-saas-customer-onboarding-template_e875198bce3df0462fc0297fcd9b9d61_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/notion-userpilot-saas-customer-onboarding-template_e875198bce3df0462fc0297fcd9b9d61_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/notion-userpilot-saas-customer-onboarding-template_e875198bce3df0462fc0297fcd9b9d61_800.png\" alt=\"Notion-Userpilot-saas-customer -onboarding-template\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">New user onboarding checklist template<\/a>.<\/figcaption><\/figure>\n<h3 id=\"3ff9h\"><strong>Primary user onboarding stage<\/strong><\/h3>\n<p>Primary onboarding, also known as the <a href=\"https:\/\/userpilot.com\/blog\/minimum-viable-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">minimum viable onboarding<\/a>, aims to get users to experience the Aha! Moment and activate.<\/p>\n<p>This onboarding stage is the deal breaker; it determines whether customers will continue with your tool or not. That is why every interaction with new users should provide additional value to them.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/minimum-viable-onboarding-saas-customer-onboarding-templates_8e970a774e2d31af486068358e353cd1_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/minimum-viable-onboarding-saas-customer-onboarding-templates_8e970a774e2d31af486068358e353cd1_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/minimum-viable-onboarding-saas-customer-onboarding-templates_8e970a774e2d31af486068358e353cd1_800.png\" alt=\"minimum-viable-onboarding-saas-customer-onboarding-templates\" \/><\/picture><figcaption>Minimum Viable Onboarding template.<\/figcaption><\/figure>\n<p>Primary onboarding checklists include :<\/p>\n<ul>\n<li>Define your <a href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation point<\/a> (where users gain value by using your product).<\/li>\n<li>Add a CTA on the <a href=\"https:\/\/userpilot.com\/blog\/blank-slate-ui-design-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">blank screen<\/a> to prompt engagement.<\/li>\n<li>Build a <a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome screen <\/a>to identify the user&#8217;s main <a href=\"https:\/\/userpilot.com\/blog\/jtbd-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">JTBD <\/a>and prompt action.<\/li>\n<li>Implement a<a href=\"https:\/\/userpilot.com\/blog\/new-client-onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\"> checklist<\/a> with actions that lead to the <a href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation point<\/a>.<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\">Build interactive walkthroughs<\/a> (<a href=\"https:\/\/userpilot.com\/blog\/step-by-step-guides\/\" target=\"_blank\" rel=\"noopener noreferrer\">step-by-step guides<\/a>) for key features.<\/li>\n<li>Consider gamification elements (<a href=\"https:\/\/userpilot.com\/blog\/progress-bar-ui-ux-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">progress bars<\/a>, mark tasks completed, celebration modals) to drive engagement.<\/li>\n<li>Set up end-of-trial reminders and prompt contextual trials to paid upgrade prompts.<\/li>\n<li>Schedule an <a href=\"https:\/\/userpilot.com\/blog\/email-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding email<\/a> series triggered based on in-app activity (or the lack of it).<\/li>\n<\/ul>\n<h3 id=\"7457r\"><strong>Secondary user onboarding stage<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/secondary-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Secondary onboarding<\/a> comes after user activation. It\u2019s the stage you provide continuous value to turn existing users into pro customers. You do this by contextually introducing secondary or hidden features of your app.<\/p>\n<p>Steps for effective secondary onboarding include:<\/p>\n<ul>\n<li>Make sure to track product usage and<a href=\"https:\/\/userpilot.com\/blog\/user-behaviour-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\"> user behavior analytics<\/a> (you&#8217;ll need this for personalization).<\/li>\n<li>Set up <a href=\"https:\/\/userpilot.com\/blog\/goal-setting-frameworks-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">goals <\/a>and milestones.<\/li>\n<li>Use <a href=\"https:\/\/userpilot.com\/blog\/website-tooltip\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltips <\/a>to drive secondary feature discovery (for users who haven&#8217;t engaged with them).<\/li>\n<li>Use a secondary onboarding checklist.<\/li>\n<li>Implement a<a href=\"https:\/\/userpilot.com\/blog\/self-service-portals\/\" target=\"_blank\" rel=\"noopener noreferrer\"> self-service resource center<\/a> in-app to <a href=\"https:\/\/userpilot.com\/blog\/user-friction\/\" target=\"_blank\" rel=\"noopener noreferrer\">reduce friction<\/a>.<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/ab-testing-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">A\/B test <\/a>different in-app prompts to drive repeated usage of secondary features.<\/li>\n<\/ul>\n<h3 id=\"b9i48\"><strong>Tertiary user onboarding stage<\/strong><\/h3>\n<p>By definition, customers can\u2019t see tertiary features until they\u2019ve used your platform for a while. E.g., for an email marketing tool, you can\u2019t access email analytics until you\u2019ve added your audience and sent at least one email.<\/p>\n<p>For most tools, it\u2019s in the tertiary phase that customers experience ROI and become more confident to make <a href=\"https:\/\/userpilot.com\/blog\/repeat-customers\/\" target=\"_blank\" rel=\"noopener noreferrer\">repeat purchases<\/a>. Seize this opportunity to upsell them to higher versions of your tool so they can get more value and turn into loyal advocates in the long run.<\/p>\n<p>The tertiary onboarding checklist includes:<\/p>\n<ul>\n<li>Use <a href=\"https:\/\/userpilot.com\/blog\/in-app-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">surveys <\/a>to collect satisfaction data.<\/li>\n<li>Mix <a href=\"https:\/\/userpilot.com\/blog\/product-usage\/\" target=\"_blank\" rel=\"noopener noreferrer\">product usage data <\/a>with feedback to create user segments (active users, power users, promoters, detractors).<\/li>\n<li>Use an in-app modal to ask users for reviews (use incentives if needed).<\/li>\n<li>Use tooltips and <a href=\"https:\/\/userpilot.com\/blog\/modal-ux-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">modals <\/a>contextually to prompt upsells.<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/launch-messages\/\" target=\"_blank\" rel=\"noopener noreferrer\">Announce new features<\/a> in-app to relevant user groups (use modals,<a href=\"https:\/\/userpilot.com\/blog\/website-notification-banner\/\" target=\"_blank\" rel=\"noopener noreferrer\"> banners, <\/a>or tooltips).<\/li>\n<li>Implement a loyalty program.<\/li>\n<li>Delight users with <a href=\"https:\/\/userpilot.com\/blog\/personalized-customer-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalized experiences<\/a> (in-app or gifts, bonuses, rewards).<\/li>\n<\/ul>\n<h2 id=\"f5is6\"><strong>11 Customer onboarding templates to use across the customer onboarding experience<\/strong><\/h2>\n<p>The templates below cut across the different customer onboarding stages. Feel free to copy and change them as desired.<\/p>\n<h3 id=\"2rfcq\"><strong>1. Activation playbook customer onboarding template<\/strong><\/h3>\n<p>An <a href=\"https:\/\/userpilot.com\/blog\/customer-success-onboarding-playbook\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation playbook<\/a> is a highly structured plan to get new users to interact with your core features.<\/p>\n<p>A typical activation playbook includes the goal you want to achieve, the stages of the journey it impacts, tactics, and strategies to get users to the milestone.<\/p>\n<p>Here\u2019s a template you can use:<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/user-activation-playbook-saas-customer-onboarding-template_e78be594fb92eb7cc1f17adaca77e3cd_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/user-activation-playbook-saas-customer-onboarding-template_e78be594fb92eb7cc1f17adaca77e3cd_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/user-activation-playbook-saas-customer-onboarding-template_e78be594fb92eb7cc1f17adaca77e3cd_800.png\" alt=\"user-activation-playbook-saas-customer -onboarding-template\" \/><\/picture><figcaption>User activation template.<\/figcaption><\/figure>\n<h3 id=\"bh1ti\"><strong>2. Minimum viable onboarding process template<\/strong><\/h3>\n<p>As mentioned, this is the <a href=\"https:\/\/userpilot.com\/blog\/minimum-viable-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">primary onboarding process<\/a>. Begin by identifying the key features of your platform, then list out the actions users need to take to adopt those features.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div style=\"max-width: 100%; position: relative; height: 400px;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" title=\"Minimum Viable Onboarding Workshop - Userpilot\" src=\"https:\/\/www.youtube.com\/embed\/PGYj1QV22AE?feature=oembed\" width=\"200\" height=\"113\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/div><figcaption>Minimum viable onboarding workshop with <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"5phqc\"><strong>3. Template for welcoming new customers<\/strong><\/h3>\n<p>Don\u2019t just send <a href=\"https:\/\/userpilot.com\/blog\/greeting-message-for-new-customers\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome messages<\/a>; use the opportunity to collect user data, understand their JTBD, and <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize the onboarding<\/a> to ensure they derive maximum value in the shortest time possible.<\/p>\n<p>This template is simple. All you need are:<\/p>\n<ul>\n<li>Personalized greeting with welcome image\/video (use your founder\u2019s face or someone from customer success).<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/microsurveys-saas-product\/\" target=\"_blank\" rel=\"noopener noreferrer\">A microsurvey<\/a>.<\/li>\n<li>CTA so users aren\u2019t left wondering about the next step to take.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/welcome-screen_aa59cf4f5bf15962880185600015f1ad_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/welcome-screen_aa59cf4f5bf15962880185600015f1ad_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/welcome-screen_aa59cf4f5bf15962880185600015f1ad_800.png\" alt=\"welcome-screen\" \/><\/picture><figcaption>Welcome screen example.<\/figcaption><\/figure>\n<h3 id=\"2sqle\"><strong>4. Onboarding checklists template for new users<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/new-client-onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Checklists<\/a> simplify your onboarding flows and increase completion rates. They do this by triggering the <a href=\"https:\/\/userpilot.com\/blog\/user-psychology-ux-design-principles\/\" target=\"_blank\" rel=\"noopener noreferrer\">Zeigarnik effect<\/a>\u2014the human tendency to remember and prioritize uncompleted tasks.<\/p>\n<p>But it doesn\u2019t mean you should create long checklists. You may just weary new users and risk them abandoning the onboarding tasks.<\/p>\n<p>Your checklist should include 3-4 key actions users need to take to experience value. You could also use a progress bar to make users feel like they\u2019re moving forward with every item they cross off.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-checklist-template-saas-customer-onboarding-template_65c69864b428d7da6352805c6e7b55a4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/onboarding-checklist-template-saas-customer-onboarding-template_65c69864b428d7da6352805c6e7b55a4_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-checklist-template-saas-customer-onboarding-template_65c69864b428d7da6352805c6e7b55a4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/onboarding-checklist-template-saas-customer-onboarding-template_65c69864b428d7da6352805c6e7b55a4_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-checklist-template-saas-customer-onboarding-template_65c69864b428d7da6352805c6e7b55a4_800.png\" alt=\"onboarding-checklist-template-saas-customer -onboarding-template\" \/><\/picture><\/figure>\n<p>You can use checklists across all onboarding phases (primary, secondary, tertiary) for different purposes.<\/p>\n<h3 id=\"9jfb4\"><strong>5. Onboarding gamification template<\/strong><\/h3>\n<p>Gamification is all about appealing to the user\u2019s fun side and engaging them.<\/p>\n<p>Use celebration screens or modals to celebrate small wins when customers cross specific onboarding milestones, like creating their first task with a new feature.<\/p>\n<p>Gamification might seem insignificant, but it increases the chance of <a href=\"https:\/\/userpilot.com\/blog\/engagement-loops\/\" target=\"_blank\" rel=\"noopener noreferrer\">higher engagement. <\/a>That\u2019s because the user is motivated to repeat the actions that drove the initial success\u2014everybody loves a dopamine hit.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/gamification-saas-customer-onboarding-template_ce0d101a351933afd938585bacabadb0_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/gamification-saas-customer-onboarding-template_ce0d101a351933afd938585bacabadb0_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/gamification-saas-customer-onboarding-template_ce0d101a351933afd938585bacabadb0_800.png\" alt=\"gamification-saas-customer -onboarding-template\" \/><\/picture><figcaption>Onboarding gamification example.<\/figcaption><\/figure>\n<h3 id=\"afo3v\"><strong>6. Onboarding emails sequence template<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/onboarding-welcome-email-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">Onboarding emails<\/a> allow you to provide more context into how your product works and invite users to get started.<\/p>\n<p>Bear in mind to keep this email short. Also, have a clear CTA that directs users to the first step in your onboarding flow.<\/p>\n<p>You can trigger an onboarding email at any stage in the onboarding process, but don\u2019t bombard users, or your open rates will reduce.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-email-sequence_39f06bcf60cc297b217b0ca0759a32f3_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-email-sequence_39f06bcf60cc297b217b0ca0759a32f3_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-email-sequence_39f06bcf60cc297b217b0ca0759a32f3_800.png\" alt=\"onboarding-email-sequence\" \/><\/picture><figcaption>Onboarding email example from Calendly.<\/figcaption><\/figure>\n<h3 id=\"e5s7h\"><strong>7. Onboarding survey template to understand customer satisfaction<\/strong><\/h3>\n<p>With an <a href=\"https:\/\/userpilot.com\/blog\/good-onboarding-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding survey<\/a>, you\u2019ll understand what brings value and gather insights to improve.<\/p>\n<p>Trigger your surveys at strategic milestones, e.g., after engaging with the first feature, after reaching activation, or after converting to a paid account.<\/p>\n<p>You could also send follow-up open questions to gather more insights. E.g., \u201cWhat\u2019s the reason for your rating?\u201d or \u201cHow can we improve?\u201d This will give you insights on how to improve your onboarding process.<\/p>\n<h3 id=\"6nro\"><strong>8. Good customer onboarding process for upgrades<\/strong><\/h3>\n<p>The best time for <a href=\"https:\/\/userpilot.com\/blog\/upselling-examples-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">upsells<\/a> is when a user is performing actions that an upgrade will help them make the most of.<\/p>\n<p>Your prompt has to be strategic and contextual; otherwise, users won\u2019t respond positively.<\/p>\n<p>In the example below, Userpilot triggers a <a href=\"https:\/\/userpilot.com\/blog\/tooltip-examples-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltip<\/a> when new users are about to set up a flow. The microcopy lets them know an upgrade will allow them to control when the flow they\u2019re building should be triggered.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/triggering-account-upgrades_544d2b3a62522c8df84f1f2e7d0b3aa9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/triggering-account-upgrades_544d2b3a62522c8df84f1f2e7d0b3aa9_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/triggering-account-upgrades_544d2b3a62522c8df84f1f2e7d0b3aa9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/triggering-account-upgrades_544d2b3a62522c8df84f1f2e7d0b3aa9_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/triggering-account-upgrades_544d2b3a62522c8df84f1f2e7d0b3aa9_800.png\" alt=\"triggering-account-upgrades\" \/><\/picture><\/figure>\n<h3 id=\"89ava\"><strong>9. New feature announcement customer onboarding template<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/new-feature-announcement-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">Feature announcements<\/a> are used to drive new feature discovery and <a href=\"https:\/\/userpilot.com\/blog\/feature-adoption-101\/\" target=\"_blank\" rel=\"noopener noreferrer\">adoption <\/a>after product updates. You can do this through<a href=\"https:\/\/userpilot.com\/blog\/push-notifications-vs-in-app-notifications\/\" target=\"_blank\" rel=\"noopener noreferrer\"> in-app notifications<\/a> or send an email letting users know a relevant feature has been launched\/updated.<\/p>\n<p>Whether you send the announcement in-app or via email, always do this:<\/p>\n<ul>\n<li>Briefly explain how the new update is valuable.<\/li>\n<li>End with an actionable CTA.<\/li>\n<\/ul>\n<h3 id=\"2jmmi\"><strong>10. Free trial email template to drive conversions<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/free-trial-emails\/\" target=\"_blank\" rel=\"noopener noreferrer\">Free trial emails<\/a> do two things: they help customers imagine life with the paid version of your tool and subtly push them to upgrade before the trial period ends.<\/p>\n<p>Trigger your trial email sequence at strategic points along the trial journey and make them correspond with expected <a href=\"https:\/\/userpilot.com\/blog\/user-behavior-tracking\/\" target=\"_blank\" rel=\"noopener noreferrer\">user behavior.<\/a><\/p>\n<p>For example, imagine your trial lasts 14 days. It\u2019s day eight, and the last time a particular user logged in was the first day they signed up. You can trigger an automated\u2014but personalized\u2014email that asks what\u2019s wrong and provides helpful links to get started.<\/p>\n<p>But, of course, your sequence doesn\u2019t have to be for inactive cohorts alone. Evernote sends this general email to remind users about upgrading:<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/free-trial-email-saas-customer-onboarding-template_736f3bb7caea7765266a5dabe3d49926_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/free-trial-email-saas-customer-onboarding-template_736f3bb7caea7765266a5dabe3d49926_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/free-trial-email-saas-customer-onboarding-template_736f3bb7caea7765266a5dabe3d49926_800.png\" alt=\"free-trial-email-saas-customer -onboarding-template\" \/><\/picture><figcaption>Evernote\u2019s free trial email.<\/figcaption><\/figure>\n<h3 id=\"7dhf\"><strong>11. Offboarding cancelation flow template to reduce customer churn<\/strong><\/h3>\n<p>Your <a href=\"https:\/\/userpilot.com\/blog\/cancellation-flow-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">offboarding cancelation flow<\/a> should be triggered automatically when customers hit the cancel account button.<\/p>\n<p>The primary goal of a cancelation flow is to understand the main <a href=\"https:\/\/userpilot.com\/blog\/reasons-for-customer-churn\/\" target=\"_blank\" rel=\"noopener noreferrer\">reasons for churn<\/a> using a predefined multi-choice survey.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/offboarding-cancelation_11488a505d1905619ec942fb80b4ff71_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/offboarding-cancelation_11488a505d1905619ec942fb80b4ff71_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/offboarding-cancelation_11488a505d1905619ec942fb80b4ff71_800.png\" alt=\"offboarding-cancelation\" \/><\/picture><figcaption>Asana\u2019s offboarding survey.<\/figcaption><\/figure>\n<p>The secondary goal is to reduce <a href=\"https:\/\/userpilot.com\/blog\/revenue-churn-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">churn <\/a>by offering alternatives to canceling. For effectiveness, ensure your offers align with the reasons customers give for canceling\u2014for instance, it\u2019s not helpful to provide discounts if someone says they\u2019re canceling due to poor customer service.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/alternative-for-cancelation_fe64691405d54d436c21aa54aeafc3b1_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/alternative-for-cancelation_fe64691405d54d436c21aa54aeafc3b1_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/alternative-for-cancelation_fe64691405d54d436c21aa54aeafc3b1_800.png\" alt=\"alternative-for-cancelation\" \/><\/picture><figcaption>Asana\u2019s contextual cancelation flow.<\/figcaption><\/figure>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><\/figure>\n<h2 id=\"7gnqq\"><strong>Conclusion<\/strong><\/h2>\n<p>From sign-up to activation and following users up, SaaS onboarding is a multi-step process that can get lengthy and tiresome. So it\u2019s not something new if your initial flows don\u2019t drive the results you envisaged; what matters is that you don\u2019t stop improving.<\/p>\n<div class=\"poptin-embedded\" data-id=\"c5ec4434a6a06\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>An onboarding template is a broad term referring to anything that outlines a framework or process for tasks and activities to be performed during onboarding.<\/p>\n","protected":false},"author":24,"featured_media":114053,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[48],"tags":[209,306,49,940,1815,5035,311,50,51],"class_list":["post-114052","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-complex-product-onboarding","tag-customer-onboarding","tag-onboarding-experience","tag-onboarding-process","tag-onboarding-strategy","tag-onboarding-templates","tag-saas-onboarding","tag-user-onboarding","tag-user-onboarding-experience"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>11 SaaS Customer Onboarding Templates To Inspire Your Own Process<\/title>\n<meta name=\"description\" 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