{"id":14495,"date":"2023-01-08T12:47:29","date_gmt":"2023-01-08T12:47:29","guid":{"rendered":"https:\/\/userpilot.com\/blog\/customer-onboarding-framework\/"},"modified":"2026-02-24T09:14:46","modified_gmt":"2026-02-24T09:14:46","slug":"customer-onboarding-framework","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/customer-onboarding-framework\/","title":{"rendered":"Designing a Successful Customer Onboarding Framework For SaaS"},"content":{"rendered":"<p>If you want to set your SaaS users up for success, building a comprehensive customer onboarding framework is critical. In this article, we&#8217;re going to break down what a customer onboarding framework is, why it&#8217;s important, explore tips and tactics you can use, and of course, what tools you need for the job.<\/p>\n<p>We have a lot to get through, so let&#8217;s dive right in!<\/p>\n<h2 id=\"8tuj8\">Onboarding doesn&#8217;t end after sign-up<\/h2>\n<p>First, let&#8217;s clear something up. <a href=\"https:\/\/userpilot.com\/blog\/what-is-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Customer onboarding<\/a> is the continual process of helping users to experience the value of your product at <em>every <\/em>stage of the lifecycle, not just sign-up.<\/p>\n<p>Your work doesn&#8217;t just end after implementing a few tooltips and a welcome screen. Continuous onboarding efforts will positively impact new feature adoption, engagement, upgrades and ultimately prevent churn.<\/p>\n<p>Let&#8217;s see where the framework comes in.<\/p>\n<h2 id=\"1d0u8\">What is a customer onboarding framework?<\/h2>\n<p>A customer onboarding framework\u00a0is a structured way of thinking about the set of actions, activities, and tools that go into helping a customer experience value.<\/p>\n<p>The diagram below breaks down several of the important elements that might form a part of your <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-process\/\">customer onboarding process<\/a>. All these elements are important, and you should consider carefully how to weave these different aspects together.<\/p>\n<ul>\n<li>Welcome emails and <a href=\"https:\/\/userpilot.com\/blog\/welcome-page-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">screens<\/a><\/li>\n<li>Populating empty states<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/activation-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\">Activation<\/a> checklists<\/li>\n<li>Interactive walkthroughs and <a href=\"https:\/\/userpilot.com\/blog\/onboarding-tooltips-saas\/\" target=\"_blank\" rel=\"noopener\">tooltips<\/a><\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/knowledge-base\/\" target=\"_blank\" rel=\"noopener noreferrer\">Resource Center<\/a><\/li>\n<li>Modals and other popups<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-feedback-survey-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Onboarding and feedback surveys<\/a><\/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\/10\/saas-customer_onboarding-framework-process_6220ea0fc9ef49575c6cf46f4efee1b9_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/saas-customer_onboarding-framework-process_6220ea0fc9ef49575c6cf46f4efee1b9_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/saas-customer_onboarding-framework-process_6220ea0fc9ef49575c6cf46f4efee1b9_800.png\" alt=\"Visual of customer onboarding process elements\" \/><\/picture><\/figure>\n<p>And remember, while these constituent parts can form a coherent <strong>part<\/strong> of a framework, in isolation they won&#8217;t solve the onboarding challenge.<\/p>\n<p>Thinking about onboarding purely in terms of UI patterns is limiting.<\/p>\n<p>Onboarding cannot be pigeonholed as a single feature. It&#8217;s a <a href=\"https:\/\/userpilot.com\/blog\/secondary-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">continuous<\/a> process meeting the needs of a huge range of user groups &#8211; and you, your team, and the organization need to buy into and believe in it.<\/p>\n<p>It might still sound like a lot right now &#8211; but don&#8217;t worry, later in this article we&#8217;ll break down how you can design the best framework for your SaaS.<\/p>\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(58.93617021276596% + 41px); height: 0; width: 100%;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\" title=\"Experience Userpilot for User Onboarding\" src=\"https:\/\/sw11.userpilot.com\/DTTewl3dbjXoCMMg8gGY?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n<h2 id=\"35vm4\">The importance of a customer onboarding framework<\/h2>\n<p>Let&#8217;s break down <em>exactly<\/em> how it helps you and your SaaS.<\/p>\n<h3 id=\"asvc4\">It shortens the time to value and drives product adoption<\/h3>\n<p>A customer onboarding framework puts you in a great position to release value fast: you can build a personalized customer experience helping users to identify exactly the features they need to solve their problems faster.<\/p>\n<h3 id=\"f63f7\">It minimizes friction and reduces support costs<\/h3>\n<p>What&#8217;s the number one blocker to a smooth customer journey during onboarding?<\/p>\n<p><strong>Friction.<\/strong><\/p>\n<p>Friction is anything that gets in the way of your customers experiencing value. A robust, comprehensive user onboarding framework is an excellent way of mitigating the risk of unnecessary friction being introduced.<\/p>\n<p>You can neutralize support calls and help lift the burden of your <a href=\"https:\/\/userpilot.com\/blog\/saas-customer-success-guide\/\">customer success managers<\/a> and support teams by providing ways for users to answer their own questions (i.e. support centers, FAQs, and handy guides).<\/p>\n<p>Of course, you&#8217;ll need excellent SaaS <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-software\/\">customer onboarding software<\/a> for that&#8230; \ud83d\ude09<\/p>\n<h3 id=\"28g0h\">It drives customer success and loyalty<\/h3>\n<p>Finally, a customer onboarding framework has a huge part to play in driving customer success and boosting loyalty.<\/p>\n<p>The more positive a customer onboarding experience is the higher user satisfaction rates. Remember, loyal customers can also become your best marketing tool (recommending to friends and colleagues).<\/p>\n<p>There&#8217;s a quantifiable impact too: focusing on at least <a href=\"https:\/\/userpilot.com\/blog\/minimum-viable-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">minimum viable onboarding <\/a>has an outsized impact on revenue growth.<\/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\/10\/User-Activation-Impact-customer_onboarding-framework_8b81b7cd2bdf003ee1317ba645212ed4_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/User-Activation-Impact-customer_onboarding-framework_8b81b7cd2bdf003ee1317ba645212ed4_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/User-Activation-Impact-customer_onboarding-framework_8b81b7cd2bdf003ee1317ba645212ed4_800.png\" alt=\"VIsual of user activation metric impacts on MRR\" \/><\/picture><figcaption>Activation is the highest revenue-leveraging metric.<\/figcaption><\/figure>\n<h2 id=\"728eh\">Steps to create a successful customer onboarding framework<\/h2>\n<p>Now that we know what an onboarding framework is and why it&#8217;s important, let&#8217;s get into how to create one.<\/p>\n<h3 id=\"f19h\">1. Identify the core product features that deliver value<\/h3>\n<p>First things first &#8211; if the onboarding process is about delivering value, you need to work out which of your product&#8217;s features are the ones that actually help your users get the job done.<\/p>\n<p>Let&#8217;s take an example. Say you own an invoicing tool: the core steps would probably involve an invoice template with your data, inserting relevant client data, and creating, approving, and sharing invoices.<\/p>\n<p>There are several core features within that journey that are going to deliver the value of your product: focus on them.<\/p>\n<p>(Pro tip: this step might take a few tries to really work out. Make sure to read up on the <a href=\"https:\/\/userpilot.com\/blog\/the-aha-moment-for-product-onboarding-activation\/\" target=\"_blank\" rel=\"noopener\">&#8216;Aha&#8217; moment<\/a>.)<\/p>\n<h3 id=\"550ok\">2. Decide which customer onboarding process type will work best<\/h3>\n<p>You can think of a scale: on one end is <a href=\"https:\/\/userpilot.com\/blog\/type-of-automation-flows-for-customer-retention\/\" target=\"_blank\" rel=\"noopener noreferrer\">&#8216;high touch&#8217;<\/a> onboarding. This is typically very involved from a resourcing point of view, meaning your customer success team is required to take your users step-by-step through the process.<\/p>\n<p>On the other is &#8216;low touch&#8217; onboarding: that&#8217;s usually mostly (or indeed primarily) self-guided.<\/p>\n<p>Of course, there&#8217;s no need to reduce yourself to a binary arbitrarily here.<\/p>\n<p>You can involve elements of both high-touch and low-touch onboarding at various points in the onboarding process depending on what&#8217;s most appropriate and the <a href=\"https:\/\/userpilot.com\/blog\/customer-engagement-model\/\" target=\"_blank\" rel=\"noopener noreferrer\">engagement model<\/a> you want to implement.<\/p>\n<h3 id=\"8i8pc\">3. Set important milestones on the onboarding journey<\/h3>\n<p>Next up, you should think about <strong>milestones<\/strong>: what <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">stages in a journey<\/a> does a user need to reach, and what <em>exactly <\/em>do they need to do to get there?<\/p>\n<p>For example, you&#8217;ll want to be thinking about conversion (from initial interest), triggering an<a href=\"https:\/\/userpilot.com\/blog\/4-aha-moment-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\"> &#8216;Aha&#8217; moment<\/a> (the first realization of value), activation (actually getting value from your core features), and finally full-scale adoption.<\/p>\n<p>Remember that <a href=\"https:\/\/userpilot.com\/blog\/progressive-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding isn&#8217;t a one-off<\/a> linear process, and it&#8217;ll continue to grow and evolve over the customer lifecycle.<\/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\/10\/customer_onboarding-framework-success-journey-map_cd2288335555efaaae461b9098a964dd_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer_onboarding-framework-success-journey-map_cd2288335555efaaae461b9098a964dd_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer_onboarding-framework-success-journey-map_cd2288335555efaaae461b9098a964dd_800.png\" alt=\"Visual of essential user journey template\" \/><\/picture><figcaption>A pipeline from initial interest to full adoption.<\/figcaption><\/figure>\n<h3 id=\"bemco\">4. Build specific onboarding process playbooks<\/h3>\n<p>So, we&#8217;ve identified which features to focus on, figured out whether high or low-touch onboarding makes sense, and defined key milestones: what next?<\/p>\n<p>This is where we get into the <em>how <\/em>of actually implementing steps in the process. A proven way of doing that is by building and utilizing specific <a href=\"https:\/\/userpilot.com\/blog\/customer-success-onboarding-playbook\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding process playbooks<\/a>.<\/p>\n<p>The example below, geared toward activation, sets out a whole range of useful information. From key outcomes to important tasks, and even which UX patterns make sense, an onboarding playbook sets the direction of travel.<\/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\/10\/customer-activation-customer_onboarding-framework_86367fe7c5cc6ffbd9212732823766ee_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-activation-customer_onboarding-framework_86367fe7c5cc6ffbd9212732823766ee_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-activation-customer_onboarding-framework_86367fe7c5cc6ffbd9212732823766ee_800.webp\" alt=\"Visual of user activation-focused onboarding playbook\" \/><\/picture><figcaption>This example is geared toward <em>activation<\/em>, but playbooks can be adapted to different goals.<\/figcaption><\/figure>\n<h3 id=\"b58t1\">5. Use a customer onboarding tool to automate the in-app onboarding experience<\/h3>\n<p>Of course, the planning is one thing: you&#8217;ll still need <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-software-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer onboarding software<\/a> to make this vision a reality.<\/p>\n<p>Using a dedicated tool allows you to build (and eventually automate) an effective onboarding experience quickly and easily.<\/p>\n<p>Most tools will allow you to A\/B test to iterate and improve your product and of course track progress against specific <a href=\"https:\/\/userpilot.com\/blog\/saas-onboarding-kpis\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding goals<\/a>.<\/p>\n<p>Ultimately, that boils down to less time and money spent trying to create a smooth onboarding journey that will delight and engage your users.<\/p>\n<figure id=\"attachment_366222\" aria-describedby=\"caption-attachment-366222\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-366222 size-full\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/engagement-elements-ui-patterns_e1f532fede1dcd819a3023cc0ac8c7d0_800.png\" alt=\"engagement elements UI patterns\" width=\"800\" height=\"467\" srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/engagement-elements-ui-patterns_e1f532fede1dcd819a3023cc0ac8c7d0_800.png 800w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/engagement-elements-ui-patterns_e1f532fede1dcd819a3023cc0ac8c7d0_800-450x263.png 450w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/engagement-elements-ui-patterns_e1f532fede1dcd819a3023cc0ac8c7d0_800-768x448.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-366222\" class=\"wp-caption-text\">Different UI patterns to choose from when creating an onboarding flow.<\/figcaption><\/figure>\n<h3 id=\"1g6mn\">6. Measure, analyze, test, and improve<\/h3>\n<p>As we&#8217;ve discussed throughout this article, onboarding is not a &#8216;once and done&#8217; exercise.<\/p>\n<p>You should constantly be looking to gather a range of data from your onboarding flow &#8211; ideally against a set of <a href=\"https:\/\/userpilot.com\/blog\/saas-onboarding-kpis\/\" target=\"_blank\" rel=\"noopener noreferrer\">clearly defined KPIs<\/a> &#8211; that&#8217;ll help you track and test different options.<\/p>\n<p>Remembering the old adage that &#8216;what gets measured, gets managed&#8217;, that kind of analysis will help you make informed decisions about how to iterate and improve your product.<\/p>\n<h2 id=\"cdo0a\">Must have elements of a good customer onboarding playbook<\/h2>\n<p>In this section of the blog, we&#8217;re going to unpack the fundamental elements of an effective <a href=\"https:\/\/userpilot.com\/blog\/customer-success-onboarding-playbook\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer onboarding playbook<\/a> to help you determine what to include in yours.<\/p>\n<p>The list isn&#8217;t exhaustive of course &#8211; there are many other facets to onboarding, like demos, customer success calls, and email &#8211; but thinking about in-app messaging and <a href=\"https:\/\/userpilot.com\/blog\/best-user-onboarding-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">experiences<\/a>, this will certainly form a good foundation.<\/p>\n<p>Let&#8217;s get into it!<\/p>\n<h3 id=\"fdhkh\">UI\/UX design patterns<\/h3>\n<p>Simply put, these are elements that sit on top of the UI designed to help improve usability and guide users toward a specific outcome.<\/p>\n<p>Think modals, slideouts, tooltips, <a href=\"https:\/\/userpilot.com\/blog\/website-notification-banner\/\" target=\"_blank\" rel=\"noopener noreferrer\">banners<\/a> etc.<\/p>\n<h4 id=\"5cen5\">Modals<\/h4>\n<p><a href=\"https:\/\/userpilot.com\/blog\/ui-modal-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">Modals<\/a> are eye-catching, engaging, and typically full-screen visuals.<\/p>\n<p>They&#8217;re often used as one or a series of welcome screens (you can also double up and collect data) or to announce big updates you want <em>all<\/em> your users to know about.<\/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\/10\/Welcome-interactive-onboarding-automation-customer-onboarding-framework_45b08a7cbb87ded3e3ce9f4c31f229e4.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Welcome-interactive-onboarding-automation-customer-onboarding-framework_45b08a7cbb87ded3e3ce9f4c31f229e4.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Welcome-interactive-onboarding-automation-customer-onboarding-framework_45b08a7cbb87ded3e3ce9f4c31f229e4.gif\" alt=\"Visual of welcome modal\" \/><\/picture><figcaption>Use welcome modals to gather valuable customer data.<\/figcaption><\/figure>\n<h4 id=\"1i74p\">Tooltips<\/h4>\n<p>For a more subtle guide or to provide handy contextual hints, consider <a href=\"https:\/\/userpilot.com\/blog\/onboarding-tooltips-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltips<\/a>: contextual pop-ups that share information without cluttering the UI with unnecessary noise.<\/p>\n<p>They&#8217;re very handy for removing <em>friction <\/em>in the <a href=\"https:\/\/userpilot.com\/blog\/onboarding-user-flow-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flow<\/a>.<\/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\/10\/tooltips-customer-onboarding-framework-userpilot_369622b40877a8c6e609c839cd203447_800.png 1x, https:\/\/images.storychief.com\/account_6827\/tooltips-customer-onboarding-framework-userpilot_369622b40877a8c6e609c839cd203447_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltips-customer-onboarding-framework-userpilot_369622b40877a8c6e609c839cd203447_800.png 1x, https:\/\/images.storychief.com\/account_6827\/tooltips-customer-onboarding-framework-userpilot_369622b40877a8c6e609c839cd203447_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltips-customer-onboarding-framework-userpilot_369622b40877a8c6e609c839cd203447_800.png\" alt=\"Screenshot of Userpilot tooltips\" \/><\/picture><figcaption>Contextual, customizable help when your users need it.<\/figcaption><\/figure>\n<h4 id=\"futv6\">Hotspots<\/h4>\n<p>The human eye is drawn to movement: hotspots are flickering, eye-catching elements on the screen designed to instantly catch your users&#8217; attention. You might consider using a hotspot to flag a new feature or area of functionality.<\/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\/10\/hotspot-customer-onboarding-framework_4cff6a6b6c09a3c105eb4efbcca82d2c.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/hotspot-customer-onboarding-framework_4cff6a6b6c09a3c105eb4efbcca82d2c.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/hotspot-customer-onboarding-framework_4cff6a6b6c09a3c105eb4efbcca82d2c.gif\" alt=\"Animation of customizable hotspot\" \/><\/picture><figcaption>Direct attention where it needs to be.<\/figcaption><\/figure>\n<h4 id=\"4resv\">Banners<\/h4>\n<p><a href=\"https:\/\/userpilot.com\/blog\/website-notification-banner\/\" target=\"_blank\" rel=\"noopener noreferrer\">Banners<\/a> are an effective way of displaying information you want your users to be able to see and refer to, but without interrupting what they&#8217;re doing. Banners are frequently used for updates or notifications &#8211; i.e. upselling new features, and sharing information about upgrades.<\/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\/10\/userpilot-banner-webinar-customer-onboarding-framework_e3701b8f293c2a0bc7bd80674681cb0a_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-banner-webinar-customer-onboarding-framework_e3701b8f293c2a0bc7bd80674681cb0a_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-banner-webinar-customer-onboarding-framework_e3701b8f293c2a0bc7bd80674681cb0a_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-banner-webinar-customer-onboarding-framework_e3701b8f293c2a0bc7bd80674681cb0a_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-banner-webinar-customer-onboarding-framework_e3701b8f293c2a0bc7bd80674681cb0a_800.png\" alt=\"userpilot-banner-webinar-customer-onboarding-framework\" \/><\/picture><\/figure>\n<h3 id=\"d4l5\">Checklists<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Checklists<\/a> are interactive to-do lists designed to engage and motivate your users through a series of steps, guiding them toward a goal (or a key milestone, like activation).<\/p>\n<p>They work best when they&#8217;re short, direct, and focused &#8211; remember you can always use <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">multiple checklists<\/a> at different stages in the journey.<\/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\/10\/userpilot-customer-onboarding-framework-modal_66a899d7e032c0f678d021254d230671_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-customer-onboarding-framework-modal_66a899d7e032c0f678d021254d230671_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-customer-onboarding-framework-modal_66a899d7e032c0f678d021254d230671_800.webp\" alt=\"userpilot-customer-onboarding-framework-modal\" \/><\/picture><figcaption>Checklists are particularly effective with visual progress indicators.<\/figcaption><\/figure>\n<div class=\"poptin-embedded\" data-id=\"2531ee4bd7669\"><\/div>\n<h3 id=\"7q24m\">Interactive walkthrough (NOT the same as product tours)<\/h3>\n<p>A product tour is a long-winded, linear run-through of your <em>whole <\/em>product in one big lump.<\/p>\n<p>Users typically find them extremely frustrating, as they&#8217;re forced to sit through reams of unnecessary information when they really just want to understand how they can experience value as quickly as possible.<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Interactive walkthroughs<\/a> can form a much more effective part of your onboarding strategy. These <a href=\"https:\/\/userpilot.com\/blog\/rocketbots-aha-moment-case-study-userpilot\/\" target=\"_blank\" rel=\"noopener noreferrer\">contextual guides<\/a> essentially &#8216;hand-hold&#8217; your customers through elements of the process, keeping them engaged and guiding them one step at a time.<\/p>\n<p>Importantly, they&#8217;re launched contextually: that means all the information they see is directly relevant to the stage in the onboarding journey they&#8217;re at.<\/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\/10\/Rocketbots-interactive-walkthrough-customer-onboarding-framework_adb8531344cf04d1e3f9095891399648.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Rocketbots-interactive-walkthrough-customer-onboarding-framework_adb8531344cf04d1e3f9095891399648.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Rocketbots-interactive-walkthrough-customer-onboarding-framework_adb8531344cf04d1e3f9095891399648.gif\" alt=\"Animation of interactive walkthrough\" \/><\/picture><figcaption>Guide users step by step toward value.<\/figcaption><\/figure>\n<h3 id=\"2sd3p\">Onboarding video tutorials<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/best-customer-onboarding-videos-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">Video<\/a> is a proven channel for driving interest, attention and engagement. You should consider how <a href=\"https:\/\/userpilot.com\/blog\/video-onboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a> might have something to add to your onboarding flows. The best practice here is to enable users to access these whenever they want them: provide helpful videos on-demand (in-app help centers are typically the best place to store these).<\/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\/10\/customer-onboarding-framework-in-app-help-userpilot_76036c60a1f20f4964f3a5816932b3e8_800.gif 1x, https:\/\/images.storychief.com\/account_6827\/customer-onboarding-framework-in-app-help-userpilot_76036c60a1f20f4964f3a5816932b3e8_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-onboarding-framework-in-app-help-userpilot_76036c60a1f20f4964f3a5816932b3e8_800.gif 1x, https:\/\/images.storychief.com\/account_6827\/customer-onboarding-framework-in-app-help-userpilot_76036c60a1f20f4964f3a5816932b3e8_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/customer-onboarding-framework-in-app-help-userpilot_76036c60a1f20f4964f3a5816932b3e8_800.gif\" alt=\"customer-onboarding-framework-in-app-help-userpilot\" \/><\/picture><figcaption>Play video in-app (instead of making the user watch it in a separate tab).<\/figcaption><\/figure>\n<h2 id=\"1pb2t\">How to measure customer onboarding framework success<\/h2>\n<p>You&#8217;ve done the hard work, and put everything you need in place. But how do you know if it&#8217;s been a success or not?<\/p>\n<p>Here&#8217;s a handy list of important <a href=\"https:\/\/userpilot.com\/blog\/saas-onboarding-kpis\/\" target=\"_blank\" rel=\"noopener noreferrer\">metrics<\/a> to consider tracking:<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/activation-metrics-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Activation<\/a> rate. <\/strong>Tells you the portion of existing customers who are reaching &#8216;activation&#8217; (experiencing value from your product).<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/5-tactics-to-increase-paid-conversion-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">Trial to paid <\/a>conversion rate. <\/strong>What percentage of your users are shifting from &#8216;just trying&#8217; to being willing to pay for your services?<\/li>\n<li><strong>Feature <a href=\"https:\/\/userpilot.com\/blog\/engagement-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">engagement<\/a>. <\/strong>Drill down into the detail of how engaging each of your features is.<\/li>\n<li><strong>Product <a href=\"https:\/\/userpilot.com\/blog\/customer-stickiness\/\" target=\"_blank\" rel=\"noopener noreferrer\">stickiness<\/a>. <\/strong>Track the tendency of users to return to your product because it&#8217;s engaging and useful for them.<\/li>\n<li><strong>Customer retention rate. <\/strong>What percentage of customers will keep paying for your product over a given timeframe?<\/li>\n<li><strong>Churn rate. <\/strong>All SaaS companies experience churn (users leaving the product). But tracking your churn rate will help you understand trends over time &#8211; and take action if necessary.<\/li>\n<\/ul>\n<h2 id=\"83g08\">Conclusion<\/h2>\n<p>So, what have we learned?<\/p>\n<p>You should be in an excellent position to:<\/p>\n<ul>\n<li>Understand what customer onboarding is all about conceptually<\/li>\n<li>What goes into (and what you should leave out) a customer onboarding framework<\/li>\n<li>Choose the right tool for the job<\/li>\n<\/ul>\n<p>There are a huge number of <a href=\"https:\/\/userpilot.com\/blog\/best-user-onboarding-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer onboarding tools<\/a> on the marketplace, many offering slightly different value propositions: but overall, Userpilot offers the best value for money by far.<\/p>\n<p>Userpilot was built specifically for <a href=\"https:\/\/userpilot.com\/blog\/end-user-training-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS product teams<\/a> aiming to improve their user onboarding. You can easily craft a broad range of user onboarding experiences and in-app flows without needing to write a single line of code.<\/p>\n<p>It boasts a range of impressive features:<\/p>\n<ul>\n<li><strong>No code: <\/strong>Download a simple Chrome extension, and you&#8217;ll be ready to go with a user-friendly visual builder.<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/product\/mobile\/\" target=\"_blank\" rel=\"noopener\">Native mobile app SDK<\/a>:<\/strong> <span class=\"hljs-keyword\">With<\/span> mobile SDK, you can <span class=\"hljs-keyword\">create<\/span> targeted onboarding flows <span class=\"hljs-keyword\">using<\/span> slideouts, carousels, <span class=\"hljs-keyword\">and<\/span> push notifications <span class=\"hljs-keyword\">without<\/span> writing extra code.<\/li>\n<li><strong>Massive range of UI patterns: <\/strong>Build in-app flows utilizing modals, tooltips, slideouts, banners, and more. You&#8217;ve also got access to more advanced interactive features like a knowledge base, customizable checklists, and bespoke surveys.<\/li>\n<li><strong>Understand user <a href=\"https:\/\/userpilot.com\/blog\/nps-sentiment-analysis-tool\/\" target=\"_blank\" rel=\"noopener noreferrer\">sentiment<\/a>: <\/strong>Utilize a pre-built NPS tool to collect and analyze user sentiment, so you can improve your onboarding process based on real customer insight.<\/li>\n<li><strong>In-app monitoring: <\/strong>Create and track combinations of clicks, hovers and form fills, then analyze all these behaviors with your own custom events.<\/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\/10\/event-feature-tracking-userpilot-customer-onboarding-framework_1507da212987f0b874653e98cac719d6_800.png 1x, https:\/\/images.storychief.com\/account_6827\/event-feature-tracking-userpilot-customer-onboarding-framework_1507da212987f0b874653e98cac719d6_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/event-feature-tracking-userpilot-customer-onboarding-framework_1507da212987f0b874653e98cac719d6_800.png 1x, https:\/\/images.storychief.com\/account_6827\/event-feature-tracking-userpilot-customer-onboarding-framework_1507da212987f0b874653e98cac719d6_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/event-feature-tracking-userpilot-customer-onboarding-framework_1507da212987f0b874653e98cac719d6_800.png\" alt=\"Screenshot of Userpilot monitoring\" \/><\/picture><figcaption>Data gives you the power to make informed decisions.<\/figcaption><\/figure>\n<ul>\n<li><strong>Advanced <a href=\"https:\/\/userpilot.com\/blog\/product-management-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">product analytics<\/a>: <\/strong>Identify where your users need support and trigger in-app help contextually.<\/li>\n<li><strong>User <a href=\"https:\/\/userpilot.com\/blog\/customer-segmentation-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">segmentation<\/a>: <\/strong>Create distinct segments based on user identification data and customize their experience accordingly.<\/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\/10\/user-segmentation-userpilot-customer-onboarding-framework_f934ed72725ccbebc25bd0d094568f07.gif 1x, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-segmentation-userpilot-customer-onboarding-framework_f934ed72725ccbebc25bd0d094568f07.gif 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-segmentation-userpilot-customer-onboarding-framework_f934ed72725ccbebc25bd0d094568f07.gif 1x, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-segmentation-userpilot-customer-onboarding-framework_f934ed72725ccbebc25bd0d094568f07.gif 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/user-segmentation-userpilot-customer-onboarding-framework_f934ed72725ccbebc25bd0d094568f07.gif\" alt=\"Animation of Userpilot user segmentation\" \/><\/picture><figcaption>User segmentation and filtering.<\/figcaption><\/figure>\n<ul>\n<li><strong>In-app support. <\/strong>Enhance the onboarding experience with in-app support by launching a Resource Center directly within your app. Help users solve their own problems with interactive guides, video tutorials and FAQs, and detailed documentation.<\/li>\n<\/ul>\n<p>Now all that&#8217;s left is to apply what you&#8217;ve learned in your own SaaS. So what are you waiting for? <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Get a Userpilot Demo <\/a>and see how you can craft a positive onboarding experience for your users today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer onboarding is an incredibly complex topic and you don&#8217;t get it right by accident. Instead, you need a comprehensive customer onboarding framework to give you a sense of structure to set you and your SaaS up for success.<\/p>\n","protected":false},"author":51,"featured_media":14497,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[214,289,290,48],"tags":[233,444,306,286,620,49,64,984,593,715],"class_list":["post-14495","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-management","category-saas","category-updated","category-user-onboarding-category","tag-best-customer-onboarding-tools","tag-continuous-onboarding","tag-customer-onboarding","tag-customer-success-saas","tag-feature-engagement","tag-onboarding-experience","tag-product-adoption","tag-product-retention","tag-saas-onboarding-strategy","tag-user-onboarding-saas"],"acf":[],"yoast_head":"<!-- This site is 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