{"id":25389,"date":"2023-01-31T20:16:29","date_gmt":"2023-01-31T20:16:29","guid":{"rendered":"https:\/\/userpilot.com\/blog\/new-client-onboarding-checklist-template\/"},"modified":"2026-03-10T22:36:01","modified_gmt":"2026-03-10T22:36:01","slug":"new-client-onboarding-checklist-template","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/new-client-onboarding-checklist-template\/","title":{"rendered":"New Client Onboarding Checklist Template To Nail Your Customer Onboarding Process"},"content":{"rendered":"<p>Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\" target=\"_blank\" rel=\"noopener noreferrer\">customer onboarding<\/a> process.<\/p>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET your own copy of the new client onboarding checklist template<\/a><\/p><\/blockquote>\n<p>In this article, we&#8217;re going to explore core aspects of the client onboarding process, map out what you should include in a client onboarding checklist, and specific tactics for success.<\/p>\n<p>Ready to get started? Let&#8217;s dive straight in!<\/p>\n<h2 id=\"49lkg\">What is the new client onboarding process?<\/h2>\n<p>A common misconception is that <a href=\"https:\/\/userpilot.com\/blog\/saas-onboarding-phases\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding<\/a> (in its entirety) is simply about getting users to <a href=\"https:\/\/userpilot.com\/blog\/product-trial-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">sign up<\/a> for your product or service.<\/p>\n<p>In truth, user <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a> happens at <em>every<\/em> stage of the user journey.<\/p>\n<p>The new client <a href=\"https:\/\/userpilot.com\/blog\/saas-onboarding-process-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding process<\/a> is a distinct form of onboarding. It&#8217;s all about helping new customers get value from your product as quickly as possible. In this article, we&#8217;ll discuss a specific client onboarding checklist relevant to SaaS users.<\/p>\n<h2 id=\"14je8\">What to expect from this new client onboarding checklist template<\/h2>\n<p>We&#8217;ve created an extremely comprehensive new client onboarding checklist. Work through it systematically to build an effective new client onboarding experience and nail your customer onboarding process.<\/p>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET your own copy of the new client onboarding checklist template<\/a><\/p><\/blockquote>\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\/new-client-onboarding-checklist-visual_31bf151d746afd57010f2bdb23a34184_800.png 1x, https:\/\/images.storychief.com\/account_6827\/new-client-onboarding-checklist-visual_31bf151d746afd57010f2bdb23a34184_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/new-client-onboarding-checklist-visual_31bf151d746afd57010f2bdb23a34184_800.png 1x, https:\/\/images.storychief.com\/account_6827\/new-client-onboarding-checklist-visual_31bf151d746afd57010f2bdb23a34184_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/new-client-onboarding-checklist-visual_31bf151d746afd57010f2bdb23a34184_800.png\" alt=\"Visual of new customer onboarding checklist\" \/><\/picture><figcaption>Breaking down the customer onboarding flow.<\/figcaption><\/figure>\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=\"arsnf\">How to use the new client onboarding checklist template?<\/h2>\n<p>So, how do you leverage this new client onboarding checklist for yourself?<\/p>\n<p>Firstly, you&#8217;ll need to duplicate the site for your own usage.<\/p>\n<p>Then &#8211; based on the specific demands of your new client onboarding process &#8211; you can tailor it so it works <em>exactly <\/em>as you need it to.<\/p>\n<p>Remember that this template is all-encompassing. Not all steps will necessarily apply to <a href=\"https:\/\/userpilot.com\/blog\/how-to-run-a-successful-saas-onboarding-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">your customer onboarding<\/a>.<\/p>\n<h2 id=\"4r5kf\">The AHA moment onboarding checklist template<\/h2>\n<p>So, where do you start in the new client onboarding process? You need to help users reach the <a href=\"https:\/\/userpilot.com\/blog\/4-aha-moment-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">AHA moment.<\/a><\/p>\n<p>The <a href=\"https:\/\/userpilot.com\/blog\/the-aha-moment-for-product-onboarding-activation\/\" target=\"_blank\" rel=\"noopener noreferrer\">AHA moment<\/a> is the point when a user starts to realize the value they can get from your product (i.e. they can see how a feature might help them solve a specific problem).<\/p>\n<p>A new client can experience an AHA moment at various stages in the journey: during sign-up, while using the product, or even when navigating your website before sign-up has even begun.<\/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\/aha-moment-client-onboarding_5aaccb4c21b80f0e34e572130ebcfd6d_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/aha-moment-client-onboarding_5aaccb4c21b80f0e34e572130ebcfd6d_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/aha-moment-client-onboarding_5aaccb4c21b80f0e34e572130ebcfd6d_800.png\" alt=\"Screenshot of AHA moment checklist\" \/><\/picture><figcaption>Follow these steps to help new clients reach the moment of realization.<\/figcaption><\/figure>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET the full copy of the new <strong>client<\/strong> onboarding checklist template<\/a><\/p><\/blockquote>\n<h3 id=\"dmuf\">1. Define positioning<\/h3>\n<p>To help ensure your onboarding process creates an AHA moment as quickly as possible, you need to have clearly defined your brand <a href=\"https:\/\/userpilot.com\/blog\/product-positioning-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">positioning<\/a>. This is vital for a smooth new client onboarding process.<\/p>\n<blockquote><p>\u201cThe basic approach of positioning is not to create something new and different, but to manipulate what&#8217;s already up there in the mind, to retie the connections that already exist.\u201d<strong>Al Ries<\/strong><\/p><\/blockquote>\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\/Product-Positioning-new-client-customer-onboarding_checklist_1b44e2171f6646de6847b3604f29f32a_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Product-Positioning-new-client-customer-onboarding_checklist_1b44e2171f6646de6847b3604f29f32a_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Product-Positioning-new-client-customer-onboarding_checklist_1b44e2171f6646de6847b3604f29f32a_800.webp\" alt=\"Product positioning benefits visual\" \/><\/picture><figcaption>Positioning is a powerful strategic tool.<\/figcaption><\/figure>\n<h3 id=\"fa71e\">2. Have clear messaging on your landing page<\/h3>\n<p>Another box to tick off on your new client onboarding checklist?<\/p>\n<p>Make sure your landing page &#8211; the &#8216;front door&#8217; to your product &#8211; is crystal clear. It should be completely obvious to any new client what your SaaS does, your core value proposition, and who it helps.<\/p>\n<p>Your product <a href=\"https:\/\/userpilot.com\/blog\/messaging-strategies-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">messaging<\/a> strategy starts <em>right<\/em> at the beginning &#8211; and from there, the process involves <a href=\"https:\/\/userpilot.com\/blog\/product-storytelling\/\" target=\"_blank\" rel=\"noopener noreferrer\">weaving a consistent narrative<\/a> (all the way through to error messaging, FAQs, and how your support team responds to queries).<\/p>\n<p>Check Miro and their different messaging to talks directly to their users.<\/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\/miro-positioning-new-client-customer-onboarding_checklist_e9d6476fba9a5562d90df8177db4642a_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/miro-positioning-new-client-customer-onboarding_checklist_e9d6476fba9a5562d90df8177db4642a_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/miro-positioning-new-client-customer-onboarding_checklist_e9d6476fba9a5562d90df8177db4642a_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/miro-positioning-new-client-customer-onboarding_checklist_e9d6476fba9a5562d90df8177db4642a_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/miro-positioning-new-client-customer-onboarding_checklist_e9d6476fba9a5562d90df8177db4642a_800.jpg\" alt=\"Screenshot of Miro landing page\" \/><\/picture><figcaption>Miro\u2019s punchy messaging does a great job.<\/figcaption><\/figure>\n<h2 id=\"bjet4\">The signup flow onboarding checklist template<\/h2>\n<p>The <a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\">signup flow<\/a> is one of the most vital parts of your customer onboarding process.<\/p>\n<p>It&#8217;s a term describing the <a href=\"https:\/\/userpilot.com\/blog\/sign-up-page-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">journey<\/a> a user needs to go on to actually get an account, enter your application, and start using your product.<\/p>\n<p>As you&#8217;d expect, a poor <a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\">signup flow<\/a> can dramatically impact the <em>whole <\/em>client onboarding experience.<\/p>\n<p>When it comes to signup, you have a choice: <a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction-based or frictionless signup<\/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\/signup-flow-onboarding_0826c831b88a510347ef8fd15f4cd4c8_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/signup-flow-onboarding_0826c831b88a510347ef8fd15f4cd4c8_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/signup-flow-onboarding_0826c831b88a510347ef8fd15f4cd4c8_800.png\" alt=\"Screenshot of frictionless vs friction based signup checklists\" \/><\/picture><figcaption>Choose the type of signup flow wisely.<\/figcaption><\/figure>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET the full copy of the new <strong>client<\/strong> onboarding checklist template<\/a><\/p><\/blockquote>\n<p>Let&#8217;s explore the key differences below.<\/p>\n<h3 id=\"bgsjc\">1. Frictionless signup flow<\/h3>\n<p>The best example of a frictionless signup flow is an SSO (i.e. signing up with an existing account). It means users can get <em>straight<\/em> into your product, no messing around with lengthy forms.<\/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\/loom-signup-new-client-customer-onboarding_checklist_228d672b15b09abe60360e9865083c62_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/loom-signup-new-client-customer-onboarding_checklist_228d672b15b09abe60360e9865083c62_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/loom-signup-new-client-customer-onboarding_checklist_228d672b15b09abe60360e9865083c62_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/loom-signup-new-client-customer-onboarding_checklist_228d672b15b09abe60360e9865083c62_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/loom-signup-new-client-customer-onboarding_checklist_228d672b15b09abe60360e9865083c62_800.jpg\" alt=\"Screenshot of Loom SSO.\" \/><\/picture><figcaption>Smooth, silky, seamless sign-up.<\/figcaption><\/figure>\n<h3 id=\"2i651\">2. Friction-based signup flow<\/h3>\n<p>A friction-based signup flow makes an important trade-off: it introduces a little bit of friction into the customer onboarding process but assumes they&#8217;ll obtain valuable information about a new client.<\/p>\n<p>They can then use that info to help them tailor the client onboarding experience accordingly.<\/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\/new-client-fullstory-signup-customer-onboarding_checklist_8a57c18a0b5ec016fd8f151a4ed38dda_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/new-client-fullstory-signup-customer-onboarding_checklist_8a57c18a0b5ec016fd8f151a4ed38dda_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/new-client-fullstory-signup-customer-onboarding_checklist_8a57c18a0b5ec016fd8f151a4ed38dda_800.jpg\" alt=\"Visual of friction-based signup\" \/><\/picture><figcaption>Signup can be used to gather valuable info.<\/figcaption><\/figure>\n<h2 id=\"3pg9m\">The primary user onboarding process checklist template<\/h2>\n<p>Primary <a href=\"https:\/\/userpilot.com\/blog\/onboarding-tour\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding <\/a>captures a distinct (and hugely important) part of the client onboarding process. From signup all the way through to <a href=\"https:\/\/userpilot.com\/blog\/activation-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation<\/a>.<\/p>\n<p>Primary <a href=\"https:\/\/userpilot.com\/blog\/progressive-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a> has one key injective: to help new customers realize the value of your product as quickly as possible.<\/p>\n<p>How do you know you&#8217;ve achieved success? When your customers have adopted your product and started to use some of your core features.<\/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\/primary-user-onboarding-checklist_285820964ab87afe41ffcd644df516bd_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/primary-user-onboarding-checklist_285820964ab87afe41ffcd644df516bd_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/primary-user-onboarding-checklist_285820964ab87afe41ffcd644df516bd_800.png\" alt=\"Screenshot of primary onboarding checklist\" \/><\/picture><figcaption>Run through these steps to drive toward a successful primary onboarding.<\/figcaption><\/figure>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET the full copy of the new client onboarding checklist template<\/a><\/p><\/blockquote>\n<h3 id=\"7iqf1\">1. Activation point<\/h3>\n<p>The <a href=\"https:\/\/userpilot.com\/blog\/improve-user-activation\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation<\/a> point (and how to speed up how quickly users reach it) is a critical concept for any SaaS owner or product manager to grasp.<\/p>\n<p>It&#8217;s the way you&#8217;ll be able to tell your new <a href=\"https:\/\/userpilot.com\/blog\/minimum-viable-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">client onboarding<\/a> has been effective: they have understood both the <em>potential<\/em> and <em>actual <\/em>value your product offers 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\/10\/activation-point-userpilotpng_70516f44dc59d4a3ff360bcec178c3d3_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/activation-point-userpilotpng_70516f44dc59d4a3ff360bcec178c3d3_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/activation-point-userpilotpng_70516f44dc59d4a3ff360bcec178c3d3_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/activation-point-userpilotpng_70516f44dc59d4a3ff360bcec178c3d3_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/activation-point-userpilotpng_70516f44dc59d4a3ff360bcec178c3d3_800.jpg\" alt=\"User journey visual\" \/><\/picture><figcaption>Onboarding is multi-faceted.<\/figcaption><\/figure>\n<h3 id=\"aoi5t\">2. The blank screen<\/h3>\n<p>You can help drive users toward activation essentially as soon as a new client starts using your product.<\/p>\n<p>Rather than an <a href=\"https:\/\/userpilot.com\/blog\/blank-slate-ui-design-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">empty slate<\/a>, a personalized, engaging<a href=\"https:\/\/userpilot.com\/blog\/welcome-page-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"> welcome screen<\/a> &#8211; with a clear call to action &#8211; is a much better way to <a href=\"https:\/\/userpilot.com\/blog\/greeting-message-for-new-customers\/\" target=\"_blank\" rel=\"noopener noreferrer\">greet your customers.<\/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\/Welcome-product-trial-onboarding_f859102ec1816d73f7fc3c12848e5305.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Welcome-product-trial-onboarding_f859102ec1816d73f7fc3c12848e5305.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/Welcome-product-trial-onboarding_f859102ec1816d73f7fc3c12848e5305.gif\" alt=\"Animation of welcome screen\" \/><\/picture><figcaption>Greet users with a personalized message.<\/figcaption><\/figure>\n<p>Create <a href=\"https:\/\/userpilot.com\/blog\/userpilot-for-mobile-onboarding\/\" target=\"_blank\" rel=\"noopener\">mobile-first onboarding flows<\/a> with Userpilot, customizing welcome screens, carousels, and slideouts to deliver personalized messaging.<\/p>\n<h3 id=\"d2efj\">3. In-app onboarding checklists<\/h3>\n<p>Another way to ensure your primary <a href=\"https:\/\/userpilot.com\/blog\/client-onboarding-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">client onboarding<\/a> is a success is to <strong>drive users forward<\/strong>.<\/p>\n<p>How?<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">Checklists<\/a> are a proven pattern for boosting engagement and driving your users toward the <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">steps they need to take<\/a> to get value from your product.<\/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-checklist-new-client-customer-onboarding_checklist_0727f228faa632aacfa9eeb22f6d59a3_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-checklist-new-client-customer-onboarding_checklist_0727f228faa632aacfa9eeb22f6d59a3_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-checklist-new-client-customer-onboarding_checklist_0727f228faa632aacfa9eeb22f6d59a3_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-checklist-new-client-customer-onboarding_checklist_0727f228faa632aacfa9eeb22f6d59a3_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-checklist-new-client-customer-onboarding_checklist_0727f228faa632aacfa9eeb22f6d59a3_800.jpg\" alt=\"Screenshot of checklist\" \/><\/picture><figcaption>A proven UX pattern for engagement.<\/figcaption><\/figure>\n<h3 id=\"chrvs\">4. Step-by-step guides<\/h3>\n<p>Another tactic to help new client onboarding is building <a href=\"https:\/\/userpilot.com\/blog\/interactive-guides\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive guides<\/a>. Rather than simply passively absorbing information, an engaging walkthrough <a href=\"https:\/\/userpilot.com\/blog\/step-by-step-guides\/\" target=\"_blank\" rel=\"noopener noreferrer\"><em>shows<\/em> users<\/a> how to use your product &#8211; and helps dramatically shorten the learning curve.<\/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_745cbb450e0d7ca3e44ca608c87c4969.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_745cbb450e0d7ca3e44ca608c87c4969.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_745cbb450e0d7ca3e44ca608c87c4969.gif\" alt=\"Animation of interactive guides\" \/><\/picture><figcaption>Guide users to the next actionable step in their onboarding.<\/figcaption><\/figure>\n<h3 id=\"9hfqh\">5. Gamification<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-gamification\/\" target=\"_blank\" rel=\"noopener noreferrer\">Gamification<\/a> is a concept taking the SaaS world by storm.<\/p>\n<p>In essence, it&#8217;s the <a href=\"https:\/\/www.gamify.com\/what-is-gamification\" target=\"_blank\" rel=\"nofollow noopener\">introduction of fun elements into <em>any<\/em> <\/a>element of your client onboarding to encourage your users to achieve distinct tasks.<\/p>\n<p>By giving your <a href=\"https:\/\/userpilot.com\/blog\/gamification-example-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">users an incentive<\/a>, you help give users a reason to persevere with tasks they might otherwise abandon.<\/p>\n<p>Overall, gamification makes the process of reaching activation significantly smoother.<\/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\/prodpad-onboarding-ui-design_01b139f354703cd6a62e87d97c05c0f4_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/prodpad-onboarding-ui-design_01b139f354703cd6a62e87d97c05c0f4_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/prodpad-onboarding-ui-design_01b139f354703cd6a62e87d97c05c0f4_800.jpg\" alt=\"Screenshot of gamification feature\" \/><\/picture><figcaption>Encourage users to keep engaging.<\/figcaption><\/figure>\n<h3 id=\"46eq1\">6. Onboarding email sequence<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/onboarding-welcome-email-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">Email<\/a> is a powerful tool: the ability to reach <a href=\"https:\/\/userpilot.com\/blog\/free-trial-emails\/\" target=\"_blank\" rel=\"noopener noreferrer\">directly into the inbox<\/a> of any new client shouldn&#8217;t be underestimated.<\/p>\n<p>Importantly, you should have multiple variations of messaging (rather than a blanket approach).<\/p>\n<p>For example, if a customer hasn&#8217;t used their account for some time, a targeted message enticing them back in would be far more effective than a targeted discount to a power user.<\/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\/help-success-process-email_2a8d1b6d08630f648f43174336bd11dc_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/help-success-process-email_2a8d1b6d08630f648f43174336bd11dc_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/help-success-process-email_2a8d1b6d08630f648f43174336bd11dc_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/help-success-process-email_2a8d1b6d08630f648f43174336bd11dc_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/help-success-process-email_2a8d1b6d08630f648f43174336bd11dc_800.jpg\" alt=\"Visual of re-activation inbox.\" \/><\/picture><figcaption>Communicate directly with your users.<\/figcaption><\/figure>\n<h2 id=\"fgf22\">The secondary user onboarding process checklist template<\/h2>\n<p>If primary onboarding is about <strong>activation<\/strong> and getting users to start using your product in the first place, secondary onboarding is all about how you keep hold of them (<a href=\"https:\/\/userpilot.com\/blog\/increase-product-stickiness-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">product stickiness<\/a>).<\/p>\n<p>Let&#8217;s assume your customers are using most of your key features with no issues.<\/p>\n<p>That&#8217;s great &#8211; but chances are they&#8217;re not utilizing your product to its full potential. That means they&#8217;re leaving huge amounts of value on the table.<\/p>\n<p>Investing in an effective secondary client onboarding process means you can shine a light on lesser-known features, exceed customer expectations, and in doing so hopefully boost <a href=\"https:\/\/userpilot.com\/blog\/customer-confidence\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer confidence<\/a>, retention, and <a href=\"https:\/\/userpilot.com\/blog\/customer-loyalty\/\" target=\"_blank\" rel=\"noopener noreferrer\">loyalty<\/a>.<\/p>\n<p>Here are the steps you should take here:<\/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\/secondary-user-onboarding-process_d959940864ca1d4a159842d886214493_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/secondary-user-onboarding-process_d959940864ca1d4a159842d886214493_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/secondary-user-onboarding-process_d959940864ca1d4a159842d886214493_800.png\" alt=\"Secondary user onboarding checklist\" \/><\/picture><figcaption>What it takes to craft an effective secondary onboarding flow.<\/figcaption><\/figure>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET the full copy of the new <strong>client<\/strong> onboarding checklist template<\/a><\/p><\/blockquote>\n<h3 id=\"fqa43\">1. Product usage and behavior analytics data setup<\/h3>\n<p>The key to getting secondary onboarding right is <strong><a href=\"https:\/\/userpilot.com\/blog\/product-usage\/\" target=\"_blank\" rel=\"noopener noreferrer\">data<\/a><\/strong>: you can&#8217;t rely on guesswork. Product analytics will help shed light on <a href=\"https:\/\/userpilot.com\/blog\/product-usage-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer behavior <\/a>(this is particularly effective when you get insight down to the level of individual user segments).<\/p>\n<p>The right data will help you <a href=\"https:\/\/userpilot.com\/blog\/users-behavior\/\" target=\"_blank\" rel=\"noopener noreferrer\">make informed decisions <\/a>about how to tweak and target your client onboarding to ensure it&#8217;s fit for purpose.<\/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-features-usage-insights_9160849f1baf3fc00c8fdec41d45e383_800.webp 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-features-usage-insights_9160849f1baf3fc00c8fdec41d45e383_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-features-usage-insights_9160849f1baf3fc00c8fdec41d45e383_800.webp 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-features-usage-insights_9160849f1baf3fc00c8fdec41d45e383_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-features-usage-insights_9160849f1baf3fc00c8fdec41d45e383_800.webp\" alt=\"Visual of Userpilot goal interface\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> has a powerful suite of analytics tools.<\/figcaption><\/figure>\n<h3 id=\"b17hl\">2. Goals and milestones setup<\/h3>\n<p>Another critical aspect to pay attention to is how many distinct goals your customers are actually managing to hit as part of their onboarding.<\/p>\n<p>Start by <a href=\"https:\/\/userpilot.com\/blog\/b2b-saas-customer-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">mapping<\/a> out the customer journey and understanding the key milestones a customer needs to hit to achieve <a href=\"https:\/\/userpilot.com\/blog\/customer-success-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">success<\/a>.<\/p>\n<p>That&#8217;ll give you a solid idea of how far along users are getting, potential barriers along the way, and where you need to focus your efforts.<\/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\/goals-userpilot-product-led-growth-strategy_7b76e58997e7210dbbc898f02a1747a1_800.png 1x, https:\/\/images.storychief.com\/account_6827\/goals-userpilot-product-led-growth-strategy_7b76e58997e7210dbbc898f02a1747a1_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/goals-userpilot-product-led-growth-strategy_7b76e58997e7210dbbc898f02a1747a1_800.png 1x, https:\/\/images.storychief.com\/account_6827\/goals-userpilot-product-led-growth-strategy_7b76e58997e7210dbbc898f02a1747a1_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/goals-userpilot-product-led-growth-strategy_7b76e58997e7210dbbc898f02a1747a1_800.png\" alt=\"goals-userpilot-product-led-growth-strategy\" \/><\/picture><figcaption>Track goal with <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"dfeue\">3. Tooltips<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/what-are-tooltips\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tooltips<\/a> are targeted ways of offering valuable information &#8211; contextualized to the experience of each customer &#8211; without cluttering your interface with unnecessary information.<\/p>\n<p>Use them to help your customers discover how to <a href=\"https:\/\/userpilot.com\/blog\/onboarding-tooltips-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">utilize key features <\/a>(or discover new 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\/tooltip-saas-activation-strategies-userpilot_4fb8c9127dcdeef6952fbbf3c67f5e57_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/tooltip-saas-activation-strategies-userpilot_4fb8c9127dcdeef6952fbbf3c67f5e57_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltip-saas-activation-strategies-userpilot_4fb8c9127dcdeef6952fbbf3c67f5e57_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/tooltip-saas-activation-strategies-userpilot_4fb8c9127dcdeef6952fbbf3c67f5e57_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tooltip-saas-activation-strategies-userpilot_4fb8c9127dcdeef6952fbbf3c67f5e57_800.jpg\" alt=\"Screenshot of tooltips in Userpilot\" \/><\/picture><figcaption>Tooltips are an excellent UX pattern to deploy within your product. Build them code-free with <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"288c3\">4. Self-service resource center<\/h3>\n<p>New client onboarding is <em>never <\/em>going to be completely smooth sailing.<\/p>\n<p>Your customers will always have <a href=\"https:\/\/userpilot.com\/blog\/saas-knowledge-base-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">queries, issues, and challenges<\/a> to overcome. Providing <a href=\"https:\/\/userpilot.com\/blog\/self-service-support-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">self-service support<\/a> means your customers are empowered to solve their own problems. Importantly, they also offer users a choice: if they&#8217;d prefer to read an FAQ or product documentation, they can do that. If they&#8217;d rather watch a video, that could be an option too.<\/p>\n<p>Not every query needs to go to your support team!<\/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-resource-center-product-led-onboarding_17556e3f89fa9227b548a9734d3572b5_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-resource-center-product-led-onboarding_17556e3f89fa9227b548a9734d3572b5_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-resource-center-product-led-onboarding_17556e3f89fa9227b548a9734d3572b5_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-resource-center-product-led-onboarding_17556e3f89fa9227b548a9734d3572b5_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-resource-center-product-led-onboarding_17556e3f89fa9227b548a9734d3572b5_800.jpg\" alt=\"Screenshot of Userpilot flows\" \/><\/picture><figcaption>Help customers solve their own problems.<\/figcaption><\/figure>\n<h3 id=\"agh8a\">5. A\/B testing<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/ab-testing-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">Testing<\/a> is a valuable tool for product managers. It&#8217;ll help you develop an <a href=\"https:\/\/userpilot.com\/blog\/alternatives-to-ab-testing\/\" target=\"_blank\" rel=\"noopener noreferrer\">empirical mindset <\/a>and solve problems based on customer data &#8211; you can easily test different flows (one musing a tooltip, the other a modal for example), and see which drives more goal completions.<\/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\/ab-test-userpilot_4d35ff1467258a483b116773a20c0278_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/ab-test-userpilot_4d35ff1467258a483b116773a20c0278_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/ab-test-userpilot_4d35ff1467258a483b116773a20c0278_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/ab-test-userpilot_4d35ff1467258a483b116773a20c0278_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/ab-test-userpilot_4d35ff1467258a483b116773a20c0278_800.jpg\" alt=\"Visual of A\/B testing\" \/><\/picture><figcaption>Use data to make better decisions.<\/figcaption><\/figure>\n<h3 id=\"2hubk\">6. New feature announcement<\/h3>\n<p>Finally, an often overlooked way to help customers unlock extra value from your product: <em>tell <\/em>them about<a href=\"https:\/\/userpilot.com\/blog\/how-to-measure-new-feature-success\/\" target=\"_blank\" rel=\"noopener noreferrer\"> new features<\/a>! It&#8217;s amazing how many product managers miss this critical step.<\/p>\n<p>A concise, clear announcement of an exciting<a href=\"https:\/\/userpilot.com\/blog\/new-feature-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\"> new feature <\/a>&#8211; particularly when targeted to relevant user groups &#8211; is a great way of increasing customer happiness by directing their attention to something they might have otherwise completely missed.<\/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-webhooks-release-announcement_98b2c77a784969fb8dfa2d685e970d04_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-webhooks-release-announcement_98b2c77a784969fb8dfa2d685e970d04_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-webhooks-release-announcement_98b2c77a784969fb8dfa2d685e970d04_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-webhooks-release-announcement_98b2c77a784969fb8dfa2d685e970d04_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-webhooks-release-announcement_98b2c77a784969fb8dfa2d685e970d04_800.jpg\" alt=\"Screenshot of Userpilot interfaces\" \/><\/picture><figcaption>Don\u2019t forget to drive interest toward your new features.<\/figcaption><\/figure>\n<h2 id=\"843ji\">The tertiary user onboarding process checklist template<\/h2>\n<p>Tertiary onboarding has its own set of challenges &#8211; and we&#8217;ll address how best to overcome them in this section of the article.<\/p>\n<p>But what is tertiary onboarding? At this stage, your users will typically be activated, paying customers who are using a large chunk of your product&#8217;s functionality. That <em>doesn&#8217;t <\/em>mean you get to keep them indefinitely: you need to <strong>keep<\/strong> these users engaged.<\/p>\n<p>In practice, that means <a href=\"https:\/\/userpilot.com\/blog\/upsell-opportunities-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">upselling<\/a> at the right time, regularly collecting (and acting) on customer feedback, and spotting opportunities to improve the customer experience.<\/p>\n<p>Your goal should be to turn normal customers into <a href=\"https:\/\/userpilot.com\/blog\/power-users\/\" target=\"_blank\" rel=\"noopener noreferrer\">power users<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/customer-advocacy\/\" target=\"_blank\" rel=\"noopener noreferrer\">advocates<\/a>, who actively spread the good word about your product.<\/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\/tertiary-onboarding-checklist_965ceb27be654c96521f8847eee77100_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tertiary-onboarding-checklist_965ceb27be654c96521f8847eee77100_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/tertiary-onboarding-checklist_965ceb27be654c96521f8847eee77100_800.png\" alt=\"Screenshot of tertiary onboarding checklist\" \/><\/picture><figcaption>Onboarding doesn\u2019t finish after signup. It keeps evolving.<\/figcaption><\/figure>\n<blockquote><p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET the full copy of the new <strong>client<\/strong> onboarding checklist template<\/a><\/p><\/blockquote>\n<h3 id=\"9flbr\">1. User surveys<\/h3>\n<p>Good product decisions come from a deep understanding of your user <a href=\"https:\/\/userpilot.com\/blog\/nps-vs-csat\/\" target=\"_blank\" rel=\"noopener noreferrer\">needs<\/a> (and how best to beat them). <a href=\"https:\/\/userpilot.com\/blog\/b2b-customer-satisfaction-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">Surveys<\/a> are some of the most effective ways to gather that <a href=\"https:\/\/userpilot.com\/blog\/product-nps\/\" target=\"_blank\" rel=\"noopener noreferrer\">information<\/a> &#8211; they&#8217;re even more effective when you can launch them within your app itself.<\/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\/nps-userpilot_5819d10da9d2a974d7c3a46a98692d72.gif 1x, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/nps-userpilot_5819d10da9d2a974d7c3a46a98692d72.gif 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/nps-userpilot_5819d10da9d2a974d7c3a46a98692d72.gif 1x, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/nps-userpilot_5819d10da9d2a974d7c3a46a98692d72.gif 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/nps-userpilot_5819d10da9d2a974d7c3a46a98692d72.gif\" alt=\"Animation of Userpilot survey\" \/><\/picture><figcaption>Launch surveys in-app with <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot.<\/a><\/figcaption><\/figure>\n<h3 id=\"3fd9b\">2. Segmentation<\/h3>\n<p>It&#8217;s a huge mistake to assume all your users are the same &#8211; and that they&#8217;ll benefit from a similar customer experience (especially during onboarding).<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/product-user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">User segmentation<\/a> is a powerful tool that&#8217;ll help you to stratify and split out core groups of customers &#8211; typically based on their underlying needs &#8211; and flexibly<a href=\"https:\/\/userpilot.com\/blog\/customer-lifecycle-segmentation-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"> design a new client onboarding experience<\/a> that works <em>specifically <\/em>for that user group.<\/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-segmentation-_5fc56f45d69ec3fd709e7274e3787615_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-segmentation-_5fc56f45d69ec3fd709e7274e3787615_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-segmentation-_5fc56f45d69ec3fd709e7274e3787615_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-segmentation-_5fc56f45d69ec3fd709e7274e3787615_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-segmentation-_5fc56f45d69ec3fd709e7274e3787615_800.jpg\" alt=\"Screenshot of segments in Userpilot\" \/><\/picture><figcaption>Target different customer groups with segmentation.<\/figcaption><\/figure>\n<h3 id=\"dl7cj\">3. Ask for reviews<\/h3>\n<p>One way of ensuring your tertiary onboarding is effective is to ask your customers directly for <a href=\"https:\/\/userpilot.com\/blog\/how-to-ask-for-customer-reviews\/\" target=\"_blank\" rel=\"noopener noreferrer\">reviews<\/a>. Remember to brace for any negative feedback: it&#8217;s often far <em>more <\/em>helpful than bland, positive words of encouragement. Why? Because it helps you target specific areas for improvement.<\/p>\n<p>It&#8217;s particularly interesting when you can analyze patterns across multiple reviews.<\/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\/ask-for-reviews-in-app_ca7e62fc2900135626d62e406f774f86_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/ask-for-reviews-in-app_ca7e62fc2900135626d62e406f774f86_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/ask-for-reviews-in-app_ca7e62fc2900135626d62e406f774f86_800.webp\" alt=\"Visual of in app survey\" \/><\/picture><figcaption>There is no such thing as bad feedback.<\/figcaption><\/figure>\n<h3 id=\"9a2ss\">4. Prompt upsells<\/h3>\n<p>Sometimes, with the relentless focus on meeting user needs, people can forget that your SaaS needs to operate as a commercial enterprise.<\/p>\n<p>A big part of that is picking the right moment to target your customers with <a href=\"https:\/\/userpilot.com\/blog\/upsell-opportunities-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">upselling opportunities.<\/a><\/p>\n<p>It&#8217;s a fine balance.<\/p>\n<p>You don&#8217;t want to pull the trigger too soon, or you run the risk of putting people off. But leave it too late, and you could miss huge opportunities for <a href=\"https:\/\/userpilot.com\/blog\/upselling-examples-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">boosting revenue<\/a> (and of course giving customers access to features that could help 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\/10\/loom-upgrade-modal_caac6ad08d13e86df62cc34af1d92ec2_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/loom-upgrade-modal_caac6ad08d13e86df62cc34af1d92ec2_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/loom-upgrade-modal_caac6ad08d13e86df62cc34af1d92ec2_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/loom-upgrade-modal_caac6ad08d13e86df62cc34af1d92ec2_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/loom-upgrade-modal_caac6ad08d13e86df62cc34af1d92ec2_800.jpg\" alt=\"Visual of upsell graphic\" \/><\/picture><figcaption>Targeted upselling can be extremely effective.<\/figcaption><\/figure>\n<h3 id=\"cllp0\">5. Delight users<\/h3>\n<p>Ultimately, what&#8217;s going to take your product to the next level &#8211; beyond being a mere utility someone needs to do their job &#8211; is if they experience some kind of <em><a href=\"https:\/\/userpilot.com\/blog\/customer-delight\/\" target=\"_blank\" rel=\"noopener noreferrer\">delight<\/a><\/em> while using it.<\/p>\n<p>It&#8217;s that special spark that makes someone want to tell a friend.<\/p>\n<p>A great example from the tech world in recent years is the rapid expansion of both the iPod and iPhone: the user experience was simply head and shoulders above any alternatives.<\/p>\n<p>With that level of <a href=\"https:\/\/userpilot.com\/blog\/customer-love\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer love<\/a>, it didn&#8217;t take much for customers to spread the word and become product advocates.<\/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\/swag-userpilot-customer-delight-new-client-customer-onboarding_checklist_04d9bee9ad21311a414e786f86af522f_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/swag-userpilot-customer-delight-new-client-customer-onboarding_checklist_04d9bee9ad21311a414e786f86af522f_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/swag-userpilot-customer-delight-new-client-customer-onboarding_checklist_04d9bee9ad21311a414e786f86af522f_800.webp\" alt=\"Visual of social media post - customer advocate\" \/><\/picture><figcaption>Customer delight can turn your users into your best marketing tool.<\/figcaption><\/figure>\n<h2 id=\"btmt4\">Conclusion<\/h2>\n<p>Phew, that&#8217;s a lot of ground we&#8217;ve covered!<\/p>\n<p><a href=\"https:\/\/userpilot.notion.site\/userpilot\/New-Customer-Onboarding-Checklist-For-SaaS-Products-d5d56b0b3dcc41dc98e54a8e6f228a72\" target=\"_blank\" rel=\"noopener noreferrer\">GET the full copy of the new <strong>client<\/strong> onboarding checklist template<\/a>.<\/p>\n<p>Hopefully, you now have a reusable framework that&#8217;ll help you understand why onboarding for new clients is important, the key stages and how they differ, and some specific tactics to deploy to help you make your onboarding as effective as possible.<\/p>\n<p>Want to get started with customer onboarding? <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Get a Userpilot Demo<\/a> and see how you can craft effective onboarding experiences (for existing and new clients alike).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article, we&#8217;re going to explore core aspects of the client onboarding process, map out what you should include in a client onboarding checklist, and specific tactics for success. Ready to get started? Let&#8217;s dive straight in!<\/p>\n","protected":false},"author":51,"featured_media":25391,"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":[695,1080,306,496,1313,1108,139,362,550,215,50,451],"class_list":["post-25389","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-best-onboarding-software","tag-client-onboarding","tag-customer-onboarding","tag-customer-onboarding-in-saas","tag-customer-onboarding-process","tag-customer-onboarding-strategy","tag-customer-onboarding-tool","tag-onboarding-checklist","tag-onboarding-tools","tag-product-manager","tag-user-onboarding","tag-user-onboarding-checklist-template"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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