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Conversion Optimization: Where do you start with on boarding / CRO in B2B Saas?
SV
SV
Suresh Venkateswaran, Founder@Lean Foundry, Product & Tech Advisor answered:

The trial period/on boarding phase is your courtship period, and the best opportunity to convert the user into a paying customer.

Areas of focus
- on boarding communication that includes welcome email, on boarding education of the platform, links to additional material on product/service
- timely communication throughout onboarding period staying engaged with user, reaching out to ask for feedback or answer any questions
- still better if the platform is able to track Usage statistics and contextually do a reach out
- opportunity to A/B test with different communication flows to see if conversion varies across the different methods

It is key to stay engaged with the user optimally without overloading them with too much communication.

I have had success with these methods and would be happy to discuss over a call, once I understand your unique situation

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