Solicy Logo
Solicy Logo
Book a Call

SaaS Onboarding Best Practices for 2025 (+ Checklist)

Author's Avatar

Hovhannes S.

CEO & Founder

Reading Time: 8 min

SaaS Onboarding: FAQ

Onboarding in SaaS refers to the structured process of onboarding new customers to successfully adopt and derive value from your software. It includes welcome flows, product education, and milestone-based progression to accelerate time-to-value.

The four essential pillars of successful SaaS onboarding are activation, adoption, retention, and expansion. An effective client onboarding process flow is built around these pillars, which are especially critical in B2B SaaS onboarding where diverse user roles must be guided. Activation focuses on helping users complete critical first steps, adoption drives deeper feature engagement, retention minimizes early churn through continuous support, and expansion cultivates opportunities for account growth through demonstrated value realization.

The 'best' option depends on specific needs, but leading SaaS onboarding tools include Userpilot for creating no-code interactive product walkthroughs, Appcues for building personalized onboarding flows, and Pendo for combining product analytics with in-app guidance. These platforms help automate and optimize the onboarding experience at scale.

The SaaS onboarding funnel maps the user journey through sequential milestones: starting with signup, progressing to first meaningful action, advancing to core feature adoption, and culminating in value realization. Analyzing conversion rates between these stages helps identify friction points and opportunities to refine the onboarding experience for maximum effectiveness.

CURIOUS ABOUT WHAT WE BUILD?

Check out our portfolio.

Discover More Blogs

What Is Cross-Platform Development?

Cross-platform development refers to the process of building software ...
Jul 16, 2025 | Reading time 5 min

What is DevOps pipeline?

A DevOps pipeline can simplify software testing, development, and deli...
Jul 16, 2025 | Reading time 5 min

How Low-Code and No-Code Accelerate Software Development in Armenia

Low-code and no-code platforms are changing how businesses build soft...
Jul 16, 2025 | Reading time 6 min

What is AI In Software Testing?

## Introduction Artificial intelligence, or AI in simple terms, is t...
Jul 15, 2025 | Reading time 6 min

What is ICO and how does it work?

## The Idea of Fundraising Through Blockchain The idea of raising tho...
Jul 14, 2025 | Reading time 5 min
MCP article featured image

What is Model Context Protocol (MCP)? A Complete Guide

AI is getting smarter every day—but for the longest time, it had one f...
Jul 12, 2025 | Reading time 7 min
Ready to Get Started?
Get in Touch with Us!

Fill out the form and we will contact you as soon as possible.

Choose Country
Select Service