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4 Steps · 10 Tools

How to Improve Customer Onboarding

Get new users to their 'aha moment' faster.

The Solution

Create guided product tours, automated welcome sequences, and track activation metrics to find drop-off points.

Step-by-Step

1

Build interactive product tours and walkthroughs

Intercom logo

AI-first customer service platform.

Try Free
Notion logo

All-in-one workspace for notes, docs, and project management.

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2

Send automated welcome email sequences

HubSpot logo
HubSpot
4.9
AI

All-in-one CRM platform for marketing, sales, and customer service.

Try Free
ConvertKit logo

ConvertKit is an email marketing tool designed for creators and small businesses.

Try Free
Brevo logo

Brevo is an all-in-one marketing platform designed to enhance your customer engagement.

Try Free
3

Track user activation and feature adoption

Mixpanel logo

Product analytics for building better products.

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Amplitude logo

Digital analytics platform for product and growth teams.

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Hotjar logo

Website heatmaps, recordings, and feedback tools.

Try Free
4

Offer proactive support during onboarding

Intercom logo

AI-first customer service platform.

Try Free
Crisp logo
Crisp
4.1
AI

Crisp is a powerful customer support tool designed for modern businesses.

Try Free
LiveChat logo

LiveChat is a powerful customer support tool that enhances real-time communication.

Try Free

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A
Alex CarterHead of Research

Former SaaS product manager turned analyst. Personally tested 200+ tools and built the scoring methodology behind SaasHunter rankings.

Frequently Asked Questions

What tools do I need to improve customer onboarding?

Based on our analysis, you need 10 tools across 4 steps. Top picks include LiveChat, Mixpanel, Brevo.

How long does it take to improve customer onboarding?

Most teams can implement this 4-step workflow within 1-2 weeks. Many of the recommended tools offer free trials, so you can start testing immediately.