Home Uncategorized The Art Of Onboarding New GHL Saas Users – CheckLists + User Guides

The Art Of Onboarding New GHL Saas Users – CheckLists + User Guides

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The Art Of Onboarding New GHL Saas Users – CheckLists + User Guides

GHL

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The ART of Onboarding

Correct Onboarding = Client Using The Software Daily = RETENTION

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Retention means more money every month…

Yeah.. The churn rate with software is 3% on average…

WRONG!!

GoHighlevel has thousands of features

You can overwhelm new users if you don’t onboard properly

… I sold a facebook crm saas that was very easy to use…

NEVER had any question from our new user….

I was running a free trial with credit card upfront…

But guess what? …

He cancelled one day after the recharge was done… lol

Then he contacted me and said…

“Sorry i forgot and i never used the free trial…”

I had to refund him and SPEND time …

Otherwise he treated me with a bad review,,,

That’s when i started to focus more on onboarding…

They say saas is easy but the hard part is activating users

ONBOARDING IS NO JOKE

So here are 3 tips:

– Pay a VA to do an onboarding call
– Hire the gohighlevel team for the set up
– Charge a set up fee upfront

Onboarding is an art because

… You have to REALLY understand your niche and ideal customer

Think about it …

What did you do when you first saw gohighlevel or other saas?

And you client will probably say:

– Oh! I feel overwhelmed
– Where do i click?
– Is there any tutorial?
– I think i need to contact support..
– hmm i’ll submit a refund…

You don’t want that…

Solve it with:

– TOOLTIPS (you can use lou, userflow, etc…)
– Add a training about how to achieve a x result (appointments) in niche, not just support features
– Send a text message with a calendar to schedule appointment
– Gamify the process
– Reward when your users do a small thing
– Have a “paid” facebook group that serves as support channel

If you activate your new users you’ll get more money every month!!

Don’t take it lightly…

So what tools do you use for onboarding or what onboarding questions do you have?
Comment here

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