Onboarding Checklist

Psychologists have discovered that when people progress towards a goal, they feel much happier and fulfilled.

You can apply this truth to your life as a whole, and you can apply it to the microcosm of SaaS. When SaaS users work towards a goal, they develop an eagerness and intensity to have more interaction with the SaaS.

Showing progress can be particularly useful when onboarding new users, for example by showing a progress bar or a checklist of actions that need to be done to get set up or to learn how the product works. LinkedIn, for example, indicates a user’s progress towards filling out their profile.

If you can delight your customers with simple goal-focused actions, you can increase activation and reduce churn.