{"id":6663,"date":"2021-04-11T17:11:37","date_gmt":"2021-04-11T16:11:37","guid":{"rendered":"https:\/\/www.theproductonboarders.com\/?p=6663"},"modified":"2025-08-08T19:55:16","modified_gmt":"2025-08-08T18:55:16","slug":"saas-product-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.theproductonboarders.com\/constitution\/saas-product-onboarding-checklist\/","title":{"rendered":"B2B SaaS Product Onboarding Checklist (80+ items)"},"content":{"rendered":"[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”90px” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”2\/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][\/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”2\/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]Over the last several months, Helen and I have had the pleasure of reviewing the onboarding experience of over 60 B2B SaaS products.<\/p>\n

In doing so, we\u2019ve developed an in-depth understanding of what should be included in a product\u2019s onboarding process.<\/p>\n

We sat down to put together a short checklist of the key questions we ask ourselves when we review the product onboarding.<\/p>\n

What started as a \u2018short\u2019 checklist quickly snowballed into a 88 point checklist of all the questions we ask or think aloud as we review the website, signup flow, first-run experience, product adoption, and welcome emails.<\/p>\n

Before you read on, you might think that some of these questions sound extremely obvious.<\/p>\n

And they are.<\/p>\n

The challenge for you as a founder or product owner is that you have your own biases and you simply can\u2019t read the label from inside the jar.<\/p>\n

As Jan, Head of Growth at SatisMeter commented after purchasing one of our reviews:<\/p>\n

\u201cNow I see I have my own dark areas or different kinds of observation skills. It\u2019s interesting because some things TPO highlighted are obvious but I didn\u2019t ever change them. I pushed some of my least favorite areas\/responsibilities to the bottom of my list. And so I stopped actively looking at it with fresh eyes.\u201d<\/em><\/p><\/blockquote>\n

We hope you enjoy the onboarding checklist and we encourage you to signup for your own product and run through each item.<\/p>\n

And of course, if you\u2019d like for us to review your onboarding process and provide a 20-35 minute video that identifies how you can increase visitors to free trial users and happy, paying customers, please order your review here.<\/a><\/p>\n