A Blueprint for Faster Activation and Adoption
Clear, repeatable onboarding designed to drive adoption and long-term retention.
WHO IS THE ONBOARDING BLUEPRINT FOR?
The Onboarding Program Design is ideal for B2B SaaS companies that are:
-
Preparing for growth or GTM scale
-
Struggling to activate customers consistently
-
Relying on manual, high-effort onboarding steps
-
Seeing inconsistent outcomes across implementation teams
-
Planning to launch new onboarding models (self-serve, product-led, or hybrid)
Ask yourself: “Do any of the following three apply to me?”
Are we designing onboarding intentionally, or are we reacting to fires?
Is our onboarding experience consistent, measurable, and repeatable?
Can we clearly explain what success looks like at each step?
ONBOARDING BLUEPRINT
The Onboarding Program Design engagement is a structured consulting service where User Ramp partners with your team to build—or rebuild—your onboarding journey from the ground up. Instead of reactive tweaks or scattered handoffs, this engagement gives you a clear, scalable framework for user onboarding that’s aligned with your product’s value proposition and your customers’ success outcomes.
Learn More About all of Our Solutions for SaaS Growth
WHAT TO EXPECT
The Onboarding Program Design is a collaborative engagement structured in three phases:
Discovery & Research
-
Stakeholder interviews across Implementation, Sales, CS, and Product
-
Review of existing onboarding materials, tools, and customer touchpoints
-
Journey mapping of current vs. ideal onboarding experience
-
Analysis of customer usage data (if available) to identify activation trends
Design & Alignment
-
Development of a role-based onboarding flow with success milestones
-
Definition of onboarding stages and timeline expectations
-
Recommendations for user messaging (email, in-app, human-led touchpoints)
-
Decision framework for scalable vs. high-touch activities
-
Alignment with cross-functional stakeholders
Delivery & Enablement
-
Handoff of a documented onboarding framework
-
Workshop or readout session to walk through the new program
-
Optional creation of support materials or templates (playbooks, checklists, messaging copy)
Benefits That Impact Your Bottom Line
The final output is not just a document—it’s a set of tools and insights you can use to align leadership, motivate process change, and justify future investments in onboarding maturity. You’ll receive:
Expanded Customer Lifetime Value (LTV)
Lower CAC
Increasing CSAT & NPS
Increasing Customer Retention
Increased Revenue Growth
Deliverables That Drive Change
The final output is not just a document—it’s a set of tools and insights you can use to align leadership, motivate process change, and justify future investments in onboarding maturity. You’ll receive:
CLEAR PATH
ONBOARDING JOURNEY MAP
A clear diagram showing the ideal onboarding path with defined phases, milestones, touchpoints, and team ownership. Structured definitions of what success looks like at each stage of onboarding, including recommended tools and delivery methods.
SMART TOUCHPOINTS
MESSAGING AND CONTENT RECOMMENDATIONS
Recommendations for customer communications aligned with key activation moments (e.g., kickoff, first value, go-live, handoff).
COMPLETE PACKAGE
HANDOFF PLAYBOOK
A packaged document (PDF, Notion, or Google Doc) capturing the new onboarding framework, team roles, timeline, and resources.
Why This Service Matters
In B2B SaaS, onboarding isn't just a project—it's a product experience.
Yet many teams:
Deliver onboarding differently for each customer
Assume users will know how to adopt value-driving features
Focus on task completion, not value realization
Lack structured milestones, messaging, or measurement
Have no centralized source of truth for onboarding content or process