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User Onboarding
Experience for SaaS
Inspirations from Basecamp 3
by Guerric de Ternay
Building expectation (like in a movie)
Give the choice to try a sample version before setting up the real workspace
Here is a sample version
A smart way to
promote one of
Basecamp’s side
projects
Introduce the 6
main features
of Basecamp 3
Once I have played
with the sample
version, I start with
the real onboarding
process.
4 steps: I know how
long this will take
Name your workspace
The onboarding process
shares some use cases
Oh. Here is the
name I gave to my
workspace
First thing: I’m asked to
invite my team
The onboarding experience focuses on helping the user to set up
his account in order to make the most out of using Basecam...
Ask for Name and Email
Step 2
A Yes-No question
that defines how
the workspace will
be set up
Once again, the onboarding experience focuses on helping the user
to set up his account (and choose a pricing plan).


Wor...
If I am not sure about the answer,
I can get a quick look at the help
guide
In step 2, Basecamp’s onboarding process still focuses on inviting
people.
That’s a key success factor for a SaaS product ...
If I am not sure
about the answer, I
can get a quick look
at the help guide
Step 3
If I am not sure
about the answer, I
can get a quick look
at the help guide
Wow. In step 3, Basecamp’s onboarding experien...
If I am not sure
about the answer, I
can get a quick look
at the help guide
I did not add anybody to my workspace so it sk...
Et voilà. I’m back on Basecamp’s workspace.

It looks the same than the one I played with, except
that I’m starting from a...
Thanks for the
welcoming messages
A recommendation what feature I
should do first.
It is still focusing on interacting with
other users.
That’s a nice way to...
A quick description of
what Basecamp is.
That’s useful if I’ve been
invited by one of my
colleagues.
There is a guide, just in case I don’t
find the user interface interactive
enough.
And I’m encouraged to
reach out the support
team, when needed.
Basecamp 3 is good source of inspiration for your
user onboarding process.
The company has been involved in building SaaS
...
Basecamp 3 is the 3rd iteration of their most
successful SaaS product. You can imagine that the
user onboarding experience...
Follow me on Twitter: @GuerricdeTernay
And on SlideShare.
Interested in SaaS?
Read this short guide:
Designing a Pricing S...
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Inspirations for a Great SaaS User Onboarding Experience: Basecamp 3

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More about SaaS, marketing, and product management on http://boostcompanies.com/

Basecamp's user onboarding experience is an example of slick way to onboard your new users. Basecamp 3 offers a nice user onboarding experience that focuses on inviting your team to the SaaS application.

Activation is key in SaaS. This example of onboarding process illustrates how to smoothly encourage users to invite their team and become active users.

This SlideShare aims at inspiring other product managers who are working on improving the user onboarding experience of their SaaS product.

Publié dans : Internet
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Inspirations for a Great SaaS User Onboarding Experience: Basecamp 3

  1. 1. User Onboarding Experience for SaaS Inspirations from Basecamp 3 by Guerric de Ternay
  2. 2. Building expectation (like in a movie)
  3. 3. Give the choice to try a sample version before setting up the real workspace
  4. 4. Here is a sample version
  5. 5. A smart way to promote one of Basecamp’s side projects
  6. 6. Introduce the 6 main features of Basecamp 3
  7. 7. Once I have played with the sample version, I start with the real onboarding process.
  8. 8. 4 steps: I know how long this will take
  9. 9. Name your workspace
  10. 10. The onboarding process shares some use cases
  11. 11. Oh. Here is the name I gave to my workspace
  12. 12. First thing: I’m asked to invite my team
  13. 13. The onboarding experience focuses on helping the user to set up his account in order to make the most out of using Basecamp.
  14. 14. Ask for Name and Email
  15. 15. Step 2
  16. 16. A Yes-No question that defines how the workspace will be set up
  17. 17. Once again, the onboarding experience focuses on helping the user to set up his account (and choose a pricing plan). 
 Working with Clients is a central feature in Basecamp 3.
  18. 18. If I am not sure about the answer, I can get a quick look at the help guide
  19. 19. In step 2, Basecamp’s onboarding process still focuses on inviting people. That’s a key success factor for a SaaS product that helps teams.
  20. 20. If I am not sure about the answer, I can get a quick look at the help guide Step 3
  21. 21. If I am not sure about the answer, I can get a quick look at the help guide Wow. In step 3, Basecamp’s onboarding experience is still focusing on the users. It really shows that users are key to Basecamp’s success.
  22. 22. If I am not sure about the answer, I can get a quick look at the help guide I did not add anybody to my workspace so it skipped the 4th step.
  23. 23. Et voilà. I’m back on Basecamp’s workspace.
 It looks the same than the one I played with, except that I’m starting from a blank page.
  24. 24. Thanks for the welcoming messages
  25. 25. A recommendation what feature I should do first. It is still focusing on interacting with other users. That’s a nice way to encourage the activation of a new user.
  26. 26. A quick description of what Basecamp is. That’s useful if I’ve been invited by one of my colleagues.
  27. 27. There is a guide, just in case I don’t find the user interface interactive enough.
  28. 28. And I’m encouraged to reach out the support team, when needed.
  29. 29. Basecamp 3 is good source of inspiration for your user onboarding process. The company has been involved in building SaaS products for years. @GuerricdeTernay
  30. 30. Basecamp 3 is the 3rd iteration of their most successful SaaS product. You can imagine that the user onboarding experience has been the result of hours of work and more than 15 years of experience in SaaS. There is definitely something to learn from Basecamp’s user onboarding experience. @GuerricdeTernay
  31. 31. Follow me on Twitter: @GuerricdeTernay And on SlideShare. Interested in SaaS? Read this short guide: Designing a Pricing Strategy for SaaS: Why You Can’t Overlook Value Metrics

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