Onboarding

How to A/B Test SaaS Onboarding and Optimize Retention

We spend money on getting people to our website, visitors spend eight seconds on the page and 98% will never return. Boy, that hurts. It is especially painful for SaaS businesses because of their lengthy sales funnels and high acquisition costs. A while ago our marketing team at Linkody decided to gather data on how …

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Accelerating and Amplifying Your Financial Institution’s Onboarding Success

Subscribe to The Financial Brand via email for FREE! It’s unlikely that any financial marketer doesn’t know that quicker and friendlier account-opening and onboarding should be a top priority. Not only neobanks but big banks like Capital One are aggressively promoting account opening in five minutes or less. Even so, a great number banks and …

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Digital Onboarding – the First Step of Your Bank’s Digitalization

The first interaction with the potential client defines the relationship that you’re going to have. For most users, the first time they get to meet your brand is going to be on the web. And so their digital onboarding journey begins. The thing that seals off the first impression when dealing with a financial institution …

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3 Tips For Effectively Onboarding Employees in a Growing Company

Your business is scaling; congratulations! You’re making more revenue, reaching more markets, and hiring more staff. But times of rapid growth are often times of rapid change, and you need to ensure that your new employees get shown the same level of care and dedication you gave to employee number 2. Getting employees started on …

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If Personalized Learning Is Going to Work, Teacher Onboarding Must Improve. Here’s How.

In 2017, at the end of our third year of implementing personalized learning at Dallas ISD, our central personalized learning team conducted a series of stepback meetings with school leaders. We wanted to learn their biggest concerns around implementation, along with what was and wasn’t working for them. One thing consistently bubbled to the surface …

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