Jamie McDermott
@jamiemcd.bsky.social
SaaS advisor. B2B onboarding tinkerer. Agency owner (www.theuserflow.co)
SaaS onboarding metric you're not tracking: Time to first team invitation
In B2B, single-user accounts convert at 23%
Multi-user accounts? 58%
✅ Make team collaboration a key part of your activation flow.
In B2B, single-user accounts convert at 23%
Multi-user accounts? 58%
✅ Make team collaboration a key part of your activation flow.
June 11, 2025 at 11:45 AM
SaaS onboarding metric you're not tracking: Time to first team invitation
In B2B, single-user accounts convert at 23%
Multi-user accounts? 58%
✅ Make team collaboration a key part of your activation flow.
In B2B, single-user accounts convert at 23%
Multi-user accounts? 58%
✅ Make team collaboration a key part of your activation flow.
Today's brutal SaaS truth:
💡 'Intuitive' product ≠ Good onboarding
We had a client with amazing UI but 15% trial conversion.
Why? They assumed intuitive meant self-explanatory.
No product is self-explanatory to a new user with their own mental model.
💡 'Intuitive' product ≠ Good onboarding
We had a client with amazing UI but 15% trial conversion.
Why? They assumed intuitive meant self-explanatory.
No product is self-explanatory to a new user with their own mental model.
June 9, 2025 at 11:45 AM
Today's brutal SaaS truth:
💡 'Intuitive' product ≠ Good onboarding
We had a client with amazing UI but 15% trial conversion.
Why? They assumed intuitive meant self-explanatory.
No product is self-explanatory to a new user with their own mental model.
💡 'Intuitive' product ≠ Good onboarding
We had a client with amazing UI but 15% trial conversion.
Why? They assumed intuitive meant self-explanatory.
No product is self-explanatory to a new user with their own mental model.
Counterintuitive SaaS finding: Longer onboarding flows can outperform shorter ones.
▪️ 5 steps with progress indicators > 2 steps without context
💡 Key: Users don't mind steps. They mind confusion.
Tested with 3 clients. Longer, clearer flows saw 2.3x higher completion.
▪️ 5 steps with progress indicators > 2 steps without context
💡 Key: Users don't mind steps. They mind confusion.
Tested with 3 clients. Longer, clearer flows saw 2.3x higher completion.
June 6, 2025 at 11:45 AM
Counterintuitive SaaS finding: Longer onboarding flows can outperform shorter ones.
▪️ 5 steps with progress indicators > 2 steps without context
💡 Key: Users don't mind steps. They mind confusion.
Tested with 3 clients. Longer, clearer flows saw 2.3x higher completion.
▪️ 5 steps with progress indicators > 2 steps without context
💡 Key: Users don't mind steps. They mind confusion.
Tested with 3 clients. Longer, clearer flows saw 2.3x higher completion.
When your SaaS onboarding has 17 steps, 6 tooltips, and you're asked to upload your logo immediately.
June 5, 2025 at 10:46 AM
When your SaaS onboarding has 17 steps, 6 tooltips, and you're asked to upload your logo immediately.
⁉️ Question: When do most SaaS trials fail?
📉 Answer: 48 hours after signup
Analyzed 10k+ trial users. 67% of those who don't take action in first 48hrs never come back.
💡 Your onboarding doesn't have days. It has hours.
📉 Answer: 48 hours after signup
Analyzed 10k+ trial users. 67% of those who don't take action in first 48hrs never come back.
💡 Your onboarding doesn't have days. It has hours.
June 4, 2025 at 11:45 AM
⁉️ Question: When do most SaaS trials fail?
📉 Answer: 48 hours after signup
Analyzed 10k+ trial users. 67% of those who don't take action in first 48hrs never come back.
💡 Your onboarding doesn't have days. It has hours.
📉 Answer: 48 hours after signup
Analyzed 10k+ trial users. 67% of those who don't take action in first 48hrs never come back.
💡 Your onboarding doesn't have days. It has hours.
Just reviewed 50+ SaaS welcome emails.
Common mistake: Information overload.
Best performer had:
✅ Single clear CTA
✅ 3 bullet value props
✅ Next step preview
✅ Open rate: 72%
✅ Click rate: 48%
✅ Simple > Comprehensive
Common mistake: Information overload.
Best performer had:
✅ Single clear CTA
✅ 3 bullet value props
✅ Next step preview
✅ Open rate: 72%
✅ Click rate: 48%
✅ Simple > Comprehensive
June 2, 2025 at 11:45 AM
Just reviewed 50+ SaaS welcome emails.
Common mistake: Information overload.
Best performer had:
✅ Single clear CTA
✅ 3 bullet value props
✅ Next step preview
✅ Open rate: 72%
✅ Click rate: 48%
✅ Simple > Comprehensive
Common mistake: Information overload.
Best performer had:
✅ Single clear CTA
✅ 3 bullet value props
✅ Next step preview
✅ Open rate: 72%
✅ Click rate: 48%
✅ Simple > Comprehensive
The 3 stages of SaaS onboarding confusion:
🤷♂️ 'Where do I start?'
🤷♂️ 'Am I doing this right?'
🤷♂️ 'Is this worth my time?'
Fix these with: Clear first action, progress indicators, and early wins.
Saw one company reduce support tickets by 64% just by addressing these 3 questions.
🤷♂️ 'Where do I start?'
🤷♂️ 'Am I doing this right?'
🤷♂️ 'Is this worth my time?'
Fix these with: Clear first action, progress indicators, and early wins.
Saw one company reduce support tickets by 64% just by addressing these 3 questions.
May 30, 2025 at 11:45 AM
The 3 stages of SaaS onboarding confusion:
🤷♂️ 'Where do I start?'
🤷♂️ 'Am I doing this right?'
🤷♂️ 'Is this worth my time?'
Fix these with: Clear first action, progress indicators, and early wins.
Saw one company reduce support tickets by 64% just by addressing these 3 questions.
🤷♂️ 'Where do I start?'
🤷♂️ 'Am I doing this right?'
🤷♂️ 'Is this worth my time?'
Fix these with: Clear first action, progress indicators, and early wins.
Saw one company reduce support tickets by 64% just by addressing these 3 questions.
The evolution of many SaaS tools' onboarding experience. But, if there's confusion, you're lucky if users get past it without a lot of help...
Excitement → Confusion (try to avoid this!) → Aha! Moment → Unstoppable momentum.
Excitement → Confusion (try to avoid this!) → Aha! Moment → Unstoppable momentum.
May 19, 2025 at 11:45 AM
The evolution of many SaaS tools' onboarding experience. But, if there's confusion, you're lucky if users get past it without a lot of help...
Excitement → Confusion (try to avoid this!) → Aha! Moment → Unstoppable momentum.
Excitement → Confusion (try to avoid this!) → Aha! Moment → Unstoppable momentum.
The power of great user onboarding.
May 16, 2025 at 11:45 AM
The power of great user onboarding.
Friendly reminder emails when users don’t finish onboarding. 😂
May 14, 2025 at 11:45 AM
Friendly reminder emails when users don’t finish onboarding. 😂
When your users reach an 'AHA' moment in your onboarding.
May 12, 2025 at 11:45 AM
When your users reach an 'AHA' moment in your onboarding.
When onboarding becomes a chore.
May 9, 2025 at 11:45 AM
When onboarding becomes a chore.
Me still waiting for the onboarding tour to finish.
May 7, 2025 at 11:45 AM
Me still waiting for the onboarding tour to finish.
When your onboarding feels more like filing taxes.
May 5, 2025 at 11:45 AM
When your onboarding feels more like filing taxes.
When you finally experience onboarding that's personalized, contextual, and actually helps you get stuff done.
May 2, 2025 at 11:45 AM
When you finally experience onboarding that's personalized, contextual, and actually helps you get stuff done.
SaaS onboarding secret: Celebrate micro-wins.
Users who get positive feedback in first 48hrs are 3.2x more likely to convert.
Added celebration triggers to a client's product:
▪️ First integration ✅
▪️ Team invite accepted 🎉
▪️ Initial workflow complete 🏆
▪️ Trial conversions up 40%
Users who get positive feedback in first 48hrs are 3.2x more likely to convert.
Added celebration triggers to a client's product:
▪️ First integration ✅
▪️ Team invite accepted 🎉
▪️ Initial workflow complete 🏆
▪️ Trial conversions up 40%
February 1, 2025 at 3:37 PM
SaaS onboarding secret: Celebrate micro-wins.
Users who get positive feedback in first 48hrs are 3.2x more likely to convert.
Added celebration triggers to a client's product:
▪️ First integration ✅
▪️ Team invite accepted 🎉
▪️ Initial workflow complete 🏆
▪️ Trial conversions up 40%
Users who get positive feedback in first 48hrs are 3.2x more likely to convert.
Added celebration triggers to a client's product:
▪️ First integration ✅
▪️ Team invite accepted 🎉
▪️ Initial workflow complete 🏆
▪️ Trial conversions up 40%
Find your optimal trial length for B2B SaaS:
✅ It's when users hit their 'aha moment': ideally within 5 days
✅ Stop using arbitrary 14/30 day trials: learn the sweet spot for your market
✅ Measure time to value, add a week for validation: constantly analyze & learn
✅ It's when users hit their 'aha moment': ideally within 5 days
✅ Stop using arbitrary 14/30 day trials: learn the sweet spot for your market
✅ Measure time to value, add a week for validation: constantly analyze & learn
February 1, 2025 at 12:01 PM
Find your optimal trial length for B2B SaaS:
✅ It's when users hit their 'aha moment': ideally within 5 days
✅ Stop using arbitrary 14/30 day trials: learn the sweet spot for your market
✅ Measure time to value, add a week for validation: constantly analyze & learn
✅ It's when users hit their 'aha moment': ideally within 5 days
✅ Stop using arbitrary 14/30 day trials: learn the sweet spot for your market
✅ Measure time to value, add a week for validation: constantly analyze & learn
Smart SaaS teams are moving from:
✅ Generic welcome → Segmented flows
✅ Feature tours → Value paths
✅ Help docs → Contextual guidance
✅ Setup steps → Success milestones
The evolution of onboarding is all about personalization at scale.
✅ Generic welcome → Segmented flows
✅ Feature tours → Value paths
✅ Help docs → Contextual guidance
✅ Setup steps → Success milestones
The evolution of onboarding is all about personalization at scale.
January 31, 2025 at 3:37 PM
Smart SaaS teams are moving from:
✅ Generic welcome → Segmented flows
✅ Feature tours → Value paths
✅ Help docs → Contextual guidance
✅ Setup steps → Success milestones
The evolution of onboarding is all about personalization at scale.
✅ Generic welcome → Segmented flows
✅ Feature tours → Value paths
✅ Help docs → Contextual guidance
✅ Setup steps → Success milestones
The evolution of onboarding is all about personalization at scale.
Analyzed millions in lost SaaS revenue.
The pattern?
Companies spending $30k/month on ads but $0 on converting those signups. Fix your onboarding before scaling your marketing.
It's cheaper to convert existing trials than buy new ones.
The pattern?
Companies spending $30k/month on ads but $0 on converting those signups. Fix your onboarding before scaling your marketing.
It's cheaper to convert existing trials than buy new ones.
January 31, 2025 at 12:01 PM
Analyzed millions in lost SaaS revenue.
The pattern?
Companies spending $30k/month on ads but $0 on converting those signups. Fix your onboarding before scaling your marketing.
It's cheaper to convert existing trials than buy new ones.
The pattern?
Companies spending $30k/month on ads but $0 on converting those signups. Fix your onboarding before scaling your marketing.
It's cheaper to convert existing trials than buy new ones.
The 'aha moment' problem in B2B SaaS:
82% of users never experience it because companies hide it behind complex setup processes.
💸 Pro tip: What's the ONE thing that makes users go 'oh, now I get it'? Build your entire onboarding around that moment.
82% of users never experience it because companies hide it behind complex setup processes.
💸 Pro tip: What's the ONE thing that makes users go 'oh, now I get it'? Build your entire onboarding around that moment.
January 30, 2025 at 3:37 PM
The 'aha moment' problem in B2B SaaS:
82% of users never experience it because companies hide it behind complex setup processes.
💸 Pro tip: What's the ONE thing that makes users go 'oh, now I get it'? Build your entire onboarding around that moment.
82% of users never experience it because companies hide it behind complex setup processes.
💸 Pro tip: What's the ONE thing that makes users go 'oh, now I get it'? Build your entire onboarding around that moment.
Just helped a SaaS cut their time-to-value from 14 days to 3 days.
The secret?
Stop trying to show everything.
Progressive feature revelation > feature dump. Users don't need your whole product on day 1.
They need their first win.
The secret?
Stop trying to show everything.
Progressive feature revelation > feature dump. Users don't need your whole product on day 1.
They need their first win.
January 30, 2025 at 12:01 PM
Just helped a SaaS cut their time-to-value from 14 days to 3 days.
The secret?
Stop trying to show everything.
Progressive feature revelation > feature dump. Users don't need your whole product on day 1.
They need their first win.
The secret?
Stop trying to show everything.
Progressive feature revelation > feature dump. Users don't need your whole product on day 1.
They need their first win.
🔍 Best SaaS onboarding hack we've tested: Map your power users' first 48 hours.
⁉️ What exactly did they do?
⁉️ In what order?
That's your golden path.
One client found 80% of successful users completed the same 4 actions on day one. Make those actions impossible to miss.
⁉️ What exactly did they do?
⁉️ In what order?
That's your golden path.
One client found 80% of successful users completed the same 4 actions on day one. Make those actions impossible to miss.
January 29, 2025 at 3:37 PM
🔍 Best SaaS onboarding hack we've tested: Map your power users' first 48 hours.
⁉️ What exactly did they do?
⁉️ In what order?
That's your golden path.
One client found 80% of successful users completed the same 4 actions on day one. Make those actions impossible to miss.
⁉️ What exactly did they do?
⁉️ In what order?
That's your golden path.
One client found 80% of successful users completed the same 4 actions on day one. Make those actions impossible to miss.
The hidden cost of poor onboarding:
🔴 $250-$800 wasted per failed trial
🔴 40% of support tickets from basic confusion
🔴 3.2 hours per user in manual help
Most founders only see the direct revenue loss. The operational drain is often 2-3x bigger.
🔴 $250-$800 wasted per failed trial
🔴 40% of support tickets from basic confusion
🔴 3.2 hours per user in manual help
Most founders only see the direct revenue loss. The operational drain is often 2-3x bigger.
January 29, 2025 at 12:01 PM
The hidden cost of poor onboarding:
🔴 $250-$800 wasted per failed trial
🔴 40% of support tickets from basic confusion
🔴 3.2 hours per user in manual help
Most founders only see the direct revenue loss. The operational drain is often 2-3x bigger.
🔴 $250-$800 wasted per failed trial
🔴 40% of support tickets from basic confusion
🔴 3.2 hours per user in manual help
Most founders only see the direct revenue loss. The operational drain is often 2-3x bigger.
SaaS startup myth: Users will figure it out if your product is good enough.
Reality: Even great products fail without clear onboarding.
Case study: Saw a company boost trial conversion from 12% to 31% just by adding a 5-step activation checklist.
Sometimes the simplest solutions work best.
Reality: Even great products fail without clear onboarding.
Case study: Saw a company boost trial conversion from 12% to 31% just by adding a 5-step activation checklist.
Sometimes the simplest solutions work best.
January 28, 2025 at 3:37 PM
SaaS startup myth: Users will figure it out if your product is good enough.
Reality: Even great products fail without clear onboarding.
Case study: Saw a company boost trial conversion from 12% to 31% just by adding a 5-step activation checklist.
Sometimes the simplest solutions work best.
Reality: Even great products fail without clear onboarding.
Case study: Saw a company boost trial conversion from 12% to 31% just by adding a 5-step activation checklist.
Sometimes the simplest solutions work best.
Just analyzed 100+ SaaS onboarding flows. The shocking truth? 67% of users abandon during setup.
Not because the product is bad, but because the path to value isn't clear. The best products create a 'quick win' within the first 3 minutes.
What's your quickest path to user value?
Not because the product is bad, but because the path to value isn't clear. The best products create a 'quick win' within the first 3 minutes.
What's your quickest path to user value?
January 28, 2025 at 12:01 PM
Just analyzed 100+ SaaS onboarding flows. The shocking truth? 67% of users abandon during setup.
Not because the product is bad, but because the path to value isn't clear. The best products create a 'quick win' within the first 3 minutes.
What's your quickest path to user value?
Not because the product is bad, but because the path to value isn't clear. The best products create a 'quick win' within the first 3 minutes.
What's your quickest path to user value?