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   The 5-step onboarding audit every SaaS founder should run 👀
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   Give your onboarding a makeover with 5 tips from Luke Marshall, CEO at Baremetrics. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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                 <p style="line-height:175%">
                  Heya, there!
                  <br/>
                  <br/>
                 </p>
                 <p style="line-height:175%">
                  How've you been? 👀 I've been thinking a lot about onboarding lately, as our offsite is in a couple of weeks in Canada. (!)
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  So I'll ask you a question that's been plaguing me too: When did you last
                  <em>
                   audit
                  </em>
                  your onboarding?
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  And I don't just mean tweaking an email subject line here or adding a tooltip there. I'm talking a real, end-to-end look at what happens from the moment a customer signs up to the moment they either convert — or disappear into the ether.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  If you're not exactly sure, you've got your answer. 😅
                 </p>
                </div>
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                 <img align="middle" alt="Whats Your Onboarding Prescence Like? Reddit Thread" src="https://inboxflows.com/_/image/https%253A%252F%252Fbaremetrics.com%252Fhs-fs%252Fhubfs%252FWhats%2520Your%2520Onboarding%2520Prescence%2520Like%253F%2520Reddit%2520Thread.png%253Fwidth%253D1120%2526upscale%253Dtrue%2526name%253DWhats%2520Your%2520Onboarding%2520Prescence%2520Like%253F%2520Reddit%2520Thread.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZiYXJlbWV0cmljcyIsInRpbWUiOjE3NzgxNTczODUuMzY4Mjc4fQ:1wKxxp:igEC_rWPNAkG70XXXF3EUYRbWx8VSo6sjtXScB7zxp0" style="outline:none; text-decoration:none; border:none; max-width:100%; font-size:16px" width="560"/>
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                 <p style="line-height:175%">
                  Luke Marshall, CEO at Baremetrics, and I dug into this recently: what a real onboarding audit looks like, and what most founders miss when they go looking.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  Today, I'm sharing with you the framework we landed on.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  Let's get into it. ☕
                 </p>
                 <p style="line-height:175%">
                 </p>
                </div>
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                 <p align="center" style="line-height:175%; text-align:center">
                  <em>
                   Was this email forwarded to you?
                  </em>
                 </p>
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                     <strong style="color:#ffffff;font-weight:normal;text-decoration:none;font-style:normal;">
                      Subscribe Here
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                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17562286232402_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <h2 style="margin:0; line-height:175%; font-size:22px">
                  Why Your Onboarding Needs a Calendar Reminder
                 </h2>
                 <p style="line-height:175%">
                  SaaS onboarding doesn't break all at once. It gradually goes stale.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  You ship a new feature and bolt an email onto the drip. You remove something old, but forget it's still in the welcome sequence. A team member leaves and you're still sending people their way.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  None of it feels urgent in the moment, but six months later, your onboarding is a patchwork of half-updated touchpoints that no longer reflect what your product does or who it's actually for.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  <span style="font-weight: bold;">
                   📌 Luke's rule of thumb:
                  </span>
                  do a full onboarding audit
                  <span style="font-weight: bold;">
                   at least once or twice a year
                  </span>
                  . Let's go into what to actually look at when you do.
                 </p>
                </div>
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               <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" data-hs-cos-general-type="widget" data-hs-cos-type="module" id="hs_cos_wrapper_module_17484506070083" style="color: inherit; font-size: inherit; line-height: inherit;">
                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17484506070083_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <h2 style="margin:0; line-height:175%; font-size:22px">
                  The Onboarding Audit Checklist
                 </h2>
                 <h3 style="font-size:17px; margin:0; line-height:175%">
                  <span style="font-weight: bold;">
                   1. Does your trial length match reality?
                  </span>
                 </h3>
                 <p style="line-height:175%">
                  Pull your data and find your actual average time from signup to conversion. Then look at your trial length. If your average close is 40 days but your trial is 14, something's off.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  <span style="font-weight: bold;">
                   📌 Luke's observation:
                  </span>
                  if you give people a month, they'll take a month, so your trial length is also a forcing function for urgency. It's worth being intentional about it.
                 </p>
                </div>
               </div>
              </td>
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               <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" data-hs-cos-general-type="widget" data-hs-cos-type="module" id="hs_cos_wrapper_module_17780857194054" style="color: inherit; font-size: inherit; line-height: inherit;">
                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17780857194054_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <h3 style="font-size:17px; margin:0; line-height:175%">
                  <span style="font-weight: bold;">
                   2. Are you treating every signup the same?
                  </span>
                 </h3>
                 <p style="line-height:175%">
                  <span style="font-weight: normal;">
                   Two people can sign up on the same day with completely different intentions. One is browsing with no urgency. The other has a live problem and a deadline. Same onboarding flow for both is a problem.
                  </span>
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  <span style="font-weight: normal;">
                   📌
                   <span style="font-weight: bold;">
                    Luke's tip:
                   </span>
                   A simple question at signup like  "what brings you here today?",  can completely change what you send someone and how fast sales reaches out.
                  </span>
                  <span style="font-weight: normal;">
                   Check whether you're capturing any intent signal upfront. If not, quick win right there.
                  </span>
                 </p>
                </div>
               </div>
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                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17780857441715_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <h3 style="font-size:17px; margin:0; line-height:175%">
                  3. What do your PQL tiers look like?
                 </h3>
                 <p style="line-height:175%">
                  "Trial signup" as a metric is too blunt. What actually predicts conversion is how deeply engaged someone is inside your product.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  Map out what a fully activated, high-intent user looks like in your platform: for example, what actions did they take in their first week? Work backwards from your best customers.
                 </p>
                 <ul style="line-height:175%">
                  <li>
                   The gap between what they did and what your churned users did is where your onboarding is breaking down.
                  </li>
                 </ul>
                </div>
               </div>
              </td>
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            </tbody>
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                <a data-hs-link-id="0" data-hs-link-id-v2="5WdQlxqM" style="color:#00a4bd" target="_blank">
                 <img align="middle" alt="Onboarding Metrics Reddit Thread" src="https://inboxflows.com/_/image/https%253A%252F%252Fbaremetrics.com%252Fhs-fs%252Fhubfs%252FOnboarding%2520Metrics%2520Reddit%2520Thread.png%253Fwidth%253D1120%2526upscale%253Dtrue%2526name%253DOnboarding%2520Metrics%2520Reddit%2520Thread.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZiYXJlbWV0cmljcyIsInRpbWUiOjE3NzgxNTczODUuMzY4NDU2MX0:1wKxxp:fw7P1LzQGwXQ6KwRjsi97sREoXVRFYUCX13lF7x2-aY" style="outline:none; text-decoration:none; border:none; max-width:100%; font-size:16px" width="560"/>
                </a>
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                 <h3 style="font-size:17px; margin:0; line-height:175%">
                  4. Where are your email open and click rates falling off?
                 </h3>
                 <p style="line-height:175%">
                  Pull open rates, click rates, and flow-through for every email in your sequence. A cliff after the first couple of emails usually means you're sending too many, they're not relevant enough, or both.
                 </p>
                 <ul style="line-height:175%">
                  <li>
                   <p style="line-height:175%">
                    For each email, ask: does this belong here, or did it just accumulate?
                   </p>
                  </li>
                 </ul>
                </div>
               </div>
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                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17780860803178_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <h3 style="font-size:17px; margin:0; line-height:175%">
                  5. Can a cold user hit their aha moment in 3 minutes?
                 </h3>
                 <p style="line-height:175%">
                  Every product has a moment where someone goes from "hm, interesting" to "okay, I get it." Your job is to get every new user there as fast as possible.
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%">
                  <span style="font-weight: bold;">
                   Here's the fastest way to gut-check this:
                  </span>
                  open an incognito window and sign up for your own product. See how long it takes you to get to that moment.
                 </p>
                 <ul style="line-height:175%">
                  <li>
                   <p style="line-height:175%">
                    If it's more than three minutes (or worse, you're confused about what to do first), that's your answer right there.
                   </p>
                  </li>
                 </ul>
                </div>
               </div>
              </td>
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          </div>
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               <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" data-hs-cos-general-type="widget" data-hs-cos-type="module" id="hs_cos_wrapper_module_17509840466121" style="color: inherit; font-size: inherit; line-height: inherit;">
                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17509840466121_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <h2 style="margin:0; line-height:175%; font-size:22px">
                  Running Your 1-Hour Audit
                 </h2>
                 <p style="line-height:175%">
                  Set a recurring calendar reminder for your onboarding audit. Twice a year, minimum. When you sit down for it, work through these five:
                 </p>
                 <ul style="line-height:175%">
                  <li>
                   <p style="line-height:175%">
                    Does your trial length match your actual time to conversion?
                   </p>
                  </li>
                  <li>
                   <p style="line-height:175%">
                    Are you capturing intent at signup and routing people accordingly?
                   </p>
                  </li>
                  <li>
                   What do your PQL tiers look like, and where are people getting stuck between them?
                  </li>
                  <li>
                   Where does email engagement fall off — and why?
                  </li>
                  <li>
                   <p style="line-height:175%">
                    Can a brand new user hit their aha moment in under 3 minutes?
                   </p>
                  </li>
                 </ul>
                </div>
               </div>
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                    </p>
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              <td class="hs_padded" style="font-family:Lato, Tahoma, sans-serif; font-size:15px; color:#23496d; word-break:break-word; padding:10px 20px">
               <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" data-hs-cos-general-type="widget" data-hs-cos-type="module" id="hs_cos_wrapper_module_17563089662661" style="color: inherit; font-size: inherit; line-height: inherit;">
                <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text" id="hs_cos_wrapper_module_17563089662661_" style="color: inherit; font-size: inherit; line-height: inherit;">
                 <p style="line-height:175%">
                  Our team is up for our 6 month review, so we will definitely be using this framework during our offsite. If you run this audit soon, I'm genuinely curious what surprises you find when you go looking. ✨
                 </p>
                 <p style="line-height:175%">
                  <br/>
                  And if you want to go deeper on this, Luke's conversation with Justin Hammond is the best place to start. Justin is one of the sharpest people out there on SaaS onboarding. Definitely worth a watch!
                 </p>
                </div>
               </div>
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               <div class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" data-hs-cos-general-type="widget" data-hs-cos-type="module" id="hs_cos_wrapper_module_177808729999611" style="color: inherit; font-size: inherit; line-height: inherit;">
                <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:separate!important">
                 <tbody>
                  <tr>
                   <td align="center" bgcolor="#5484FC" style="font-family:Lato, Tahoma, sans-serif; font-size:15px; color:#23496d; word-break:break-word; border-radius:8px; cursor:auto; background-color:#5484FC; mso-padding-alt:12px 18px" valign="middle">
                    <a data-hs-link-id="0" data-hs-link-id-v2="jy9Vl9aV" style="color:#00a4bd; font-size:16px; font-family:Lato,Tahoma,sans-serif; Margin:0; text-transform:none; text-decoration:none; padding:12px 18px; display:block" target="_blank">
                     <strong style="color:#ffffff;font-weight:normal;text-decoration:none;font-style:normal;">
                      Catch Justin's Onboarding episode here
                     </strong>
                    </a>
                   </td>
                  </tr>
                 </tbody>
                </table>
               </div>
              </td>
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            </tbody>
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                 <p style="line-height:175%">
                  Cheers,
                 </p>
                 <p style="line-height:175%">
                 </p>
                 <p style="line-height:175%; font-weight:bold">
                  Andrea
                 </p>
                 <p style="line-height:175%; font-weight:normal">
                  Content Marketer @ Baremetrics
                 </p>
                </div>
               </div>
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