Projetly For GTM Team

Enable AI-Assisted User Onboarding, No Development Required

Our no-code platform empowers your GTM team to create tailored onboarding experiences in your app and drive conversions, freeing your product team to focus on core product innovation.

With Projetly’s self-onboarding platform, you can create AI-assisted onboarding checklists, personalized email follow-ups, in-app surveys, AI assistants, and in-app tours and enable PLG motion.

What is a user onboarding software?

A user onboarding software refers to digital tools and platforms designed to streamline the process of introducing new users to a product or service. It encompasses a range of features such as guided tours, interactive tutorials, checklists, in-app messaging, and analytics. This software aims to create a smooth and engaging experience for new users, helping them understand the product’s value proposition, features, and functionalities efficiently.

A user onboarding software often leverages automation, customization, and data analysis to optimize user experiences and drive higher adoption rates, improved retention, and increased customer satisfaction.

Why Does Your B2B SaaS Product Need User Onboarding Software?

Projetly provides a comprehensive suite of tools designed to empower your Go-to-Market (GTM) team and streamline the onboarding process. Here’s what Projetly offers:

Key Features

Enable your GTM team to create and customize onboarding experiences without coding, ensuring quick deployment and easy adjustments.

Utilize AI to guide users through essential steps, Improving their comprehension and adoption of your product

Automate personalized email campaigns to engage users and keep them informed throughout their onboarding journey.

Create interactive in-app tours that guide users through key features and functionalities. Collect valuable feedback directly within your app to understand user needs and improve onboarding.

Offer an intelligent AI assistant to provide users with real-time help and answers to product-related questions, reducing the burden on your onboarding team.

To keep users informed and engaged, communicate important updates, new features, and announcements directly within your app

Manage onboarding projects efficiently with tasks that automatically update as users complete steps in the self-onboarding checklist, ensuring a smooth and organized onboarding process.

From day one of integration, Projetly's user onboarding platform supports Product-Led Growth (PLG) strategies, helping your GTM team drive adoption and conversion rates.

What Projetly Offers for GTM Teams?

User onboarding software is essential for B2B SaaS products because it ensures new users can quickly and effectively understand and derive value from your product. This process drives adoption, increases customer satisfaction, and improves retention rates. Here’s why your B2B SaaS product needs user onboarding software:

Enables PLG Motion

User onboarding software enables PLG motion to your GTM strategy from day one of the integration, fostering growth through excellent user experiences and high product adoption rates.

Accelerates User Adoption

Helps new users become proficient with your product quickly through guided tours and tutorials.

Enhances User Engagement

This engages users with interactive elements such as checklists, in-app messages, and personalized experiences

Improves Customer Satisfaction

Creates a smooth onboarding process, leading to higher satisfaction and better user experiences.

Reduces Churn

Ensures users see value early on, reducing their likelihood of abandoning your product.

Provides Actionable Insights

Offers analytics and feedback mechanisms to optimize the onboarding process continually.

In essence, customer onboarding software is not just a tool but a strategic asset that empowers SaaS product companies to deliver exceptional experiences, drive customer success, and attain consistent growth amidst today’s dynamic business landscape.

Bring AI Efficiency to your Product

Introduce advanced AI capabilities to streamline and enhance the user onboarding process

Comprehensive Features

For a seamless onboarding journey, access a full suite of tools, including in-app tours, surveys, personalized email follow-ups, and announcements.

Ease of Use

Create and manage onboarding experiences without coding, ensuring quick and easy deployment for your GTM team.

PLG Enablement and White-Glove Services

One product that supports Product-Led Growth strategies and provides exceptional customer onboarding service, driving user adoption and engagement.

Why You Should Choose Projetly for User Onboarding?

FAQs for User Onboarding

What is a user onboarding software?
The user onboarding software is a digital tool designed to help new users understand and use a product or service effectively. It provides features like guided tours, checklists, in-app messaging, and analytics to streamline the onboarding process and ensure users can quickly grasp the product’s value and functionalities.
Projetly’s user onboarding software enhances the product onboarding experience by offering no-code solutions that allow your GTM team to create customized onboarding experiences. With AI-assisted checklists, in-app tours, surveys, and personalized email follow-ups, users can smoothly transition into using your product, improving their overall experience and satisfaction.

Projetly’s user onboarding software offers a comprehensive suite of features, including AIassisted onboarding checklists, personalized email follow-ups, in-app surveys, AI assistants, in-app tours, and in-app announcements. Additionally, it provides onboarding project management to automate and manage tasks efficiently.

Projetly supports SaaS user onboarding by providing tools that streamline and automate the onboarding process. This includes creating personalized onboarding experiences without coding, utilizing AI to assist users, and continually offering  insights through analytics to optimize the onboarding strategy.

Yes, Projetly’s user onboarding software is designed to support Product-Led Growth (PLG) strategies from day one. Providing a seamless and engaging onboarding experience helps drive us er adoption, engagement, and conversion rates, contributing to your product’s overall growth and success.

Using no-code user onboarding software like Projetly allows your GTM team to quickly and easily create and manage onboarding experiences without coding skills. This accelerates deployment, reduces depen dency on developers, and ensures a flexible and adaptable onboarding process.

Projetly helps reduce churn rates by ensuring users understand and derive value from the product early on. With features like interactive in-app tours, personalized checklists, and real-time AI assistance, users are likelier to stay engaged and continue using the product.

The advantages of using AI in user onboarding software include improved efficiency, personalized user experiences, and the ability to provide real-time assistance. AI can streamline the onboarding process, guide users through essential steps, and adapt to individual user needs, enhancing overall user satisfaction and adoption rates.

Projetly’s onboarding project management automates and manages onboarding tasks by updating project tasks automatically as users complete steps in the self-onboarding checklist. This ensures a smooth, organized, and efficient onboarding process, allowing your product team to focus on core product innovation.

Yes, Projetly offers rest API and it can be integrated with various tools and platforms to provide a cohesive and streamlined onboarding experience. These integrations allow for better data flow, enhanced functionality, and a
more comprehensive view of the user journey.