TSN #34 - Onboarding as a Service

In partnership with

Hey! 👋

Found an interesting opportunity in the intersection of customer experience and process optimization. Every business needs great onboarding, but few do it well!

Enjoy!

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🎬 The Pitch

Imagine building an agency that specializes in one thing: making complex onboarding processes feel effortless. Whether it's helping digital agencies onboard new clients, SaaS companies welcome new users, or even governments assist new residents - there's massive value in getting the first experience right.

Here's the concept: Create packaged onboarding solutions for specific niches, combining human touch with automation. For example, help digital agencies convert their chaotic client onboarding into a streamlined process, or assist fintech companies in making user verification feel seamless. With the right approach, you could charge €5-50k per project while building recurring optimization revenue.

The best part? You can start with one niche, perfect your process, then either expand to new verticals or go deeper into your chosen specialization.

📊 Market Insights

The onboarding opportunity is massive:

• 86% of people decide to stay/leave within first 30 days

• Poor onboarding causes 23% of customer churn

• Companies lose $75B annually to bad onboarding

• AI can automate 60% of onboarding tasks Source: Customer Experience Report 2024

💡 The Concept

Core Packages:

1. Agency Client Onboarding:

   • Welcome sequences

   • Project kickoff templates

   • Client portal setup

   • Communication flows

2. SaaS User Onboarding:

   • First-time user experience

   • Feature discovery flows

   • Activation triggers

   • Success metrics

3. Location/Expat Onboarding:

   • Relocation checklists

   • Service connections

   • Documentation guides

   • Local integration

   • Check out Dubai

Service Levels:

• Audit & Strategy (€5-10k)

• Full Implementation (€15-30k)

• Ongoing Optimization (€2-5k/month)

💰 Revenue Streams

• Primary: Project-based implementations

• Secondary: Monthly optimization retainers

• Additional: Templates and playbooks

• AI automation setup fees

🛠️ Bootstrappability Score: 9/10

Start with expertise and basic tools. Main investment is in methodology development.

💻 Non-Tech Factor: 8/10

While you'll use software tools, focus is on process design and human experience.

🚀 Getting Started

1. Pick Your Niche:

   • Research target market

   • Identify pain points

   • Map current solutions

   • Define unique value

2. Build Methodology:

   • Create process templates

   • Design audit framework

   • Develop playbooks

   • Set up metrics

3. Tool Stack:

   • Project management

   • Documentation system

   • Automation tools

   • AI assistants

4. Service Development:

   • Package offerings

   • Price tiers

   • Deliverables

   • Success metrics

5. Go-to-Market:

   • Case studies

   • Content marketing

   • Partnership network

   • Direct outreach

💪 Pros & 😓 Cons

• Pro: High-value, measurable results

• Pro: Recurring optimization revenue

• Con: Each industry needs custom approach

• Con: Success depends on client implementation

🔍 Steal Somebody’s Homework & Dive Deeper

Want to explore this idea further? Check out:

• ClientFlow - Agency onboarding platform

• Rocketlane - Client onboarding software

• Dubai Now - Government service onboarding

Got onboarding horror stories or success tips? Share them - always eager to learn from real experiences!

- Slavo