Hi all! I'm the VP of Product Marketing and Training for seoClarity, a leading SaaS SEO and content metrics & optimization platform. | Community
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Hi all! I'm the VP of Product Marketing and Training for seoClarity, a leading SaaS SEO and content metrics & optimization platform.

  • September 9, 2020
  • 5 replies
  • 27 views

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Hi all! I'm the VP of Product Marketing and Training for seoClarity, a leading SaaS SEO and content metrics & optimization platform. I'm using Intercom primarily to build an automated self-onboarding process for our new clients.

 

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5 replies

Eric Fitz
Employee
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  • Employee
  • September 9, 2020

Hey @mark t12 Traphagen​, welcome to Interconnected! Curious to hear about the self-onboarding process you're building out, which components are you using for this?


  • September 9, 2020

Ha - great GIF @mark t12 Traphagen​, words to live by! We're so glad you've joined Interconnected 😊 I helped put together some of Intercom's onboarding messaging (with @Phil Byrne​ of course) so hit us up if you have any questions.


  • September 9, 2020

"DID SOMEBODY SAY ONBOARDING!??!onboarding

Great to have you here, @mark t12 Traphagen​ 🙌


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  • Author
  • Active User
  • September 9, 2020

Thanks, Phil! And yes, my early attempts at automated onboarding looked much like that.


  • New Participant
  • June 5, 2026

I’d map the onboarding flow around the steps new clients usually struggle with, then add short messages or tips right when they need them. Small, clear nudges work really well.