{"id":4021,"date":"2019-09-26T22:36:21","date_gmt":"2019-09-26T22:36:21","guid":{"rendered":"https:\/\/blog.reamaze.com\/?p=4021"},"modified":"2019-09-26T22:37:15","modified_gmt":"2019-09-26T22:37:15","slug":"how-to-streamline-saas-client-onboarding-with-reamaze-process-street","status":"publish","type":"post","link":"https:\/\/www.reamaze.com\/blog\/how-to-streamline-saas-client-onboarding-with-reamaze-process-street\/","title":{"rendered":"How to Streamline SaaS Client Onboarding with Re:amaze + Process Street"},"content":{"rendered":"

Customer success is one of the most important parts of any SaaS business model, and the onboarding process is where that <\/span>success<\/span><\/a> starts.\u00a0<\/span>In fact, the onboarding process can often mean the difference between early <\/span>churn<\/span><\/a> and a recurring long-term customer.<\/span><\/p>\n

So how do you make sure your onboarding process is as tight and well-optimized as possible? By <\/span>automating your processes<\/span><\/a>. By automating your processes, you’ll be able to drive down costs, boost success rates, and increase the <\/span>efficiency<\/span><\/a> of workflows in your business.<\/span><\/p>\n

In this post, I’ll break down each step along the way to setting up an integration between <\/span>Re:amaze<\/span><\/a> and <\/span>Process Street<\/span><\/a>, to streamline the onboarding process to provide maximum value for new customers.<\/span><\/p>\n

Let\u2019s get started!<\/span><\/p>\n

How to Use Re:amaze and Process Street to Streamline Your Onboarding Process<\/b><\/h2>\n

The bottom line is that integrations can save you time and money by automating manual processes in your everyday workflows.<\/span><\/p>\n

For example, if you’re doing onboarding and you have to manually send the same email out dozens of times per day, for each new sign-up, then it’s easy to see how much time you’d save with a simple integration.\u00a0<\/span>Similarly, if you have a <\/span>checklist<\/span><\/a> for each task in the onboarding process, it makes things even easier.<\/span><\/p>\n

Processes are invaluable for pretty much any recurring task you need to do in your business. The benefits of <\/span>process management<\/span><\/a> are clear, and you can double-down on those benefits by adding a little <\/span>automation<\/span><\/a> to the mix.<\/span><\/p>\n

Process Street<\/span><\/a> is a versatile workflow management tool that allows you to create and edit highly customizable <\/span>templates<\/span><\/a>, which you then use to <\/span>run checklists<\/span><\/a>.\u00a0<\/span><\/p>\n

By structuring all of your recurring tasks around a clearly-written, standard process (a checklist) with actionable tasks, you do two things:<\/span><\/p>\n