SaaS Onboarding 101: Mapping the Journey to Retention & Success

Jul 29, 5:00 – 6:00 PM (UTC)

IT + SaaS (East Coast)

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About this event

For SaaS and IT companies, onboarding isn’t just a checklist—it’s your chance to set the tone for a long, successful customer relationship.

In this strategic session, we’ll show you how to plan and map your onboarding process in Miro before you build it in HubSpot. You’ll leave with a visual framework and actionable next steps. Plus, you’ll connect with other SaaS pros navigating the same challenges.

Key Takeaways:

  • Map your onboarding journey visually using Miro

  • Identify key automation points and property needs

  • Prepare your onboarding for scale and retention

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Organizers

  • Tim Jones

    HUG Leader

  • Ashlie Jones

    Eternal Works

    Co-HUG Leader