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  • Writer's pictureChristina Tsiripidou

How to Perfect Your SaaS Onboarding with Profiling Questions

saas onboarding with profiling questions

Are you struggling with low activation and engagement rates in your SaaS company? The key to unlocking growth potential lies in the onboarding process, specifically the use of profiling questions. In this article, we'll delve into the benefits of SaaS onboarding profiling questions, the challenges that come with them, and how to overcome those challenges. We'll also highlight five companies that are doing it best.


Benefits of SaaS Onboarding Profiling Questions

Challenges of Onboarding Profiling Questions

How to Overcome Challenges

Companies That Do It Best

Best Practices for Onboarding Profiling Questions

Frequently Asked Questions (FAQ)

Benefits of SaaS Onboarding Profiling Questions

Asking onboarding profiling questions may seem like a daunting task, but it can have numerous benefits for your SaaS company, such as:

Better Segmentation

Profiling questions provide valuable data points that help in the segmentation of activation, engagement, and monetization efforts. This data can be used company-wide to provide more personalized experiences for your users.


With the information gathered through profiling questions, you can send quick personalized emails and in-app messaging, which can lead to higher engagement and retention rates.

Platform Personalization with SaaS Onboarding Profiling Questions

Eventually, the information gathered through profiling questions can be used to personalize the platform itself, providing a more tailored experience for each user.

wistia onboarding questions

Challenges of SaaS Onboarding Profiling Questions

While there are numerous benefits to using profiling questions in your onboarding process, there are also some challenges to consider:

Drop-off Rates

Asking too many questions can cause potential users to abandon the onboarding process. It's important to strike a balance between gathering valuable information and not overwhelming the user.

Privacy Concerns

Some users may be hesitant to provide personal information, particularly if it's not immediately clear how it will be used.

How to Overcome Challenges

To overcome the challenges associated with onboarding profiling questions, consider the following tips:

Prioritize Questions

Determine which questions are most important and ask those first. Additional questions can be asked later in the onboarding process or at a later time.

Be Transparent

Be clear about why you're asking for certain information and how it will be used. Providing transparency can help alleviate privacy concerns.