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Table of Contents
Introduction to Targetron's Case Study on Sign-Ups
Sales intelligence platform and B2B directory Targetron boosted activation from 25% to 47% by redesigning its SaaS onboarding workflow. The SaaS platform transforms sign-ups into loyal, active users.
This is common among SaaS platforms after they’ve built their promising project, sign-ups are rolling, and then the results are unsatisfying. Based on various studies, many SaaS platform loses a large portion of their users in the very first week. Targetron’s data could attest to that.
In fact, only about 25% of our users come back after signing up with our B2B leads directory and business intelligence platform. Sign-ups are growing, but engagement during onboarding is low.
So the big question is: How do you transform one-time sign-ups into loyal, active users who see the value right away?
The Targetron Challenge: Cracking the Onboarding Code
Targetron’s value proposition is simple and powerful: We provide verified leads and crucial business intelligence to U.S. businesses.
The problem we face is the user onboarding issue.
- When a user first logs in, the dashboard is empty, or if not empty, you cannot find what you’re searching for.
- Users don’t know where to start.
- This results in a major issue. Only 25% of users are active by Day 7.
Without getting users to an early win, churn increases. This slows down revenue growth and risks the business.
The Onboarding Redesign Strategy
Shifting Philosophy
We changed our approach to user onboarding.
- Old Way: We tried to educate users on every feature. This was overwhelming.
- New Way: We focus on getting users to get their first quick win immediately. The goal is to create an “Aha!” moment on Day 1.
The Key Changes Implemented
Here are the three core changes we made to achieve this.
- Instant Directory Preview: Upon first log-in, the dashboard is more user-friendly. We populate with a sample directory of leads. This instantly shows the user the value of the platform.
- Quick Win Goal: We updated all our tutorials for an easy walk-through. Finding and exporting their first leads is very easy.
- Personalized WhatsApp Call: Our 24-hour sales professional is always ready to answer your call and give you personalized business advice.
B2B Local Leads Directory
Build your list of ideal customers for cold outreach.
Results & Metrics
The new onboarding strategy had a direct and immediate impact on key business metrics.
- Targetron Account Activation: Increased from 25% to 47%.
- Export Actions: We saw a 2x increase in the number of leads exported.
- Churn Reduction: Customer churn was reduced by 18%. (Churn is when a customer leaves your business.)
- Support Tickets: We received 30% fewer “How do I start” support queries.
These numbers confirmed that our focus on quick wins led directly to measurable gains in user adoption and reduced churn.
Customer Story Example
This isn’t just about numbers. The redesign helped real people like Nadine, a veteran real estate agent in Chicago.
- Before: Nadine signed for Targetron. But after logging in to our dashboard, she got confused, didn’t know where to start, and never used the platform. She was part of the 75% who didn’t activate.
- After: With the new onboarding, Nadine signed up and instantly saw a preview of Illinois real estate leads, which is her target market. She followed the Quick Win Goal, exported her first 50 leads, and was fully active by Day 7.
Her story shows the human impact of our strategy. The redesign turned a frustrated user into an active customer in just one week.
Lessons Learned (Key Takeaways for SaaS Teams)
This project provided some clear lessons for any team focused on user onboarding:
- Value First, Features Second: The goal is not to teach every feature. It’s to show users the product’s value as quickly as possible.
- Quick Wins: Guided, actionable steps are far more effective than lengthy tutorials.
- Always Test and Measure: Don’t assume a new strategy will work. Use data and metrics to prove your changes are making a real impact.
Conclusion & Call-to-Action
Onboarding isn’t just a formality, but it’s the point where a SaaS company either wins or loses a customer. By focusing on delivering wins, Targetron successfully transformed its onboarding from a weakness into a powerful growth lever.
What to Do Next:
For SaaS Founder: Take a critical look at your own onboarding process. Can you deliver an “Aha!” moment in the first five minutes? This could be the most important change you make to boost activation and reduce churn.
For businesses seeking leads: If you’re ready to see how fast verified leads can grow your business, [Try Targetron Now]. Experience our redesigned onboarding and get your first leads in minutes.
FAQ
Most frequent questions and answers
1. Go to the Targetron Platform.
2. Select categories and locations.
3. Click search, and export to get the data.
Local business directory is a list of businesses within a particular niche, category, or industry.
B2B data is the information used to help sales and marketing. This includes a database of company details, emails, phones, social links, and other useful information.
- Login with your Targetron account.
- Open the Business Directory.
- Select Industry and Location.
- Open Advanced Filters and Select Business Status (Temporarily/Permanently Closed)