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Idea 💡
Create a shared Slack channel for new customers.
The more personalized a trial user’s first time experience, the more likely they are to get value out of your product and convert to a paid user.
One high-labor way to personalize onboarding is to set up an automation to automatically invite new trial users to a shared Slack channel where your customer support team is available. This could make sense for high-margin businesses or those just starting out and wanting to collect as much user feedback as possible.
Some benefits:
- It’s an unexpected level of service that “wows” users at the premium experience they’re receiving while being trial users.
- It’s also your “in” to naturally start a conversation with trial users that can work far better than an email drip sequence.
Even if a customer doesn’t convert immediately, you can leave the channel open. It helps you stay top of mind when they are in the market for your product.
Examples 🔍
Implementation channel — Whether a customer is on a trial, they've just signed an annual contract, or they're on a free plan upgrading to a paid plan, setting up an implementation channel can help customers move along by providing a shared space to ask questions.
Pilot channel — If you sell pilots of your SaaS, a shared Slack channel is a must to keep tabs on how things are going and have an easy way to troubleshoot issues.
Ongoing support channel — Even post-purchase, a shared Slack channel is a great way to provide dedicated support if that's built in to the agreement with the customer.
Resources 📚
4 ways Slack Connect keeps customers and partners connected
Slack Shared Channels: The Ultimate Cheat Sheet 2021
How to Use Slack's New Shared Channels: 6 Ways They'll Help You Send Even Fewer Emails
Cheers,
Corey
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