Try to set-up a call with users to reduce SaaS churn

How to use the technique

• Do your homework. Ask preliminary questions in the signup form. Have it with you during the call. Use buyer persona to make first interaction personalized. Our free churn optimization framework has more details for you. 
• Use automatized software like Calendly to handle your schedule. You can then set-up availability to specific timeslots and handle all your weekly onboarding calls at once
• Know what to ask to provide personalized experience. Prepare questions that you need to ask from new users. Don’t make first call too informal. Ask 2-3 relevant questions that will help you better understand the needs of the user.
• Provide help. The first call isn’t about getting feedback rather it should be focused on providing assistance. Ask if the user needs any help? This improves engagement significantly.
• Send a thank you email. End your call with a proper closing. Send a personalized thank you email with relevant information (related to the conversation). This is your best bet to reduce churn and increase the activation rate.
• Feedback analysis is an essential part of the first call. The data you collect from all the calls needs to be analyzed. Use analysis for decision-making and for improving UX. Check out our free churn optimization framework to learn more on data analysis.

Mistakes to avoid

• Selling in the first call is really a bad idea. Don’t do it. Instead, let the user speak, take notes, and offer a customized solution.
  
• Lack of personalization. Not using user’s personal information such as name, location, etc. in the conversation isn’t a good idea. Greet user with the name. Use relevant personal information to let users know you have done your work.
• Explaining features. This call isn’t about your software features. It isn’t about the benefits either. It should be all about the user.