Product / Free editable template

SaaS user onboarding flow template

A SaaS onboarding flow maps the screens and decisions between sign-up and the moment a new user gets value. This example shows four screens from account creation to the first completed task, notes where users drop off, and follows the activation decision into invites, upgrade prompts or nudge emails.

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SaaS user onboarding flow example showing four wireframed onboarding screens, drop-off notes for each step, activation decision with nudge and upgrade paths
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Define your activation moment

    Decide which action shows that a new user has got value, such as completing a first task. Every screen in the flow should move them towards it, so cut anything that does not.

  2. Add real drop-off numbers

    Replace the example percentages with figures from your analytics. The step with the largest drop is usually the best place to start redesigning, because small gains there carry through every later step.

  3. Plan the path for stalled users

    Write the emails or in-app prompts that reach people who do not activate. Link each one to a specific next step, such as a template, rather than a general reminder.

Questions about this template

What if our activation event isn't a teammate invite?

Rename the activation decision to the action that shows value in your product, then update the nudge and upgrade paths that follow it.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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