We Used to Lose Customers at Onboarding. Now It Takes Just 10 Minutes

I think we lost that lead."
"Why?"
"They didn’t finish onboarding. Said it was confusing. Never came back.

This was a weekly conversation in the growth team meetings. A rapidly growing SaaS company was doing everything right: ads were converting, the product was solid, and support was responsive. Yet, churn was high. And worse, many users never even activated.

The Real Problem Was Hidden

After reviewing dozens of abandoned signups and feedback logs, the issue became obvious. The onboarding journey was scattered.

• Some steps were automated, others manual
• Emails were inconsistent and often delayed
• There was no live status for customers or the team

It was not about the product. It was about the first impression.

Enter COREDE

With COREDE Flow Engine, they redesigned the experience without touching the product itself. Instead of adding new steps, they removed friction.

Here is how:

• A dynamic welcome email was sent immediately after signup
• A short onboarding form adapted to each user's needs
• Based on the form, a personalized workflow was triggered
• All communication happened in one clear channel (email or WhatsApp)
• The sales team was instantly notified if a user got stuck

And most importantly, it all happened in the background. No one had to manually check or follow up.

Before vs After

Before COREDE:

• 5 different tools involved
• 48 to 72 hours to complete onboarding
• Team often unaware of stuck users
• 37 percent of users never activated

After COREDE:

• One central workflow
• Onboarding completed in 10 minutes
• Team notified in real time
• Activation rate rose to 81 percent

The Big Lesson

Automation does not mean less human touch. It means less chaos.

By making onboarding clear, personalized, and fast, this team not only reduced churn but created a better first experience. Customers stayed longer. The team finally stopped hearing:

I got confused and gave up.

Now they hear:

That was the smoothest onboarding I’ve seen.