In my experience, you should follow up 4-5 times. In many instances, we receive positive responses much later in the follow-up cycle. For context: Selling to 100-plus-person SaaS B2B organisations.
Have you thought about how your solution differs to Appcues and Intercom Tours? Just curious, as my team tried to build a solution like this but struggled to differentiate in the noisy space that is visual onboarding tools
I worked as an engineer at my previous company, where I was responsible for optimizing the onboarding flow. Existing onboarding flows often discard the fact that onboarding is a continuous process, not something that just happens during the first session. This was a problem we encountered, too. My team and I built an in-app bot to tackle this. It works "out of the box" with Intercom, Segment, and Mixpanel data. I'd love to get your feedback - https://onboarding.traitly.com/
Co-founder here. We use Segment Webhooks to access your users' real-time data feed, for example, who your users are and what they do inside your app. Whenever a user completes an event in your app (for example, create a project or add a user), Segment sends a message to the Traitly platform and Traitly checks whether the event the user performed is a key event shown inside the User Success Bot. If it is, we remove it from the list of key events the user sees and we increase their progress score. If you need any more information on this, feel free to follow up here or contact me directly at [email protected]