Intercom Onboarding Setup for SaaS

Intercom Onboarding Setup for SaaS

Shastnyy G

Marketing Automation Wizard

12 days
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Intercom Onboarding Setup for SaaS is a comprehensive solution designed to improve user engagement, onboarding, and activation for software as a service (SaaS) companies. With over 9 years of experience working with SaaS companies, I am equipped with the knowledge and skills needed to help you achieve your goals. This service focuses on guiding new users through the main features of your product, highlighting the key benefits, and helping them to understand the value of your product. We use the following Intercom features to achieve this goal: - Automated website visitor messages: Engage website visitors with personalized messages, even when you are not available to chat with them in real time. - Lead capture through the website live chat widget: Capture leads through website chat and qualify them based on specific criteria. - Automated Emails: Create and send targeted email campaigns to customers, improving customer engagement and keeping them informed. - Automated in-app messages: Send targeted, personalized messages to customers directly within your app or website. - Intercom advanced campaigns: Create campaigns that combine various communication channels, such as website chat, email, and in-app messaging, for a more comprehensive and effective communication strategy. We will work together to create a customized Intercom setup that is tailored to your needs. We will set up your automated website visitor messages, lead capture forms, email campaigns, and in-app messages, ensuring that your customers receive consistent and relevant messaging throughout their journey with your company. We will guide new users through the key features of your product, highlighting the benefits and helping them to understand the value of your product. We'll do our best to showcase the Wow features of your product, getting them to the Aha-moment, and helping to convince new users to fully engage with your product and increase their likelihood of becoming paying customers. This service also includes extensive integration support, allowing you to connect Intercom with other tools and services you use to run your business. This includes integrating Intercom with your CRM, email marketing, and analytics tools, helping you to streamline your processes and make data-driven decisions. Let's configure Intercom to your needs and improve user engagement, onboarding, and activation. We are here to help you every step of the way, ensuring that your Intercom setup is optimized for success.


1. An extensive diagram showcasing your customer journey and the messages/actions we will setup on each stage of it. 2. Copy for all automated emails and messages. 3. Automated emails, in-app and website visitor messages, and advanced campaigns configured in your Intercom system with proper triggering. 4. (Optional and depending on the Intercom plan) Configured in-app guides with proper copy and flows.

Frequently Asked Questions

Which services can clients contract via the MeasureMatch marketplace platform?

The consultants, consultancies, agencies & SIs in our global network execute important systems and data project work including, but not limited to:

-            Select and deploy a data warehouse solutions like Snowflake, BigQuery and others

-            Set up dashboards in Power BI, Tableau or Google Data Studio

-            Power customer data collection using RudderStack, Segment, Tealium or similar

-            Implement product analytics solutions like Mixpanel or Amplitude

-            Build data pipelines in Azure, AWS and Google Cloud

-            Transform data using dbt, Fivetran and similar

-            Plus heaps of data & analytics services reaching into complex AI/ML initiatives

The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 3,000+ tools and products including the Adobe Experience Cloud stack, the Google Marketing Platform and Google Cloud suite of tools, Segment, Mixpanel, Intercom, Hubspot, DOMO, Power BI, Tableau and 1,000s more.

Does MeasureMatch quality control new service providers?

Every one of the MeasureMatch network of service providers has been through a stringent application process, including an interview to ensure relevance of Service providers and quality of delivery. And each is fully aware of the how the platform works, including the commercial framework.

Why book consultants or consultancies via MeasureMatch?

It's easy and incredibly fast to find and book an incredibly valuable professional services partners through the MeasureMatch marketplace platform.

And, because we handpick and screen all service provider applicants, or they are invited by technology vendors participating in the MeasureMatch Partner Exchange, we're seeing more than 95% of contracts rated 5 full starts by clients (as of September 2023).

Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you need - to name a few in one of our most popular services categories (CRM & Marketing Automation), MeasureMatch has the skills and pros you need.

3,000+ skills across 10,000+ systems & data services professionals are accessible via the MeasureMatch marketplace and partnerships platform.

You'll have direct, seamless and flexible access to a highly-skilled, verified workforce of independent consultants, consultancies, agencies and even system integrators, each armed with the skills to advance customer and product data collection, data engineering, data pipeline management, marketing analytics, marketing automation, personalization, programmatic media investment management and much more.

Who should sign up to MeasureMatch?

On one side, through a Client account, the platform is for business leaders who need to solve for, address and advance any number of cloud software systems and/or data challenges, and they are open to embracing service providers located anywhere across the globe to get the work done.

On another side, with a Service Provider account, MeasureMatch is for consultancies, agencies, system integrators and independent consultants to provide exceptional systems & data professional services.

The third entry point into MeasureMatch, the Partner Exchange, is for SaaS and enterprise software vendors, and a growing number of other types of organizations, to use a set of tools grow and deepen service provider relationships for customer success, go-to-market partnerships, and more.

What are MeasureMatch Service Packages?

A Service Package describes a service on offer from a consultant or consultancy participating in the MeasureMatch professional services marketplace.
Service Packages compliment MeasureMatch Experts' profiles with services that can be booked "off the shelf".
Service Packages are the only way a prospective client can directly strike up a discovery, scoping, pricing negotiation with any MeasureMatch Expert - otherwise, a project brief needs to be submitted.
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