Onboarding checklist template for SaaS apps

Which SaaS products need an onboarding checklist?

Products with setup steps before the value arrives, including tools that need integrations, imports, or team invites. If someone can sign up and still see an empty product, they need a checklist.

Where should onboarding steps appear?

During signup for the required steps, and in a persistent place for the optional ones. People often complete setup across several sessions.

How many steps should a SaaS onboarding flow have?

As few as the product allows. Every step is somewhere a new user can stop, so cut anything that can wait until later.

What makes a visible checklist raise activation?

Showing progress gives people a reason to finish what they started, and showing what is left removes the worry that setup goes on forever. Both keep new users moving toward their first real result.