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22 tactics matching “SaaS onboarding”

Company → Tactic → Pattern → Flow

SaaS onboarding
CanvaGrowth path
01Choose format
02Apply template
03Replace content
04Export design
Mechanism map · Tactern analysis
Canva

Start with something, not a blank canvas

Canva templates supply a composition that users can customize for their own task.

Activation
Product-led
FigmaGrowth path
01Browse templates
02Choose use case
03Duplicate
04Adapt with team
Mechanism map · Tactern analysis
Figma

Duplicate a starting point

Figma and FigJam templates let a user begin with an existing structure.

ActivationProduct-led
LinearGrowth path
01Select issue type
02Apply template
03Fill relevant details
04Submit actionable issue
Mechanism map · Tactern analysis
Linear

Issue templates standardize the first useful input

Linear templates give recurring issues and projects a reusable starting structure.

ActivationProduct-led
CanvaGrowth path
01Google Search
02Template landing page
03Browse template
04Start designing
05Signup
Mechanism map · Tactern analysis
Canva

Template-Led Acquisition

Canva connects specific design searches to public templates that lead directly into creation.

AcquisitionActivationProduct-led
NotionGrowth path
01Find workflow
02Preview template
03Add to workspace
04Customize
05Use again
Mechanism map · Tactern analysis
Notion

A template for every starting point

Notion’s template marketplace connects specific workflows with pages people can add to their workspace.

AcquisitionActivationProduct-led
FigmaCollaboration loop
01Create file
02Share access
03Teammate joins
04Review together
05Invite another collaborator
Mechanism map · Tactern analysis
Figma

The multiplayer invite loop

Figma’s shared files give designers a practical reason to invite teammates into a working document.

ActivationViralityProduct-led
CanvaCollaboration loop
01Create design
02Invite team
03Add feedback
04Revise
05Return to project
Mechanism map · Tactern analysis
Canva

Design becomes shared work

Canva connects creating a design to sharing it with people who can contribute and review.

ActivationRetentionProduct-led
NotionGrowth path
01Select old tool
02Import content
03Review pages
04Continue working
Mechanism map · Tactern analysis
Notion

Import an existing workspace

Notion provides import paths so an evaluation can start with existing information.

ActivationProduct-led
SlackCollaboration loop
01Create workspace
02Invite colleagues
03Join channel
04Start conversation
Mechanism map · Tactern analysis
Slack

Invite teammates into the workspace

Slack workspaces become useful when colleagues join the conversation.

ActivationViralityProduct-led
SlackGrowth path
01Find app
02Connect tool
03Receive useful update
04Continue in channel
Mechanism map · Tactern analysis
Slack

Apps connect existing workflows

Slack’s app directory surfaces integrations for tools a team already uses.

AcquisitionProduct-led
LinearGrowth path
01Choose source
02Import issues
03Review mapping
04Plan work
Mechanism map · Tactern analysis
Linear

Import issues into the evaluation

Linear’s import tools help teams evaluate workflows with their existing issues.

ActivationProduct-led
WiseReferral loop
01Open eligible offer
02Share link
03Friend gets discount
04Qualifying transfer
05Inviter receives reward
Mechanism map · Tactern analysis
Wise

A free transfer for a friend, a reward for the inviter

Wise’s free-transfer invite program gives friends a transfer discount and rewards inviters after qualifying transfers.

AcquisitionViralityFintech
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