Customer Onboarding

Customer onboarding can sometimes get too caught-up in the details, so it’s always a good idea to take a step back and look at the big picture. The goal of onboarding is to get people using your product in the most productive way, and fast. Here are some other things to consider – how good your welcome kit is, does it have the right helpful guides for their use case, and have you personalized the content to fit their needs? The onboarding experience should make as strong a case for your offering as the Sales team presented. Test the process internally so you know each step that the customer will traverse. Finally, make it worth their while to stay by getting them to first value as soon as possible.