How to create the perfect customer onbording?

Jan. 28, 2019, 1:12 p.m.

1 Answer

Feb. 11, 2019, 10:15 a.m.

Customer onboarding is the process of a new customer (user) goes through to become familiar with your product or service. The way you onboard your new clients set the tone for your future relationship with him. It also increases the value of your brand in their mind, as well as turning usual users to accurate fans. This process can help your business to reduce customer churn for maximum profitability. How to create a perfect customer onboarding? Here you have a guide:

Create a customer onboarding strategy
Doesn’t sound so romantic, right? But it is the most important part of every business activity. You won’t build a perfect onboarding program without creating a strategy first. Otherwise, you run the huge risk of being ineffective. Set up your goals, now!

Get to know your customer
First of all, you need to understand your customer and see his expectations. What values does he want a product to provide? What and why does he need your product?

You won’t achieve anything without constant communication. You must show your customers your value and be honest. Avoid common mistakes such as not performing enough legwork, lacking a clearly written process, creating information overload or forgetting basic customer service. Don’t ignore analytics. Making assumptions is the worst you can do.

Ask for feedback
Create a custom checklist. Remember that every client is different and keep in mind that it should always be a personal experience. Take the results personally. Remember to make it short and simple. Don’t stretch your clients’ patience.

Measure your effects
It’s all about your business and its improvement. Collect customer feedback, track key metrics, identify friction points and analyze everything. This is the only way to get to know what’s working and what should be improved.

Customer onboarding doesn’t start when someone buys something from you. It begins for the first time that an individual comes in contact with your brand. That is why building a seamless experience from the beginning is so important.