What should good customer onboarding look like?
Posted: Wed Jan 29, 2025 10:33 am
Onboarding is a continuation of the relationship that was established with the customer before the sale. It will set the tone for the next steps, which is why it is so important that the whole thing goes well.
The biggest challenge here seems to be taking care of all legal, logistical and financial issues, as well as making the entire process as easy, simple and pleasant as possible for the customer .
The most important thing here is to define a specific goal that you want to achieve. You need to define where your client is starting from and where you want to take them ultimately.
The entire path and individual stages will depend on this. When you define the europe rcs data individual events and actions in the customer journey scenario, consider which steps can be automated.
These may be, for example:
welcome message after registration
reminder messages sent to users who have not completed all formalities related to account activation
educational news: “user manual”, tutorials, tips on non-obvious functions, Q&A and FAQ
milestone celebration messages, such as “Great job! You just created your first animation!”, “Congratulations! Your first report has just been sent!”
after-sales care: satisfaction surveys, encouragement to express opinions or recommendations, simple inquiry if everything is OK and offering help in case of problems
A well-planned and executed customer onboarding definitely increases their user satisfaction, which will also translate into their engagement and subscription renewals. And that's what you want - happy and loyal customers, right?
The biggest challenge here seems to be taking care of all legal, logistical and financial issues, as well as making the entire process as easy, simple and pleasant as possible for the customer .
The most important thing here is to define a specific goal that you want to achieve. You need to define where your client is starting from and where you want to take them ultimately.
The entire path and individual stages will depend on this. When you define the europe rcs data individual events and actions in the customer journey scenario, consider which steps can be automated.
These may be, for example:
welcome message after registration
reminder messages sent to users who have not completed all formalities related to account activation
educational news: “user manual”, tutorials, tips on non-obvious functions, Q&A and FAQ
milestone celebration messages, such as “Great job! You just created your first animation!”, “Congratulations! Your first report has just been sent!”
after-sales care: satisfaction surveys, encouragement to express opinions or recommendations, simple inquiry if everything is OK and offering help in case of problems
A well-planned and executed customer onboarding definitely increases their user satisfaction, which will also translate into their engagement and subscription renewals. And that's what you want - happy and loyal customers, right?