The goal of customer onboarding is to deliver value to your users as early as possible so they continue coming back to your product and quickly adopt it as part of their daily work routine.

The customer onboarding process is focused on nurturing new customers-making sure they’re set up correctly, acquainted with your product, and comfortable using your product. Or, it could be their realization that your product or service has saved them time, energy, and resources. It may be financial, such as increased profits or decreased overhead. Success looks different for each customer. It happens between two key customer milestones: 1) when customers sign up for your product, and 2) when they experience their first success using your product.

How to measure the success of customer onboardingĬustomer onboarding is the process of teaching new customers the value of your product or service.

6 best practices for onboarding new customers.We’ll also share customer onboarding best practices and examples from businesses that are doing it right. In this guide, we’ll explain how to build your onboarding strategy so you can consistently make strong first impressions on new buyers. According to Wyzowl, 86 percent of consumers are more likely to stay loyal to a company that invests in onboarding content that welcomes and educates them after they’ve made a purchase.Ĭustomer onboarding is something you need to get right-every time. They often need information and guidance on how to get the most value out of your products or services, so you must be ready to provide customer onboarding materials.Ī proper onboarding process ensures customers know how to use your product or service effectively, helping with engagement and retention. But the work doesn’t end once a consumer decides to do business with you-the post-purchase period is a critical transition time for buyers. Most companies strive to position their product or service as the solution to customers’ problems.

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