Onboarding New Clients: 5 Essentials
Onboarding new clients involves careful planning and analysis. Building a relationship is much more than sending an email to say thank you for choosing your company. So, how do you create an onboarding strategy that helps you get to know your customers and ensure they have all the support they expect?
eBook release
New Customer Checklist
Onboarding a new client is a straightforward but delicate process. Don’t miss a step of this final checklist.
Creating a Strong Onboarding Program to Get (And Keep) New Clients
From sharing helpful resources to analyzing feedback so you can prioritize reviews, following key onboarding steps can help you not only instill buyer confidence but retain your customer base. It shows that you care about their goals and that your team is committed to providing them with personalized service. For example, during the first meeting, you can give them a guided tour of your product’s features and how each can solve a problem they are currently facing. Another important aspect is to provide them with educational resources that allow them to increase their ROI and get more from their purchases. This checklist outlines important steps and insider tips that you can apply to your app, such as what items to include in your customer training program and how to automate certain parts of the onboarding experience.
About This eBook
What documents should you include in your first email? How often should you collect feedback from customers? Here’s a quick overview of what you’ll find in this 360Learning guide:
- Choosing Welcome Emails
- Organizing Kick-off Meetings
- Default Setting
- Centralizing Customer Education
- Creating a Feedback Loop
Get Your Copy
Download the new Customer Onboarding List today to get on-board and lay the foundation for long-lasting relationships with your customers.
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