Getting The Right Customers - Deepstash
Onboarding Matters

Learn more about business with this collection

How to create a successful onboarding process

Why onboarding is crucial for customer retention

How to measure the success of onboarding

Onboarding Matters

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Getting The Right Customers

Before onboarding even begins, your business must attract customers who need what you offer. No onboarding process can rescue a customer hoping to burn CDs with a Spotify account.

Be sure that marketing and sales understand what your product does, and doesn’t, offer. Use customer cohorts to identify good and bad fits. Letting bad-fit customers through the door simply to raise acquisition will cost more than they spend. High churn rates and bad reviews quickly erode revenue gained in these situations.

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Ensure And Celebrate Early Success

There is a direct correlation between customer retention and the time between acquisition and their first “wow!” moment.

A “wow!” moment is what happens when a customer sees your product delivering results. It’s an affirmation that their purchase was the right choice. If you can ensure an e...

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Optimize Communications And Welcome Emails

  • Don’t underestimate the power of solid welcome emails.
  • By shaping communication around data, you increase your chances of success.
  • A robust subscription billing platform can automate the welcome email process.
  • Take the time to make your communications and welcome ema...

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Educational Content And Thoughtful Upsells

Educational content is a great way to retain customers.

A good idea is to combine educational content with strong and responsive customer support, and users will be so informed they won’t leave for lack of understanding.

It can be tempting at this phase to get pushy with upsells but d...

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Reinforce Customer Choice By Highlighting Your Best Features

People experience a range of emotions as they first hear about, research, and decide to invest in a product. Throughout this journey, it’s important to reinforce their interest, especially in those moments after the purchase.

Many digital companies accomplish this through a virtual “tour” ...

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Reducing Churn By Effective Onboarding

While signing new customers is obviously key to business growth, retaining those customers is just as important.

What reduces customer churn? One big factor stands out: effective onboarding. 

Nailing the onboarding process, especially for a product that may be constan...

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Getting Feedback

In an ideal world, personalized or concierge onboarding would be available to every customer. That’s not always possible. The next best thing, of course, is having channels that allow you to see customer pain points during the onboarding process, or even invite them to tell you themselves.

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