Reliable & Reachable Customer Suppprt - Deepstash
Onboarding Matters

Learn more about marketingandsales 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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Reliable & Reachable Customer Suppprt

Reliable & Reachable Customer Suppprt

If all the previously mentioned activities are setup properly, you should find fewer customers needing your support during onboarding.

That said, let customers know how to reach you for assistance as this gives them the additional confidence, knowing that help is not far away.

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68 reads

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Use A CRM/Business Tool With A Service Center

Use A CRM/Business Tool With A Service Center

Many businesses struggle to keep up with customer enquiries, complaints, feedback and special requests. It is impossible to respond and resolve issues within specific timescales and urgency if you rely on emails only.

This is why a CRM like MyCo i...

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63 reads

Start With A Welcome Email

Start With A Welcome Email

It always excites me when I receive a welcome email from the Founder/CEO of a company whose services I’ve signed up to. Many apps provide welcome emails to new users, but it can be adapted in any type of business, not apps alone.

It is such an effective way to excite customers and provide ...

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99 reads

Video Is More Effective Than Pages Of Text

Video Is More Effective Than Pages Of Text

Customers can’t be bothered with reading pages of text especially when videos can relay the message easier and better. This is why instructional videos are more powerful than text-based user guides.

Consider creating an archive of short videos and make them available to customers for ref...

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72 reads

Mini-Inductions & Intro Sessions

Mini-Inductions & Intro Sessions

Now that you’ve made your customers feel at home, it is time to get them familiar with your services. This is where introductions and inductions make a huge difference. Consider mini tours, scheduled email introductions and other forms of customer engagement to help them become familiar with yo...

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103 reads

Speed Up Setup With Wizards & Templates

Speed Up Setup With Wizards & Templates

Whether you’ve got an app, a software or a non-tech service, wizards and templates are a great way of speeding up setup. An accountant can use a budget template to help a new client create their initial budget. Apps can have presets that automatically configure systems and preferences for new us...

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91 reads

It’s All About The Customer Lifetime Value (CLV)

It’s All About The Customer Lifetime Value (CLV)

Why is the customer onboarding process so important? Very simple - to attract, convert and retain more paying customers. It will help you increase your customer lifetime value (CLV) so you can keep delivering paid services to your customers consistently and get paid continuously. This is how bu...

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72 reads

MCKINSEY

Poor onboarding, engagement and customer service make up 52% of the reasons customers leave in the first 90 days.

MCKINSEY

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301 reads

Triggered Content

Triggered Content

Bombarding a new customer with all information on day 1 is a recipe for disaster. You will end up overwhelming them, they would forget most of what you said, and they will still contact you for support.

A better way is to break up and pace out your content and deliver them to new customer...

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71 reads

Don’t Forget To Collect Customer Feedback

Don’t Forget To Collect Customer Feedback

And don’t assume it’s all working seamlessly once you launch your new customer onboarding process. Pay attention to customer behaviour, get customer feedback and continuously find ways to improve the process.

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71 reads

The First Few Days For Any New Customer Is Very Crucial

The First Few Days For Any New Customer Is Very Crucial

Ever installed a new app or signed up for a new service? We’ve all done that before, and the first thing we need to know is HOW to navigate our way through the service and get the value.

But when the initial experience is bumpy, new customers can start to disengage or even unsubscribe fro...

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138 reads

CURATED FROM

IDEAS CURATED BY

sanmi

Built a CRM Tool. Company Founder. Consultant for Customer Service & Customer Experience

It is so easy to lose a customer just after they’ve subscribed or paid for your services. When this happens, it is most likely due to a faulty Customer Onboarding process. Here is how to setup a seamless Customer Onboarding process that retains customers.

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