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How to create a successful onboarding process
Why onboarding is crucial for customer retention
How to measure the success of onboarding
The first steps in automating onboarding
- Before you start automating customer onboarding, define your goals and customer journey. Which processes in the customer journey do you want to automate? Which segments of customers do you want to automate?
- Ensure your onboarding tool is integrated with CRM. Using CRM as part of an onboarding initiative will help manage the process.
- The next step is to create simple workflows, such as sending them a welcome email or high-value action steps.
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Human intervention tasks
As a CSM, you'll handle multiple accounts. You'll need to get notifications for important steps achieved so that you don't have to look manually into each account.
However, automation should never compromise the customer experience. For example, if your product usage drops ...
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Add different functions to customer journeys
Define the milestones and business outcomes for every step of the onboarding journey.
Set rules in your onboarding tool for the next set of actions.
- When a customer achieves a milestone, what is the next set of emails or training videos to be sent?
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The benefits of customer onboarding automation
When you onboard new customers, you introduce them to how your business works. The right customer onboarding is vital to long-term satisfaction. The goal is to eliminate any friction between the initial customer contact point and post-purchase.
Automat...
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Obtain timely feedback through customer interactions
Continuous customer interactions can help to fine-tune the process and improve your product.
Automating onboarding can provide the necessary resources at the right points of a customer journey. This can save time and costs while responding to customers when they reach out f...
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The importance of automating customer onboarding
Automating your onboarding process can free up human resources. Automation also helps with scalability.
Automating client onboarding solves the following challenges:
- It makes the process shorter and more structured
- Easier access and segmentation of d...
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Create onboarding playbooks based on segmentation
Segment your customers based on common traits and define every segment's ideal customer onboarding journey.
Create a playbook and automate the process. A playbook is a detailed checklist of steps that should be followed in the customer jour...
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