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.
16
90 reads
CURATED FROM
IDEAS CURATED BY
The idea is part of this collection:
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
Related collections
Similar ideas to The first steps in automating onboarding
The Steps To Document Workflow
- Step 1: Define desired outcomes: Once you’ve defined your team’s desired outcomes, you have a better idea of the workflows that need to be documented, and you’re ready for step two.
- Step 2: Carry out and capture every step of your current workflows...
Read & Learn
20x Faster
without
deepstash
with
deepstash
with
deepstash
Personalized microlearning
—
100+ Learning Journeys
—
Access to 200,000+ ideas
—
Access to the mobile app
—
Unlimited idea saving
—
—
Unlimited history
—
—
Unlimited listening to ideas
—
—
Downloading & offline access
—
—
Supercharge your mind with one idea per day
Enter your email and spend 1 minute every day to learn something new.
I agree to receive email updates