A Perfect Customer Onboarding - Deepstash

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A Perfect Customer Onboarding

Some professionals argue that the onboarding process is not easy. Basically, it is easy. However, the process of perfect onboarding, where the customers are happy, is tough! 

When you make the onboarding experience smooth for the customer, they are most likely to continue with your brand for a long time. That easily translates into continued recurring revenue for your business. 

Now, to tackle the difficulties in the process, a ‘Playbook’ can come to your rescue.

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When you design the onboarding playbook, you need to identify if the process is:-

While designing an onboarding playbook, you need to understand your existing onboarding process & divide it into various steps.

A playbook is a series of time-bound activities. It is a detailed checklist or blueprint of steps prescribed by the Head of Customer Success (CS) which should be followed during the customer journey. 

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Effective customer onboarding is vital in a SaaS business as it helps to educate customers on using the product and help them see the value. An onboarding checklist can help to set customers up for success.

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