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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
While designing an onboarding playbook, you need to understand your existing onboarding process & divide it into various steps.
Once the steps are clearly defined, they can be categorised into either of the following elements. The onboarding playbook, typically, consists of:
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MORE IDEAS ON THIS
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.
Also, it contains the best practises that you must follow while dealing with your customer...
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When you design the onboarding playbook, you need to identify if the process is:-
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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 fo...
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