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A 5-Stage Customer Onboarding Process

Customer onboarding is the process of welcoming and familiarizing a new customer with your product.

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Customer onboarding is the process of welcoming and familiarizing a new customer with your product. 

A well-designed customer onboarding process (onboarding program) is critical to building a solid relationship with a new client. 

  • This typically involves:
  • Step-by-step tutorials
  • Product tour videos and walkthroughs
  • Helpful guidance and support for each member of the customer’s team
  • Celebrations when customers hit their milestones

Ultimately, a great customer onboarding process aims to create a comfortable, seamless, and positive experience that encourages customers to continue using your product or service. 

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