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Home Blog #customer-onboarding-process

#customer-onboarding-process

4 articles with this tag

Explore related tags:

#process improvement (42) #business process management (33) #process management (22) #workflow automation (21) #workflow management (18) #project management (18) #business process improvement (15) #business process (14)
  • May 26, 2017 · Amit Kothari · Customer Success

    A Step by Step Guide to Onboarding New Clients

    Nearly one in four consumers abandon apps after just one use due to ineffective onboarding. Gartner Group research shows 80% of future profits come from 20% of existing clients, making retention critical. Successful onboarding requires personalized welcomes, understanding client expectations through surveys, outlining scope collaboratively, and maintaining contact after a month.

    benefits of onboardingclient-onboardingcustomer-onboarding-processhow to do onboardingonboarding clientsonboarding guide
  • Dec 10, 2016 · Amit Kothari · Customer Success

    Your Guide to Amaze Customers with Better First Impressions

    First impressions form in seven seconds and 55 percent is visual. Creating amazing first impressions requires an outstanding website, personalized welcome processes, prompt service, knowledgeable employees, and professional interactions. Speed matters more than perfection, and transparency builds trust instantly.

    Amaze Customerscustomer implementationcustomer-onboardingcustomer-onboarding-processdelight-customers
  • Dec 10, 2016 · Amit Kothari · Customer Success

    Share your Customer Onboarding Process – With Your Customer

    When customers see the complete onboarding process ahead, they understand you're committed to helping them succeed rather than abandoning them after the sale. The unknown creates anxiety - customers who made an investment need to see what comes next. Hiding steps until you reach them makes customers feel strung along and triggers defensive behavior, destroying relationships before they begin.

    customer implementationcustomer-onboardingcustomer-onboarding-processcustomer-successcustomer-transparencyonboarding process
  • Nov 22, 2016 · Amit Kothari · Workflow and BPM

    Optimize Your Customer Onboarding Process

    Seeds of churn plant early when best-fit customers are abandoned during onboarding. Successful onboarding focuses on guiding customers to their first success moment where they feel validated in their purchase, not just completing internal process checklists. Customer service needs to know about scheduled follow-up calls, training teams must prepare advanced tutorials, and stakeholders require early communication.

    customer-onboarding-processonboarding best practicesonboarding processonboarding workflow
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