· 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.