Tips for a flawless Customer Onboarding experience
Ensure a long-lasting relationship with your customers by giving a great first impression. Learn your customers’ needs, set expectations and deliver a high-quality experience.
What is Customer Onboarding?
Customer onboarding is your client’s first post-sales experience. It is a critical time during which you need to teach your customers how to get the most out of your product or service. A seamless onboarding experience can positively impact retention and upsell rates.
Key Customer Support processes
Implementation Kickoff
- - Understand your client’s needs
- - Set reasonable expectations
- Show your product/service value
Go-live
- Gather feedback
- Present the implementation results
- Officially launch your product/service
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- Present the implementation results
- Officially launch your product/service
Build an efficient Customer Onboarding journey
Build an efficient Customer Onboarding journey
Scale your operation
Helping customers achieve success should be your top priority. An automated workflow eliminates manual work and allows your company to grow faster.
Consistent process
Standardize your touchpoints to ensure every customer has a high-quality experience. Guarantee your CS team is following a set of standardized steps to onboard new clients
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Track results
Apply the automated process, extract key data, and adjust as needed. Measure your process efficiency and identify bottlenecks.
A customizable Onboarding template for your needs
Pipefy support all of Your CS needs from Onboarding, Support and much more