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.

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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

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.

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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.

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A customizable Onboarding template for your needs

Create a workflow that works for every particularity of your operation. From the kickoff call to the go-live date, define touchpoints and automate your Customer Onboarding process’s manual steps.

Pipefy support all of Your CS needs from Onboarding, Support and much more

Pipefy support all of Your CS needs from Onboarding, Support and much more