The Ultimate Guide to Customer Onboarding

Picture this: You’ve just landed a new customer. Your entire team worked hard to get to this point, and so did your customer! They walked through the sales process, survived contract negotiations, and completed all the necessary security and legal reviews. Everyone involved feels a sense of relief and excitement.

If the onboarding process takes too long and feels disorganized or confusing, the customer will probably begin to doubt their decision to work with you. They may even start to look elsewhere before they’ve had the chance to use your product! In fact, 50% of all customer churn happens in the first 60 days of the new customer experience.

Are you ready to create a comprehensive, efficient onboarding process that saves time, reduces time-to-value, and improves customer experience? We’ve created this guide to help you do just that!

Within this guide, you’ll find practical customer onboarding tips and applicable advice from our team. We’ve created a list of best practices you can follow in your own organization to optimize the customer onboarding process. Our goal is to help you navigate the complexities of customer onboarding so you can create a better experience for your team and customers.