Find out the customer onboarding strategies that can enhance the onboarding experience for your customers

How to create an effective customer onboarding strategy

Having an effective customer onboarding strategy can improve your business growth. You need a strategy that will engage potential customers and encourage them to do business with you. How do you go about it? Check this step-by-step guide for creating a customer onboarding strategy:


Make it easy for them

Whether you are signing them up through a website or mobile applications or even one-on-one encounter, make the onboarding journey frictionless. Ensure that you take the most important information, without probing much. Additionally, assure them that they can access you with a touch of a button or you are just a call away. You might even offer a free trial for your customers.

Give them a warm welcome

Next, thank your customers for choosing your organization. At this stage, you can show them how you appreciate that they signed up and indicate your interest in their being loyal customers of the organization.

Engage them as soon as possible

You need to maintain a communication flow with the customers. It might seem as if you have achieved much by signing up the customers, but if you do not engage them, they will not hesitate to look elsewhere.

Request for feedback

It is important to seek feedback from the customers who have undergone the onboarding process. You should aim to know what are their perceptions about the process and if they might have any questions.

Offer feedback

Besides asking for feedback from the customers, you should be available to respond to their concerns as well. At this point, you need to show the customers that you understand the company’s products and services.

Appreciate desired behaviors

You can propose that you will be rewarding every first 30 customers. You can recognize them by offering a certain percentage discount on the overall price of particular products. This will strengthen your customer onboarding strategy.

Request for referralss

Although this move can seem to be very demanding, you can politely ask your customers to refer you to their friends, colleagues, and family.

Improve customer experience with big data analytics

All thanks to the development of big data analytics, today you can target customers based on their needs, tastes, and preferences. Using big data analytics, you can analyze the client’s buying habits, after which you can tailor products and services to what they need and want. Customers are likely to stick to companies which understand their very needs. You surely need to add big data analytics to your customer onboarding strategy.