![\"\u2192](\"https:\/\/no-cache.hubspot.com\/cta\/default\/53\/b6abbd56-b7d5-42bf-8a85-b7ae63ca70d2.png\")
<\/a><\/p>\nThe onboarding stage is your opportunity to start delivering on what you promised during the sales process. In this guide, I will teach you everything you need to know about customer onboarding, including how to implement it as a normal part of your customer service, leveraging easy-to-use templates<\/a>.<\/p>\n In this article:<\/strong><\/p>\n <\/a> <\/p>\n <\/strong><\/p>\n Customer onboarding begins after the sale is complete. It may involve a dedicated onboarding team or rely on the customer \u201cself-onboarding\u201d to your product with help and resources that you create for them.<\/p>\n The onboarding stage sets the foundation for how your customer will feel about your product or service. If you can help your customer quickly adopt your product and start to see value, chances are they\u2019re going to want to keep using it, which can positively influence their customer lifetime value (LTV)<\/a>.<\/p>\n Customer onboarding is a critical part of the customer experience, with over two-thirds of customers<\/a> saying that they factor onboarding and post-sale support into their purchasing decisions.<\/p>\n Here are a few more facts that prove the importance of onboarding:<\/p>\n In other words, customer onboarding is imperative to customer retention and, in turn, your business growth.<\/p>\n An onboarding specialist is responsible for ensuring that customers are set up for success with your company\u2019s product or offering.<\/p>\n They work with the customer to understand their unique goals and objectives and then help the customer get started with your product to achieve those goals.<\/p>\n The onboarding specialist is typically the first post-sale relationship that the customer experiences with your company, and they try to \u201cteach the customer how to fish.\u201d In other words, they\u2019re training the customer on how to use your product and showing them the value it offers early on, so that once the onboarding stage is finished, the customer is set up for ongoing success.<\/p>\n An onboarding specialist\u2019s role is both technical and strategic, mapping your product\u2019s capabilities to the customer\u2019s individual OKR\u2019s<\/a>.<\/p>\n <\/a> <\/p>\n Before you launch your onboarding program, I recommend you start by setting a goal and making a plan. Where you can, use data to decide what objectives you care about when it comes to customer onboarding.<\/p>\n Here are a few questions I recommend asking yourself to narrow down your onboarding goals:<\/p>\n This type of data should tell you what\u2019s important for customers \u2014 including where they get stuck or feel frustrated.<\/p>\n Based on your data, you may decide that one of your goals is to get new customers to use your product more than once in the first week. Or, you may find it really important to have a customer build and launch something on their own before the end of the first month.<\/p>\n No matter your goal, once you\u2019ve defined it, you can start planning an excellent customer onboarding experience.<\/a><\/p>\n <\/a> <\/p>\n The point of onboarding is to help new users get acquainted with all the features of your product. The flow of your onboarding process will depend on each user\u2019s specific needs.<\/p>\n You can\u2019t force a new user to watch your welcome video, for example, but they should be able to access it when they\u2019re ready.<\/p>\n Your objective is to empower your customers by providing them with all the resources to onboard autonomously. That means your process requires certain features to guide customers from setup to realizing their first win.<\/p>\n Here are the steps I like to include in an onboarding process.<\/p>\n Your first correspondence (also known as a welcome email<\/a>) with your new customer needs to be a positive one. Congratulate them on their new purchase and thank them for choosing you over other options.<\/p>\n If this email is automated, make it feel more personal by making the \u201creply\u201d address an actual human on your team, and use personalization tokens to include their first name. (Side note: email marketing tools<\/a> can help you automate and set all of this up.)<\/p>\n Also include any important resources, like a getting started guide, in your email, but be sure not to overwhelm your new customer.<\/p>\n If you\u2019re doing a high-touch onboarding motion<\/a>, don\u2019t be afraid to express your excitement about working with the customer and then offer to set up a kickoff call or initial meeting.<\/p>\n Your welcome email should also have a clear CTA. Whether it\u2019s having them log in and complete a task (like setting up their profile), scheduling their kickoff call with your team, or signing up for a new user training, make it clear and easy to complete.<\/p>\n I really liked this email I received from Wiza explaining other ways I could use their platform. I find that a good welcome email prevents feeling overwhelmed once I know a clear first step I can take.<\/p>\n Pro tip:<\/strong> Use these 50 Customer Service Email Templates<\/a> to welcome, onboard, and communicate with your customers.<\/p>\n Different from a welcome email, a greeting message is an in-app welcome that greets users on their first login and encourages them to take the first step in setting up their account.<\/p>\n It\u2019s best practice to ask the user to do only one thing (i.e., change their password or turn on email notifications) and should include a video to guide them.<\/p>\n If you can, I suggest creating a completion tracker for things like profile setup, so users can easily see if they’ve completed all the required items for account setup.<\/p>\n This email from Hive is a great example of an in-app greeting message with a simple and clear CTA.<\/p>\n A guided tutorial or setup wizard is great for customers who are ready to jump in and get started on their own. Create a guided tutorial that takes your customers through the setup process, step by step.<\/p>\n Guided setup is most commonly used when there are multiple steps or when steps need to be taken in a particular order.<\/p>\n This tutorial should be short and sweet, as well as optional. Make sure that if your customer doesn\u2019t complete the tutorial the first time, there\u2019s an easy way for them to reference the information later (like in an FAQ or Getting Started section).<\/p>\n When a customer first enters their portal, there will be features without any data. Fill these empty states with educational and actionable content to explain what the feature is, demonstrate its value, and encourage them to start using it.<\/p>\n By doing this, you\u2019re helping your customer visualize what their success could look like.<\/p>\n An example might be an in-app scheduler with the copy \u201cSchedule meetings with your team in seconds.\u201d Or an autoresponder feature that reads, \u201cBuild email sequences to send to your audience with the click of a button.\u201d<\/p>\n Source<\/em><\/a><\/p>\n Use a tip banner that guides users around the product and calls out any important features that they should know about.<\/p>\n The banners serve as an introduction, not a substitute for an actual tutorial. Once a user completes a certain behavior (like logging in a certain number of times, or completing X% of their onboarding), use feature callouts to show them more mid-level to advanced features they can take advantage of.<\/p>\n The most important part of the onboarding experience is teaching your customers how to use the product and get value from it. And the best way for customers to learn is to let them use the product themselves and learn by doing.<\/p>\n An interactive tutorial will be similar to your feature callouts, except they will appear as the user completes one task to show them how to accomplish the next one.<\/p>\n Make sure to create contextual tips that teach a user how to complete a task.<\/p>\n If you can\u2019t do this in an automated way, find other ways to help your customer complete in-app tasks and \u201cmissions\u201d on their own so they can get familiar with your product\u2019s workflows.<\/p>\n A knowledge base<\/a> or resource section is key for new users. By offering resources like frequently asked questions, you help your users solve their problems quickly and autonomously.<\/p>\n I suggest creating a section specifically for new users and admins. This section could offer content in a variety of ways, like help articles, Academy courses, and bite-sized training videos that are all key to onboarding with your product.<\/p>\n You should also have a chatbot that\u2019s connected to your knowledge base to help surface help articles and content for customers.<\/p>\n I suggest leveraging your chatbot to create a personalized support path for customers during onboarding. You can do this by building an onboarding flow into your support chatbot and ensuring the chat widget is always visible when a customer is logged in. This onboarding flow should include decision trees for the most frequently asked questions from new users so that your customers can self-serve 24\/7.<\/p>\n If you\u2019re using an AI Chatbot, that\u2019s even better! When your chatbot is connected to your help center and customer academy, new users can quickly and easily search for what they need by asking their own questions, leading to quicker resolution times (and happier customers!)<\/p>\n While I had Chat GPT generate this image for me, here\u2019s an example of what this sort of chatbot greeting could look like:<\/p>\n If you\u2019re interested in exploring this and are currently using HubSpot, try our customer support AI agent<\/a>. It\u2019s your AI-powered front line for repetitive questions, so your team can handle the important conversations that keep customers loyal.<\/p>\n Source<\/em><\/a><\/p>\n I always say that \u201cno news isn\u2019t always good news\u201d when it comes to working with customers. You never want to assume that your customers have everything they need just because you haven\u2019t heard from them.<\/p>\n Routine check-ins should be a key feature of your onboarding process.<\/p>\n If you have a team dedicated to customer onboarding, make sure there\u2019s an onboarding project plan that gets routinely reviewed with your customer. This ensures there\u2019s transparency between you and the customer regarding onboarding progress and deliverables.<\/p>\n If you don\u2019t have a dedicated team to support your customers during onboarding, consider automated ways of checking in with customers, like in-app surveys or automated emails based on certain milestones.<\/p>\n Pro tip: <\/strong>Create an automated way of checking in and \u201cnudging\u201d customers who fall behind in onboarding. You can trigger an email campaign or in-app message based on certain behaviors, like failure to complete something within 45 days.<\/p>\n Your new customers deserve a little extra TLC, and they should feel like you care about their progress. Take the time to check in with them to see where they may be getting stuck, and offer to help them with any roadblocks.<\/p>\n Everyone loves to celebrate. Based on the goals you identified in your onboarding strategy, decide which customer milestones are worth creating a \u201cmini celebration\u201d for during onboarding.<\/p>\n By celebrating these mini milestones, you get your new customers excited about being one step closer to their goals.<\/p>\n You can do this with an in-app notification, a congratulatory email, or a quick call. The more they feel that you\u2019re invested in their success, the more invested they will be in your solution.<\/p>\n Pro tip:<\/strong> If you don\u2019t already have some quick wins identified, be sure to find a few easy ways your customer can complete something to feel \u201caccomplished\u201d during onboarding. This not only helps them feel like they\u2019re getting the hang of using the product, but it can also help them see value from the tool early on.<\/p>\n See the email below from Deel as a great example. Receiving an email like this gave me the excitement of a little win, while also encouraging me to explore their other products.<\/p>\n Learning management systems (LMS) are software tools used to train, onboard, and guide your customers (or even employees) through different lessons, tools, and work processes.<\/p>\n Here are some of my ideas on how to leverage this:<\/p>\n Pro tip: <\/strong>When building your onboarding learning tracks, try to find interactive ways to help your customers get a quick win. For example, your training videos could begin by saying that viewers should pull up their account and follow along with the video for best results. This way, they\u2019re doing the task as they\u2019re learning it, and they also accomplish something in-app at the same time!<\/p>\n If you don\u2019t have a dedicated onboarding specialist (or even if you do), consider hosting webinars or office hours to help new customers learn about your product and get their questions answered.<\/p>\n In my experience, events like webinars and office hours can help lower support ticket volume and also drive customer satisfaction. I\u2019ve found that when customers can get their questions answered in real time, they\u2019re usually very happy!<\/p>\n Create a webinar cadence that makes sense for your team, and focus on topics that you know are critical to a successful onboarding experience. Make sure you have an onboarding or product specialist on hand for these webinars to adequately field those live customer questions.<\/p>\n Pro tip:<\/strong> Make sure to consider all stages of the onboarding journey when you plan out your scaled support offerings. Try tailoring the scaled support event by role, milestone, or goal.<\/p>\n For example, with new users, you could host casual monthly office hours that include time for Q&A. For customers who are in the later stages of onboarding, you could host webinars that highlight additional use cases that they can try next to get even more value out of your product.<\/p>\n <\/a> <\/p>\n Creating a customer onboarding process from scratch is a time-consuming task. It can also be hard to know where to begin. Luckily, you can use a template to get on the right track.<\/p>\n The HubSpot customer onboarding template<\/a> includes:<\/p>\n Download your free customer onboarding templates<\/em><\/a><\/p>\n When using these templates or creating a customer onboarding process from scratch, it\u2019s important to follow best practices. Let\u2019s take a look below.<\/p>\n <\/a> <\/p>\n Let\u2019s look at a few Customer Onboarding best practices that will help you create a solid onboarding experience.<\/p>\n The following tips require information from every point of contact with your customers. Keep track of your interactions in a CRM<\/a> or data management platform.<\/a><\/p>\n The best way to understand your customer is to ask the right questions and then listen to what they have to say.<\/p>\n You likely know your buyer persona in and out, which translates to knowing your customer pretty well \u2014 including their overall value drivers.<\/p>\n But each customer is going to have their own unique goals, challenges, and success metrics. It\u2019s critical that you take the time to understand what your customer cares about and what they\u2019re trying to achieve.<\/p>\n When you have this level of detail, you can tailor their onboarding experience and get them to see value more quickly.<\/p>\n Before purchasing your product, your customer should know what to expect. Your sales process should lay out the qualifying factors for using the product and what they can expect to achieve with it.<\/p>\n Onboarding is the perfect time to align on this and make sure that you and the customer are both clear about the value your product can deliver. This is also the time to create accountability and let the customer know what they will need to do to reach their goals.<\/p>\n Having this conversation during onboarding positions you as the expert and builds trust with the customer. It also helps prepare them for potential setbacks or sticky points.<\/p>\n During the onboarding stage, it\u2019s critical to align on things like roles and responsibilities, timelines for the project plan, and realistic results the customer can expect to see.<\/p>\n Before your new customer can get excited about your product, you need to re-emphasize the value it will provide for their unique case. This is where the onboarding team\u2019s strategic skill set shines.<\/p>\n By understanding your customer\u2019s goals and success metrics, you can map out how your product will address their pain points and help them achieve their goals.<\/p>\n Find ways to make this feel personalized for your customer. A kickoff call is ideal, but for companies without dedicated onboarding teams, you could create asynchronous training tracks that are built around different use cases.<\/p>\n Whichever way you deliver it, when you connect the dots for your customer between the specific goals they want to achieve and how they can do it with your product, you put them on the fast track to value realization.<\/p>\n Pro tip:<\/strong> Don\u2019t forget about digital outreach! For customers who don\u2019t receive 1:1 onboarding, how can you create consultative guidance at scale? At my last company we created email campaigns to expedite value realization for specific use cases. In these campaigns I focused on including consultative guidance so they felt like they were coming from a CSM. This could totally be done for onboarding.<\/p>\n After your initial welcome message, continue using email throughout the onboarding process to complement any in-app tutorials and guides.<\/p>\n At this point, email is probably your customer\u2019s most-used form of communication. Once your product becomes indispensable, you can count on them signing in on their own to view in-app notifications.<\/p>\n If you\u2019re working closely with your customers through onboarding, ask them what their preferred channel of communication is and try to meet them where they\u2019re at.<\/p>\n Pro tip:<\/strong> Be sure to measure the efficacy of your outreach efforts to see what\u2019s working. Are customers opening your onboarding emails? If not, look for ways to make those emails feel more personal. And be careful not to overload them with in-app notifications. I recommend using HubSpot\u2019s email marketing tools<\/a> to help with this.<\/p>\n Your customer\u2019s goals and metrics will be unique to their situation. Allow them to define success, then help them create measurable milestones to get there with benchmarks to hit along the way.<\/p>\n In my previous role, we\u2019d typically come to the onboarding kickoff call with a few ideas of milestones that we could hit based on the information we had from the sales handoff.<\/p>\n Then we\u2019d ask the customer to identify their specific success metrics. It was important for us to discuss those success metrics during that call, as sometimes the customer\u2019s expectations didn\u2019t match what we could feasibly accomplish during the onboarding period.<\/p>\n By gently pushing back on the customer and helping to reset their expectations, we positioned ourselves as a trusted partner and the expert in our product.<\/p>\n Pro tip: <\/strong>Having an onboarding \u201cgraduation\u201d or wrap-up call is a great way to celebrate all the hard work the customer has done throughout onboarding. Create a slide that highlights those early wins and includes relevant metrics. This makes it easy for your customer to share it with their leadership team.<\/p>\n If you can\u2019t do a dedicated wrap-up call, find a way to automate this and send them an \u201cOnboarding Wrapped\u201d email that highlights the great work they\u2019ve accomplished so far.<\/p>\n It goes without saying that your goal for every interaction, but especially during onboarding, is to generate a positive experience. Find ways to bring value to each interaction with your customer during onboarding, whether it\u2019s giving prescriptive guidance or helping them remove a roadblock.<\/p>\n Don\u2019t overlook the value of relationship-building during onboarding. When you show up to each interaction and genuinely want to help them, they feel it!<\/p>\n Purchasing a new (expensive) piece of software can be stressful for customers, and each interaction you have with them during this period helps establish the working relationship and build trust.<\/p>\n Like any major company initiative, it\u2019s important to measure your onboarding program\u2019s success and find areas for improvement.<\/p>\n You\u2019ll want to do this by gathering customer feedback, identifying friction points, and tracking key onboarding metrics<\/a> so you know what\u2019s working and where to improve.<\/p>\n When measuring the success of your program, here are a few questions I like to consider:<\/p>\n Pro tip:<\/strong> Make sure that you\u2019re running a post-onboarding survey for your customers to understand how they\u2019d rate their onboarding experience. I suggest including an open-ended question in that survey so they can share their feedback at length with you.<\/p>\n <\/a> <\/p>\n Taking the best practices I just went through, here\u2019s a quick onboarding checklist you can save to refer to again and again as you create your onboarding program. Right-click to save the image.<\/p>\n <\/a> <\/p>\n A well-designed onboarding process ensures that your customers feel valued, supported, and confident in their decision to choose your product. It also provides them with the necessary tools and knowledge to use the product effectively, leading to a more satisfying user experience.<\/p>\n For example, Jeff Zhou<\/a>, the CEO and founder of Fig Loans<\/a>, gamified the tool\u2019s onboarding process to boost customer enthusiasm and facilitate better learning. His team introduced a rewards system where customers earn points for completing specific onboarding tasks, such as watching educational videos, setting up direct debits, or exploring our financial tools.<\/p>\n This gamification improved the onboarding experience while also increasing completion rates by 50%, he said. Customers valued the interactive and gratifying experience, which strengthened their connection to the platform.<\/p>\n I talked to some business professionals about their customer onboarding process, and they shared with me the benefits of creating the best onboarding process possible.<\/p>\n A positive onboarding experience helps to build a strong foundation for a long-term business relationship between you and your customers.<\/p>\n Effective onboarding educates customers on your product\u2019s value, ensuring they see its benefits quickly, which reduces the likelihood of them abandoning it. This long-term engagement translates into higher retention rates, which are crucial for sustained business growth.<\/p>\n Shawn Plummer<\/a>, the CEO of The Annuity Expert<\/a>, knows this, and that\u2019s why the company revamped its onboarding process to include personalized welcome messages and step-by-step guides.<\/p>\n \u201c[After doing this], our customer retention rate increased by 20% within six months,\u201d says Shawn. Customers frequently mentioned how the welcome messages made them feel immediately at ease, encouraging them to engage more deeply with their offerings.<\/p>\n A smooth onboarding process ensures that customers feel welcomed and understood. It addresses their needs and concerns right from the start, leading to higher levels of satisfaction.<\/p>\n \u201cPositive onboarding reduces the learning curve and accelerates time-to-value; customers can achieve their objectives more quickly by receiving explicit, step-by-step instruction and resources,\u201d says Logan Mallory<\/a>, the VP of marketing at Motivosity<\/a>.<\/p>\n Motivosity created a series of Quick Win tutorials to showcase essential features and benefits. \u201cCustomers who engaged with these tutorials reported a 40% faster time-to-value, increasing their overall satisfaction and likelihood to recommend our product,\u201d she said.<\/p>\n As Logan said, satisfied customers are more likely to become advocates for your brand, providing positive reviews and referrals. This not only boosts your brand\u2019s reputation but also attracts new customers.<\/p>\n Effective onboarding introduces customers to your product’s features and functionalities, ensuring they understand how to use it fully. This comprehensive introduction leads to higher adoption rates, as customers are more likely to use the product to its fullest potential.<\/p>\n Higher adoption rates mean customers derive more value from your product, which increases the likelihood of them remaining loyal and upgrading to premium features or plans.<\/p>\n When properly onboarded, customers are less likely to encounter issues or have questions requiring support. The training and resources you provide them during onboarding empower them to resolve minor issues on their own.<\/p>\n Alfred Christ, a digital marketer at Robotime<\/a>, said that integrating an efficient onboarding process has built efficiency into their customer support since well-informed customers typically have fewer questions asking for help.<\/p>\n \u201cFor example, once we implemented a variety of onboarding emails that included tips, video tutorials, and FAQs, we found there was a significant drop in the number of support tickets related to the assembly of products,\u201d he said.<\/p>\n \u201cThis increased the productivity of our support team and improved the overall customer experience \u2014 a win-win.\u201d<\/p>\n Reducing support requests lowers customer service costs and allows your support team to focus on more complex issues.<\/p>\n A well-executed onboarding process helps you create a positive first impression and establishes trust with your customers. When customers feel supported and valued from the beginning, they can develop a strong emotional connection with your brand, leading them to continue using your product and actively promote it to others.<\/p>\n Axel Lavergne<\/a>, the founder of Reviewflowz<\/a>, knows all about this.<\/p>\n \u201cOne of our clients, a SaaS company, had a significant churn rate due to a complicated setup process. We helped them streamline their onboarding with interactive video tutorials and automated follow-up check-ins that addressed typical concerns and questions. The result was a 50% drop in churn and happier customers who became advocates for their product,\u201d he says.<\/p>\n Perfecting your customer onboarding can directly impact your bottom line. Retained and satisfied customers are more likely to make repeat purchases, upgrade their plans, and take advantage of additional services you offer.<\/p>\n This is not limited to B2B companies; B2C and DTC companies can also increase their revenue and profitability by integrating stellar customer onboarding processes, as Sergey Taver<\/a> knows well.<\/p>\n As the marketing manager of Precision Watches<\/a>, a DTC brand, Taver and the team implemented a proactive service check-in, contacting clients a month after they purchased. This included a personalized email and a quick survey to gauge satisfaction and address any concerns.<\/p>\n \u201cOne customer, who had a minor issue with their watch clasp, appreciated the timely intervention and became a loyal repeat customer. This strategy led to a 30% increase in repeat purchases and an influx of referrals. It demonstrated our commitment to customer satisfaction beyond the initial sale,\u201d Taver says.<\/p>\n The onboarding process is an opportunity to gather valuable data about your customers\u2019 needs, preferences, and behavior. By analyzing this data, you can gain insights into how customers are interacting with your product and identify areas for improvement.<\/p>\n This feedback loop allows you to continuously refine and optimize your onboarding process, making it more effective over time and ensuring that it meets the evolving needs of your customers.<\/p>\n Pro tip:<\/strong> If you need a free tool to help you perfect your customer onboarding process, check out HubSpot\u2019s Customer Service Software<\/a>.<\/p>\n <\/a> <\/p>\n <\/strong><\/p>\n The playbook outlines every element, such as:<\/p>\n The playbook serves as a \u201chow-to\u201d for building relationships with customers and providing the most effective onboarding experience possible. It ensures that all employees are following the same process when it comes to interacting with customers.<\/p>\n Source<\/em><\/a><\/p>\n <\/a> <\/p>\n By now, it\u2019s clear that your customer onboarding process can take almost any direction.<\/p>\n Here are a few customer onboarding examples I admire that you should use for inspiration.<\/p>\n Source<\/em><\/a><\/p>\n Slack ensures new users know exactly what to do to get started with the tool. They also provide live, animated links that teach you how to complete each task.<\/p>\n Source<\/em><\/a><\/p>\n Duolingo provides an animated walk-through of their tool. They also provide a step-by-step onboarding process so new users don\u2019t get overwhelmed with a long to-do list.<\/p>\n Source<\/em><\/a><\/p>\n Dropbox has a progress bar within the app that details steps to take to familiarize yourself with the tool, including uploading a file or folder, sharing a file or folder, and connecting your devices. The progress bar closes with each step you take, and the goal is to close it entirely (or get to 100% in Dropbox\u2019s case).<\/p>\n Source<\/em><\/a><\/p>\n Pinterest suggests a series of categories to help users cater to their interests. Once a user selects five options, the platform uses this information to create a feed that simplifies discovering and saving pins.<\/p>\n\n
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Why is customer onboarding so important?<\/strong><\/h3>\n
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The Role of the Onboarding Specialist<\/strong><\/h3>\n
Creating a Customer Onboarding Strategy<\/strong><\/h2>\n
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The Customer Onboarding Process Workflow<\/strong><\/h2>\n
![\"the](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-1-20250505-1573130.webp\" "\\"\\"")
<\/p>\n1. <\/strong>Send a welcome email.<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-2-20250505-8990997.webp\" "\\"\\"")
<\/p>\n2. Offer a greeting message.<\/strong><\/h3>\n
![\"greeting](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-3-20250505-279436.webp\" "\\"\\"")
<\/p>\n3. Guide them with product setup.<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-4-20250505-8103630.webp\" "\\"\\"")
<\/p>\n4. Offset empty states.<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-5-20250505-9600391.webp\" "\\"\\"")
<\/p>\n5. Include feature callouts.<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-6-20250505-9024686.webp\" "\\"\\"")
<\/p>\n6. Offer interactive trainings.<\/strong><\/h3>\n
7. Provide a knowledge base.<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-7-20250505-8046840.webp\" "\\"\\"")
<\/p>\n![\"chatbot](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-8-20250505-9120058.webp\" "\\"\\"")
<\/p>\n![\"dashboard](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-9-20250505-6393570.webp\" "\\"\\"")
<\/p>\n8. Schedule routine check-ins.<\/strong><\/h3>\n
9. Create mini celebrations.<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-10-20250505-3392194.webp\" "\\"\\"")
<\/p>\n10. Use a learning management system.<\/strong><\/h3>\n
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11. Offer ongoing support at scale.<\/strong><\/h3>\n
Customer Onboarding Template<\/strong><\/h2>\n
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![\"Screenshot](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/Screenshot202025-05-0520at203.58.3120PM.jpg\")
<\/a><\/p>\nCustomer Onboarding Best Practices<\/strong><\/h2>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-12-20250505-1869440.webp\" "\\"\\"")
<\/p>\n1. Understand your customer.<\/strong><\/h3>\n
2. Set clear expectations.<\/strong><\/h3>\n
3. Show value.<\/strong><\/h3>\n
4. Stay in constant communication.<\/strong><\/h3>\n
5. Create customer-centric goals.<\/strong><\/h3>\n
6. Seek to impress.<\/strong><\/h3>\n
7. Measure your success.<\/strong><\/h3>\n
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Customer Onboarding Checklist<\/strong><\/h2>\n
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![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-13-20250505-7157544.webp\" "\\"\\"")
<\/p>\nThe Benefits of Customer Onboarding<\/strong><\/h2>\n
![\"list](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-14-20250505-3814313.webp\" "\\"\\"")
<\/p>\n1. Increased Customer Retention<\/strong><\/h3>\n
2. Improved Customer Satisfaction<\/strong><\/h3>\n
3. Higher Product Adoption Rates<\/strong><\/h3>\n
4. Reduced Customer Support Costs<\/strong><\/h3>\n
5. Stronger Brand Loyalty<\/strong><\/h3>\n
6. Increased Revenue<\/strong><\/h3>\n
7. Improved Customer Insights<\/strong><\/h3>\n
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![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-15-20250505-8664775.webp\" "\\"\\"")
<\/p>\nCustomer Onboarding Examples<\/strong><\/h2>\n
1. Slack<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-16-20250505-9536721.gif\" "\\"\\"")
<\/p>\n2. Duolingo<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-17-20250505-4506588.gif\" "\\"\\"")
<\/p>\n3. Dropbox<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-18-20250505-5662385.gif\" "\\"\\"")
<\/p>\n4. Pinterest<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-19-20250505-5275113.gif\" "\\"\\"")
<\/p>\n5. Etsy<\/strong><\/h3>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-20-20250505-1851532.gif\" "\\"\\"")
<\/p>\n
![\"customer](\"https:\/\/shaneyphotography.com\/wp-content\/uploads\/2025\/05\/customer-onboarding-21-20250505-177831.gif\" "\\"\\"")
<\/p>\n