A great first impression can be the difference between a long and successful working relationship, and a brief, unsatisfactory experience. In today's business environment, the way you introduce your customer or client to your business is more critical than ever. Customer or Client on-boarding plays an important role in transforming your new business into a long lasting satisfied customer or client of your company.
The customer on boarding process is probably the most important stage of the customer lifecycle. While it comes right at the start of their journey, it sets the tone for their whole relationship with your product and company.
Customer on boarding has a significant impact on whether a customer keeps using your product or service long term or churns after just a few months. Done well, it sets your customers up for success and clearly demonstrates the value of your product. Done poorly, it leaves customers questioning why they signed up in the first place.
Customer on boarding is the process that new users go through to get set up and start using your product. It covers the whole journey: from initial sign-up to product activation and first use. Customer on boarding aims to deliver value to your customer as early as possible — in their first use, if possible.
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