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What is Customer Onboarding?

The goal of customer onboarding is to introduce the new customer to your brand in a positive light, and set them up for success with your company. This process focuses on providing information and education about how to use your product, while also reducing overhead costs. By following the customer onboarding process, you can increase the likelihood of repeat business and avoid issues that often plague the early adopter phase. Learn how to create a better onboarding experience with these tips and by using Know your Customer processes. Find out more about KYC at W2.

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Once the customer has purchased your product or service, your next priority is to ensure that they have a great experience. The sales process should lay out qualifying criteria for using your product, and your onboarding process should continue the same standards. Make sure to reinforce the value of the product and prepare customers for possible setbacks or sticky points. Once the customer is fully on board, they should be able to make the most of the service provided by your company.

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In this process, the first step is to introduce the new customer to the product or service. After introducing the new client to your company, they should be given access to the community features and tools. A successful onboarding process will repeat the benefits of the product and help the consumer feel confident about using it. During the onboarding process, your team should be available to answer any questions and provide additional assistance as needed. This helps build a positive relationship between your company and your customers.