Onboarding is a critical practice and when done correctly is proven to help customers adopt products and achieve value.
See our other onboarding articles including Eight Essential Customer Onboarding Practices
The following charts indicate the practices companies use to onboard new customers.
Who is Onboarded
How do onboarding activities vary by customer type?
Onboarding isn’t always for everyone, but it should be.
Sure, it makes sense to provide high-touch onboarding to major accounts, but smaller accounts will benefit too.
Engage New Customers
What methods are used to engage new customers?
For customers that do receive formal onboarding it is often personal.
If it is not possible to engage personally, engage digitally.
Onboarding Activities
Do you provide any of the following onboarding activities?
Onboarding often includes efforts to make sure customer can access and use a product as well as understanding what customers want to achieve.
When you can understand customer goals you can help them adopt and succeed.
