What is Customer Onboarding: A Simple Guide

How do you accurately predict whether a customer will be successful using your solution and whether you will meet your long-term goal of maximizing profit from this customer? 

Unfortunately, the onboarding process is different for every vendor and every customer. So building a successful, repeatable process is not an easy task.

In this article, we will explain what is customer onboarding process and provide some insights into building a great one!

What is Customer Onboarding?

Customer onboarding is the process that customers go through from the moment they sign up for your service or product to its exploration and first use. During this time, a company should guide the customers through each stage by providing them with clear and simple instructions that point out the product’s strongest points and the brand’s core values. By delivering what’s promised, you are assuring the customers that their time and trust are greatly appreciated.

The process of onboarding a new customer to your platform could make or break your business, as it directly impacts their overall experience and motivation to stay engaged and come back to it regularly. Sounds familiar? Yes, this is also a definition of customer loyalty, so by having a seamless customer onboarding process, you are increasing customer retention and reducing churn.

When Does Customer Onboarding Begin?

This is a debatable question, as the right answer depends on the industry. Even though it is generally considered that the onboarding process begins after the first purchase (which is the e-commerce case), successful onboarding includes each segment of the customer’s journey.

From the first moment a prospect shows interest in your products or services, they should be perceived as a potential customer. Sometimes, the outcome may depend on the way you welcome them and communicate, so it is wise to develop and nurture customer relationships from the first inquiry.

Most SaaS solutions offer free trials, which are an opportunity for the prospect to get to know the software better and determine its efficiency. This is the time to share enough informative resources about the software to ensure better engagement and seamless conversion to paid subscriptions or purchases. Also, it is an opportunity to gather customer data and learn what value each customer expects to get from your service.

Once you have that all figured out, you can guide the customers smoothly towards their goals. With the customer success platform Akita, you can streamline all customer data into a single source and get a full overview of your customers’ profiles. It easily integrates with dozens of other SaaS tools, allows you to tag team members in Tasks and Notes, and comes with automated alerts.

How to Implement a Customer Onboarding Process?

Hopefully, you have the answer to the question “What is customer onboarding?” by now. However, to set it up for success, it is not enough to understand its definition and importance.

Customer onboarding implementation plays a huge role in determining the customer onboarding program outcome. Like with any other business department, customer success demands a strategic and standardized approach to retain customers and ensure business growth. 

One of the surest ways to achieve given objectives is to automate specific customer onboarding processes. The first thing to consider when deciding which automation tools to include is determining the goals.

If you wish to automate communication with customers and organize activities within the business platform, CRM software is a great tool for that. To manage customer support tickets and inquiries, there are various help desk software that can take dedicated customer support to the next level. To segment, analyze, and monitor customer behavior data, track onboarding metrics, and experiment with various strategies based on the data results, try using customer success software like Akita that integrates easily with CRM, help desk, chat, billing products, and many more.

Once you organize and implement a customer onboarding process, it’s getting easier to control it, measure its performance, and identify weak spots that require some nurturing.

Can You Use Akita to Onboard Customers?

Absolutely! As a Customer Success platform, Akita is designed to help you successfully guide your customers through all stages of the customer lifecycle. Akita concentrates all of your customer data into one place, allowing you to build customer segments by identifying which of your customers are in the onboarding stage and which customers’ onboardings are stalled or failing.

Akita also allows you to automate next steps or required interventions via its playbook technology, so no customer falls through the cracks and you have the greatest possible chance of successfully onboarding customers.

What is Customer Onboarding — Conclusion

Customer onboarding is a crucial process that marks the beginning of a user’s journey with your product and service. It can make or break your business, so it is crucial to properly guide new customers through the initial setup, educate them along the way, and ensure smooth integration into the platform. With Akita’s multi-layered segmentation options, you get a chance to meet each customer to the core, personalize their onboarding process and foster loyalty.