Customer Onboarding Playbook

Create an experience, not a to-do list

Your customer just signed the contract, now what?

After you close the sale, your new customers need to know:

What they need to do,
How they need to do it, and
How to quickly get value from your product or service

Once they understand and appreciate how you improve their lives, you’ve created a life-long customer.

Getting to this “Aha” moment doesn’t happen by accident.

Customers today don't have time to go through the typical Do-It-Yourself tutorials. They expect vendors to help them hit-the-ground-running. That’s why industry experts recommend a structured, easy-to-follow onboarding process with clear milestones and objectives that quickly guides them to success.

73% of customers say customer experience is a key buying factor

42%

42% of customers would pay more for better experience

60%

Effective customer onboarding reduces churn by 60%