What is a customer onboarding process? Customer onboarding 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.

HubSpot contributor Madeleine LaPlante-Dube has published an article featuring 13 new customer onboarding best practices.

She says, “To get your customers acquainted with your products or services, it’s necessary to implement best onboarding practices. Following the techniques listed below will equip you to create a seamless, engaging onboarding experience that can lead to happy, recurring customers.

1. Create a best-in-class customer onboarding program.

best in class customer onboarding program example: hubspotImage Source

You can’t expect every customer to instantly know the ins and outs of using your products or services. When left to their own devices, they can easily become frustrated, and disgruntled customers can lead to a high churn rate, which refers to the percentage of customers that stop using your company’s products or services during a period. To keep your customer churn as low as possible, create a quality onboarding program.”

13 New Customer Onboarding Best Practices

HubSpot


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