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Client onboarding: how to get it right?

Customer acquisition
Customer onboarding: feedback

The latest research shows that every third consumer leaves services within 3 months. No wonder that client onboarding plays such an important role. The aforementioned process influences whether customers will stay in a permanent relationship with the company or leave after a few months. This is a great opportunity to show them that we are on their side. We advise you on how to go about it.

Client onboarding: what is it?

New consumers are involved in this process in order to take full advantage of the solutions proposed by the company. Covers registration, product or service activation and first use. The client's onboarding is the perfect moment to present key project details and milestones. The salesperson can outline the method of communication as well as answer the customer's questions. In this way, the seller tries to encourage the interlocutor to use the service again or make a purchase.

You wonder how to get a client and stand out from the competition? First of all, show that you really appreciate him. Try to establish the best possible relationship with him. Always give feedback to your clients, and if necessary try to advise them and help solve problems. You will see that you will earn their trust in this way. 

Customer Deployment: Why is it Important?

A well-done onboarding of the client increases his engagement. It allows them to understand and experience the benefits of your product. Additionally, it gives him a reason to take advantage of your offer again. Among the key stages of a sales conversation we will find contact, analysis of customer needs, presentation of the offer and finalization of the transaction. No less important is the after-sales service, which includes accepting and considering complaints, removing faults during the warranty, or answering questions related to the implementation of the contract. 

Are you wondering how to gain customer loyalty?

We will suggest how to implement client onboarding in your company!

If you're offering a free trial or offering new customers a hefty discount, this is the perfect opportunity to show them all the features. This way, you increase the chances that they will use the paid version or stay with you longer. If possible, organize an introductory meeting for the client. You will not only dispel his doubts, but also learn more about his needs and how he works. Encourage your interlocutor to ask additional questions and listen actively. If you cannot answer a question at the moment, inform the customer that you will contact him by phone or e-mail. 

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