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The Definitive Guide to Customer Onboarding



There are many reasons why customers churn. But a gap in understanding the full functionality of a product or service is probably the biggest barrier. A thoughtful and intentional customer onboarding becomes an absolute necessity. In fact, 46% of customers will increase their investment in a product or service if they receive a stellar onboarding experience.

Creating a good ‘first impression’ with customers not only has a direct impact on revenues but also contributes to long-term customer retention. The guide highlights the changing attitudes and heightened importance of customer onboarding. Discover:

  • Key steps of a typical onboarding process
  • Mistakes that can derail a customer onboarding program
  • Metrics to measure your onboarding effectiveness
  • Best practices for effective onboarding


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