The customer onboarding process is probably the most important stage of the customer lifecycle. While it comes right at the start of their journey, it sets the tone for their whole relationship with your product and company.
Customer onboarding has a significant impact on whether a customer keeps using your product long term or churns after just a few months. Done well, it sets your customers up for success and clearly demonstrates the value of your product. Done poorly, it leaves customers questioning why they signed up in the first place.
Below, we’re diving into six crucial steps of your customer onboarding process. You’ll find actionable best practices to help you set your newest customers up for success, plus examples from companies with really effective onboarding at each step to inspire you when looking at your own onboarding process.