In the final post of our customer onboarding series, we summarize the 10 strategies we introduced in the 3 previous posts. To recap:

  • Part 1 – we discussed training techniques, including on-demand training, instructor-led training, and public webinars.
  • Part 2 – we covered automated strategies, including in-app messaging, knowledge banks, and email drips.
  • Part 3 – we introduced human-based approaches, including onboarding managers, community, live chat, and support tickets.

We’ve also put together a handy Slideshare that summarizes the 10 steps.

To conclude, customer onboarding is the key first step to maximize customer value from your product or service. Offering multi-channel strategies is a smart way to provide customers with the right onboarding options that fit their needs and preferences.