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.

To see how many approaches your organization is using today, and get ideas for additional customer onboarding strategies, download our free 10-Step Checklist for Customer Onboarding today!