Here's how to do it:
Automate repeatable steps. If you need certain information from every new customer, why not swap out the lengthy onboarding call with a survey? New clients can then fill it out on their own time.
Support, support, support. Assign every new customer a customer success rep to help with onboarding. Don't just take their check and leave them hanging. This is essential to avoid any user friction and frustration during the first weeks of the customer's time with your product.
Consider guided walkthroughs. Pop-up messages of how a product works when a new customer logs in for the first time can help them understand your product. If you don't have the IT team to build this out, a chatbot or live support staff can also work to answer any questions.
I'm also a (huge) believer in letting new customers learn your product around their busy schedules
Example: Know When to Show Up (and When to Leave Customers To It)
Some customers don't want to go through hours of onboarding calls and training. You must think about whether your onboarding process meets them where they are at.
Close has so many moving parts that it's hard to cover all of its features in one onboarding call. So, we give new customers the tools to do it at their own pace. Inside our knowledge base, new customers will find a custom onboarding section:
7 Strategies to Make Your Business More Customer-Centric - Build Incredible Onboarding Experience
It's full of screenshots, videos, and useful tips so they can learn about the features that matter most to them. Our customer success team is ready to help with any questions.
The best part about onboarding customers like this is that they get a deeper understanding of the product, and our team saves hours on phone calls and onboarding meetings. It's a win-win
6.
This last one is a criminally underrated but super algeria telegram data important step for building a customer-centric company.
You absolutely, no-questions-asked need to hire people who not only give a shit about your business but also give a shit about your customers. However, to build trust and meaningful working relationships with your customers (and keep them around for a long time), your team must trust each other.
Hire People Who Really Care About Your Customers
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