Onboarding! Onboarding is a critical milestone in the customer lifecycle. A superior onboarding experience will set clients up with a solid foundation. As you move from legacy to subscription services, you may be expected to onboard more customers with the same amount of resources and often at a lower price tag. Implementing a fully automated or a blended onboarding strategy with the help of technology can free up your time while still giving clients the attention they desire.
That is right! To design a great on-boarding process, you first need to figure out which of the following three models fits your customer and product type. The Self-Service Model, The Low-Touch Model and The High-Touch Model. In the self-service world, you do everything on your own. This type of model is common in sales and marketing. This model aligns with businesses introducing new ways to use a product, as that requires education around best practices.