This is the first opportunity to create the best customer impression. Longer TTV cycles causes significant challenges. Pre-planned onboarding process retains the value focus for the customer.
Unplanned process for onboarding leads to miss in crucial timelines-based activities. Further, delays the movement to the next phase of customers lifecycle. Efficiently built product can avoid such delays.
Achieving a consistent and effective onboarding process at scale is an essential across self-service and high touch scenarios. A balanced onboarding plan paying a parallel attention to all aspects of the product will simply the process.
Providing personalised onboarding plans per customer specifications.
Understanding status and
Automation for simplification
Ensuring completion of initial key activities - Account & user activation
First impressions matter.