“All aboard!” If only it were that easy to onboard your customers… Doing this successfully takes time, but an effective onboarding process can make the difference between a strong relationship that lasts years and having a customer considering jumping ship before your journey together has even begun!

When done the right way, a customer feels supported and valued, and is more likely to stay loyal. Perhaps they’ll even promote the company you work for to others. Understanding how to facilitate this process will enhance both your professional and personal skills by developing your problem-solving ability and empathy. It’ll also highlight ways to promote long-term relationships with others.

By the end of this course, you’ll be able to:

• Describe the structured onboarding process and its impact
• Suggest approaches for proactive engagement to help achieve customer needs and goals
• Identify opportunities for post-onboarding support

Why take this course?

All the effort put into acquiring a new customer can go to waste if your onboarding process doesn’t go smoothly. This course will not only allow you to describe the structured onboarding process and its impact, but also suggest approaches for proactive engagement to help achieve customer needs and goals. Even after the onboarding process, there’s still a risk of losing the customer if they’re not satisfied with this introductory phase. You’ll learn about actionable tips to provide excellent post-onboarding support too, to ensure that you can maximize customer retention. This training is aimed at those who already have the foundations of Customer Success knowledge and want to improve on their skill set, such as those in senior customer roles, customer success managers, and customer account managers.

10 mins | SCORM | Takeaway Tasks