Tips To Launch Customer Onboarding Strategy

Tips To Launch Customer Onboarding Strategy

Studies have shown that customer onboarding is one of the most important steps in driving customer retention and growth. And with so many new online businesses popping up every day, it’s crucial that you put your efforts on onboarding and getting your customers signed up for your services as quickly as possible.

Here are five tips to help you with your customer onboarding strategy. But before we dive deep into the strategy let’s first understand what is customer onboarding?

What is Customer Onboarding?

When you think about it, customer onboarding is actually the process of getting your new customer set up and start using the product/service smoothly. It’s all about making the customer feel comfortable and ensuring that they understand your product and how to use it properly.

This is an essential part of establishing trust and loyalty, two fundamental building blocks of any successful business. By following a well-crafted onboarding strategy, you can make sure that your customers are engaged with your product from the start, and that they stick around for the long haul.

Tips to Launch Customer Onboarding

1) Automate Welcome Response

The first thing that comes to a new customer’s mind when you tell them they have signed up for some sort of product, is the welcome email. So make it an important aspect by ensuring that every time your customers sign into the system, they receive an automated welcome message from human resources or another team member within your business.

2) Send Greeting Message

Along with the welcoming email, make sure you also include an actionable message in your onboarding process so that your customers know what to expect along their journey.

According to a study by customer onboarding software provider ConvertKit, customers who are greeted with a positive message are 66 percent more likely to be engaged with your brand and 68 percent more likely to take the first step in your onboarding process.

So, make sure to think of a catchy and engaging greeting message that will make your new customers feel appreciated and welcome from the first interaction!

3) Personalize Users’ Experience

The key to a successful customer onboarding strategy is to personalize and customize the users’ experience from the beginning. By offering a personalized user experience, you will be able to build a strong relationship with customers that can last long into the future.

You also need to make sure that your onboarding process is easy to follow so that new users don’t get lost or frustrated. Finally, keep an eye on customer feedback throughout the process to make necessary changes or adjustments.

4) Integrate Guided Tutorials

Integrating guided tutorials into your customer onboarding process is a great way to ensure that they have the best possible experience when they first arrive on your website or app.

By providing them with clear and concise instructions, you can help them easily navigate through the platform, and get started with your product and service as quickly and efficiently as possible.

Along with providing helpful instructions, you can also facilitate them with helpful tips and advice along the way.

5) Add Resource Section and FAQs

Giving your customers answers to questions is no different than keeping professional athletes “in the game” by providing them with sports psychology and training advice.

Knowing that there’s a coach behind you will help users feel less alone during the onboarding process, giving them a purpose for learning about all of the amazing benefits your business can bring! And as customers learn more about what you offer, they’ll find themselves motivated further and begin looking for options to find services also.


Launching a customer onboarding strategy can be one of the most crucial steps in your business’ growth. So In this blog post, we have shared some tips on how to create an effective customer onboarding strategy that will help you win over new customers and keep them engaged throughout the process. Stay tuned!

Emma Chris

Emma Chris is the founder of Forbes Era. Emma helps businesses to make their online presence by helping them to connect with their potential customers.

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