Customer Onboarding

This is the process of introducing new customers to your company in an organized and effective manner. It generally commences at the time of order placement and may continue for up to three months, depending on the complexity of the product or service.

Our studies have shown that customers who are effectively onboarded have a substantially higher retention rate, lower cost to serve and higher cross sell rate than customers that are not.

We have proved time and again that customers that are properly onboarded will stay with the company longer and spend more money than other customers.

Elements of customer onboarding include:

  • Data integrity management
  • Cross-sell leads management
  • Product benefit education
  • Product activation
  • Payment automation optimisation