10 Ways for effective customer onboarding

10 Proven Ways For Customer Onboarding In Contact Center


01 December 2022

Customer is always the king, and customer satisfaction is one of the most crucial aspects of the contact center business. Every company's future depends on the feedback and experiences of its customers. Many businesses severely lack an effective customer onboarding procedure; the truth is that they are yet to explore the realm of customer experience. 

Regardless of trying everything, some companies still fail to figure out where they have gone wrong. Orienting your customer to your product, services, or procedures is critical. If you make a mistake here, then the rest could turn out quite challenging.

Many clients judge whether your business keeps its promises throughout the onboarding phase of the customer experience journey. Effective onboarding can significantly increase client happiness and retention in every contact center.

According to HubSpot's state of inbound study, over 50% of businesses indicate that generating leads and raising customer happiness are their top marketing priorities. The goal of client onboarding is to minimize any friction that a new customer may face when making use of your product or service. Contact success team can enhance a client's overall customer experience and increase the likelihood that they will stick along for a long time by taking customer onboarding seriously.



1. What is Customer Onboarding?

2. What difference will an effective customer onboarding make?

3. How to Implement an Onboarding Process for Customers?

4. What are the best practices for Customer Onboarding?


What is Customer Onboarding?

The process of educating new customers about the benefits of your product or service is known as customer onboarding. It takes place between two significant customer milestones: 

1) The moment customers sign up for your product, and 

2) The moment they have their first success using it.

Each client has a different definition of success. It might be productivity or monetary, like higher profits or lower overhead.They may also realize how much time, effort, and money they have saved thanks to your product or service.

Customer onboarding aims to provide users with value as soon as possible so they will continue using your product and quickly integrate it into their daily work routine.

The goal of the customer onboarding process for new clients is to nurture them and make sure they are properly set up, knowledgeable about your product, and at ease using it. Customer onboarding aims to provide users with value as quickly as possible in order to keep them coming back to your product and have them swiftly incorporate it into their normal work routine.

The most effective customer onboarding methods prioritize the goals of the client and offer clear, comprehensive instructions on how to use the product or service to meet those goals.


What difference will an effective customer onboarding make?

The onboarding process is essential because it serves as a crucial point for developing positive interactions with new clients and influencing them to stick with a business in the long run. 

Effective onboarding can raise:

Whether your clients are likely to repurchase from you or not, is determined by your initial approach. Sustaining an existing customer becomes much easier with remarkable customer service.

The loss of an onboarded customer is referred to as customer churn.

A poor onboarding procedure can cost your company a lot. Among the issues that a poorly run onboarding can bring about are:


How to Implement an Onboarding Process for Customers?

While there are numerous approaches to managing your onboarding procedure, it's crucial to standardize how it's done. The most effective way to have a procedure that is well-structured and efficient is to use a customer onboarding tool.

A customer's positive interaction with a company is a valuable asset. It ensures that customers remain devoted to your brand for a longer period of time, which subsequently results in more referrals. Retaining customers is less expensive than acquiring new ones. Therefore, it becomes important to keep current clients and figure out how to keep them coming back. When customers are correctly onboarded,  it improves the likelihood that they will stick with your brand as they are familiar with all facets of your service.

Customer evangelism essentially implies that you provide your customers with the tools they need to educate and inform others about your service. Smart consumers can considerably extend your brand's sales force


What are the best practices for Customer Onboarding?

Establishing the project's lifecycle should be your initial step. Outline your onboarding experience's objectives at the beginning, and make sure they are in line with the strategic requirements of your company. Then set out to assemble the right team to assist you in achieving those objectives.

Choosing the objectives for your customer onboarding program comes next. Create an onboarding procedure that includes:

The team must comprise A subject matter expert (SME), an instructional designer, and the project manager. This ensures that the team is knowledgeable and prepared to respond to any questions the client may have.

SME specialists are knowledgeable in the subjects you want to address in your program. An SME could be a customer success team member, an operations manager, or even a brand or product champion.

In order to create content based on SMEs' knowledge, instructional designers collaborate and conduct interviews with them. They will be professionals in disseminating knowledge in a way that is simple for your clients (the "learners") to understand.

Project managers supervise the whole undertaking from beginning to end. They guarantee that the project plan is correctly carried out, that budgets are upheld, and that deadlines are reached. In any case, a team of any size can build and manage a client onboarding program with the correct process, people, and technology.

As soon as your user has successfully signed up, the following step is to send him a "Welcome Mail" to express your appreciation for choosing your company. It evokes a positive impression.

Also try to attach a link to the website, product details, and helpful materials like installation guides, FAQs, or video tutorials to ensure a professional approach.

Acknowledge their decision and include a "Thank You" to let them know that you appreciate their decision.

Give your customers clear instructions. As soon as they log in, give them useful information or tools (like a setup wizard) rather than leaving them to fend for themselves.

Make it simple to win. Users will need time to fully appreciate your product, so give them a quick victory to boost their confidence. This might involve something as straightforward as "leveling up" during the onboarding procedure or receiving a badge for carrying out a particular task.

Give a "getting started" guide. Make a list or outline the requirements and expectations for new users beforehand.

The customer onboarding process for B2B brands is probably going to involve other team members and tools, and it might not be as simple as showing a single consumer how to use your product. They probably don't have a standalone version of your tech stack addition; instead, it's a product that needs to be integrated with others. This frequently entails bringing in information from various sources and inviting other team members to the workspace.

Anywhere you can automate. It can be difficult to set up a new product and integrate it into your client's current tech stack. Automate as much of this process as you can to get rid of any bottlenecks that might bother your customer.

It's possible that your customer won't have to configure platform integrations, import data, or extend invitations to other users to join their team. Therefore, make sure that this phase of your onboarding process is optional.

Provide excellent support. Even knowledgeable users occasionally experience problems with integrations. Make sure you have plenty of support staff on hand for customers who might require assistance during this phase if your business doesn't have a dedicated team for customer onboarding.

Customers are guided through each step necessary to set up your product in a walkthrough or tutorial. The objective is to make sure users have the self-assurance necessary to finish the product's essential tasks. Support teams typically hand over control to the user at this point in the onboarding process because customers—and the majority of people—often learn best by doing.

Permit customers to fast-forward through certain steps. Some customers may already be familiar with your product or service because they have used it in the past. Give them the option to skip part or all of the tutorial so that there are no obstacles in their way of using the product right away.

Make pauses possible. Professionals who work long hours frequently lack the time to devote to learning something completely. Some people don't want to endure the entire onboarding tutorial. It's critical that you give your customers the choice to pause and resume your product walkthrough whenever necessary.

Donate additional aid to those who require it. The product tutorial or walkthrough might not be sufficient for all users to feel completely at ease using your product. Make sure it is simple for all customers to contact customer service representatives who can provide extra assistance. Alternatively, provide a live chat support feature.
C-Zentrix provides CZ Guide which can be used as a plug-in to your product. This can provide the repository for the knowledge base, help articles, FAQs and videos.

Evaluating a client's expectations even before they begin using a product or service is a good idea. By doing so, you can construct a clearer picture of what you will give them and have a decent idea of what they want to do with your offering. The connection between businesses and their customers frequently suffers as a result of unclear expectations regarding deliverables, results, and other factors.

One of the easiest methods to speed up an onboarding process is to develop a repeatable client onboarding framework. Every time an onboarding has been done, time is lost for both the business and the customer. Automate what all can be. Pre-recording the simple segments is an effective method to accomplish this.

Additionally, you might want to think about sending onboarded consumers a set of instructions via an email sequence. Then, over the course of a predetermined period, the email series can drip instructions, and follow-ups via chatbots, surveys, or upsells. But remember to keep a line open for any exceptional requests.

Maintaining customer engagement will be made easier by sending out regular emails with advice and best practices.

Be helpful rather than pushy. Focus on the relationship you've built with your customer through this product rather than trying to sell them an upgrade to another product. Share information that will enable users to make the most of your business's products or services, such as help center article links and videos on particular features.

Transmit social proof. You can remind your users of the worth of your product by sprinkling customer endorsements and reviews throughout your follow-up emails.



Establishing a successful onboarding experience for new customers paves the perfect way for long-lasting business relations. Adhering to best practices for customer onboarding will assist your new customers to see the value of your efforts and guarantee they are making the most of your services.

Customer Onboarding is just the beginning of a long and mutually beneficial relationship with a client who will be an important part of your community for many years. So the above-mentioned techniques can help your business become trustworthy and boost general customer engagement.


Subscribe to our Newsletter.

Recent Blogs

Subscribe to our blog post