Customer Onboarding Archives

Building Trust with New Clients

Guest Author August 4, 2021 No Comments

During onboarding, it’s critical you combat the challenges of first impressions, buyer’s remorse, and prospection because how you start with a new customer may determine whether they renew or they…

The Neuroscience of Onboarding

Guest Author July 22, 2021 No Comments

During onboarding, brain science comes into play in three areas: first impressions, buyer’s remorse, and cognitive closure. While I’m no neuroscientist, I’m excited to share with you the impact onboarding…

How to Dial in Your Onboarding Program and Put Your High-Touch Efforts Where They Matter

Cory April 2, 2021 No Comments

By now, you probably know that getting your company’s high-touch onboarding program working optimally has a direct impact on your bottom line and can pay off handsomely. But how do…

3 Things To Keep In Mind When Building Your High-Touch Onboarding Program

Cory March 25, 2021 No Comments

In order to truly help your customers use, know and love your product, you need to think strategically about your company’s onboarding program. There are three specific areas that you…

From Production to Installation to Customer Onboarding, Project Management is the Key to Success

Guest Author March 4, 2021 No Comments

Medical device manufacturers will soon be affected by substantial new government regulations, and those who have the right project management tools and processes in place will weather these changes much…

Differentiating Your Business in the Solar Energy Boom

Guest Author February 23, 2021 No Comments

Synergies between sales and project management tools are crucial areas of investment for renewable energy business growth While the solar energy workforce has experienced significant job losses due to COVID-19,…

Why Customer Onboarding is a Profit Generator (Plus Mistakes to Avoid)

Guest Author February 3, 2021 No Comments

When your business lands a new client, it’s customary to take a breath and savor the accomplishment. Though, in truth, the selling isn’t done when the sale closes — not…

Improving Your Onboarding and Customer Retention With Measurement

Guest Author October 14, 2020 No Comments

An effective onboarding strategy requires measurement. Many businesses have established a customer onboarding process, but not all of them are tracking metrics and performance to understand the success of their…

Onboarding Success: Keeping Customers Happy Is More Important Than Ever

Guest Author October 1, 2020 No Comments

COVID-19 has altered how buyers and sellers interact. The changes in customer behavior, in the wake of the pandemic, show accelerating digital adoption, and increased vendor expectations. Mckinsey recently published…

The Onboarding Specialist Perspective: The Five Stages of Customer Onboarding

Guest Author July 6, 2020 No Comments

We can all agree that getting customer onboarding—the first 90 days after the sale—right is critical to creating loyal customers. But, what exactly needs to take place to deliver an…

Category: Customer Onboarding

Building Trust with New Clients

The Neuroscience of Onboarding

How to Dial in Your Onboarding Program and Put Your High-Touch Efforts Where They Matter

3 Things To Keep In Mind When Building Your High-Touch Onboarding Program

From Production to Installation to Customer Onboarding, Project Management is the Key to Success

Differentiating Your Business in the Solar Energy Boom

Why Customer Onboarding is a Profit Generator (Plus Mistakes to Avoid)

Improving Your Onboarding and Customer Retention With Measurement

Onboarding Success: Keeping Customers Happy Is More Important Than Ever

The Onboarding Specialist Perspective: The Five Stages of Customer Onboarding

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