Published on June 17th, 2019 | by Bibhuranjan


5 Helpful Tips for a Streamlined Onboarding for Customers

This process is something that every business has to deal with but few achieve. If you want to stand out among competitors in both the long-term and short-term, then you have to streamline this process in a way that works for you as well as your customers. The process for successful on-boarding varies with different businesses and organizations, so there is no fixed rule as to how anyone can successfully implement it, hence a little personalization depending on your business type becomes inevitable.

Here are a few key suggestions that can be taken as guide.

1. Create Your Definition of Onboarding

Every business has a different definition of what this concept means. But this process can be explained by asking yourself two important questions:

Are you introducing new customers to your business and addressing their needs early on?
Are you gathering the information you need so you can provide products and services that will help them?

This starts by getting to know your customers. But it’s not all about them. You need to focus on your business as well. If this process doesn’t mean your business needs, then it won’t be successful. A great process is one that keeps customers and encourages them to continue to purchase your products and services.

2. Reduce New Customer Acquisition Costs

The cost to onboard a new customer varies from business to business. But reducing these costs can affect your bottom line. Customers are more likely to stay for the long-term if you acquire them effectively. For this to happen, most businesses spend several hundred to thousands of dollars for each new customer acquired.

If you want to reduce customer acquisition costs, then you should make your process digital. Focus on paper processes that involve delivering, faxing, or mail paper forms. Reduce those costs by integrating a platform that meets these requirements without the need for paper. This reduction in customer acquisition costs will lead to an increase in revenue.

3. Make Customer Experience Your Top Priority

Once you get to know your customers and their needs, then you can tailor the process to increase satisfaction. Customer experience is usually focused on the big picture, but you should also focus on the finer details. Remember to focus on every interaction you have with your customers. This is especially important when it comes to an e-mail or a lunch meeting. Each conversation you have with them should make an impact.

4. Set Goals for Your Customers

If you want to be successful with this process, then you’ll need to set some goals along the way. The best kind of goals to set are SMART goals, which are Specific, Measurable, Actionable, Relevant, and Timely.

An example of a bad goal is how many customers you want to onboard during a certain amount of time. You should also consider other factors such as customer loyalty, reduced customer complaints, and speed. This helps you get more insights into buying behaviors.

5. Increase the Average Onboarding Process

This process can take too long, causing your customers to find another business. What slows down this process so much that it causes unhappy customers? The result is legacy systems that are old and outdated. They require the use of manual labor and paper forms. You can decrease the time it takes to onboard a new custoemr by integrating an automated process.

You want to ensure that your automated process consists of several apps and tasks that makes things easier. In addition, you should find ways to make it easier for your customers to leave one channel for another, and pick up where they left off. Once you successfully acquired them, your customers will receive regular communications and establish a relationship with your business.

Streamlining the user onboarding process is all about making it as fast, easy, and efficient as possible. While there are other ways to improve this process, these steps are the best place to start. If anything else, you should create an effective framework that helps you make business decisions.

About the Author

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Editorial Officer, I'm an avid tech enthusiast at heart. I like to mug up on new and exciting developments on science and tech and have a deep love for PC gaming. Other hobbies include writing blog posts, music and DIY projects.

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