Customer Onboarding Experience | Scaling for Success

A big chunk of your revenue can come from your existing happy customers. And happy customers LOVE to share. Best of all, they become your “unofficial” brand ambassadors and source for new customers. And guess where they come from? An exceptional Customer Onboarding Experience.

Customer Onboarding Experiences evolve as your company scales. But how do you develop one that’s proven to work? In this video, you’ll learn the eight (8) strategies to create an exceptional Customer Onboarding Experience. That way, your customers will stay engaged – always!


Time Stamps:
0:00 - Intro
0:29 - Welcome
0:46 - Preview
1:15 - What Is Customer Onboarding?
1:44 - Why Is Customer Onboarding So Important?
3:05 - Creating A Customer Onboarding Strategy
3:10 - 1. Know Your Customers
3:37 - 2. Clarify Expectations
4:08 - 3. Reinforce Value
4:37 - 4. Keep Communication Flowing
5:18 - 5. Take Them Out To Celebrate
5:50 - 6. Make Sure You Have The Answers
6:30 - 7. Make Them Feel Excited!
6:50 - 8. Feedback
8:01 - Conclusion

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Welcome to Scaling for Success™ by Scaling Management Consulting Group, Inc.

I’m Susan Goebel, Founder and CEO, with over 20 years of experience helping business owners and entrepreneurs turn their ideas into scalable, high-performing companies. Whether you’re looking to drive growth, streamline operations, or prepare for an exit, you’re in the right place.

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