How to Create a Successful Customer Onboarding Process

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While the product or service you’re selling is amazing, your onboarding process might need some work if customers don’t feel confident using it. Instead of losing happy customers, find out how you can create a successful onboarding process. Learn how to effectively gather customer data, communicate with customers early and often, ask for feedback, and more.
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LINKS & RESOURCES
👉 How to create a successful onboarding process: https://link.jotform.com/wNp8nfRB9K
👉 Free Onboarding Table Templates: https://link.jotform.com/WoFF1KQsPb
👉 Learn more on the Jotform blog: https://link.jotform.com/wxXX0Y7fX4
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#customeronboardingprocess #onboardingprocess #gathercustomerdata
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00:00 Introduction
00:39 What is customer onboarding?
01:34 Benefits of an effective customer onboarding process
02:16 (1) Use software where applicable
02:29 (2) Gather customer data
02:55 (3) Understand customer expectations
03:27 (4) Communicate early and often
03:58 (5) Focus on your relationship with customers
04:21 (6) Stay in touch
04:52 (7) Ask for feedback
05:22 Recap
06:01 Subscribe to Jotform