Teams | Collaboration | Customer Service | Project Management

November 2023

Customer Setup Workflow: Best Practices For Onboarding Customers

Customer onboarding is a critical first step in cultivating long-term customer success. ‍ This process sets the foundation of your entire customer relationship, presenting an opportunity to impress, engage, and retain your clients. ‍ If executed correctly, a thoughtful onboarding process can significantly enhance customer satisfaction, encouraging them to remain with your business and become advocates of your products and services. ‍ ‍