[vc_row][vc_column][vc_column_text]El onboarding de clientes es un proceso que puede involucrar microprocesos dentro y todos deben salir bien. Es la primera etapa para lograr la satisfacción del cliente.

It is common knowledge that customer service after the purchase is essential to build the relationship over time.

This process is responsible for guiding the buyer to the best possible initial outcome. It seeks to make each of their steps, using your product or service, a victory.

Key processes within onboarding

• Customer registration: this process can be very simple or complex depending on the type of product or service. It covers from the signing of the contract or subscription, the initial configuration of that client (for example, the setup of the tool), the delivery of access, among others. It is important to have a formal audit of this process.
• Welcome: the welcome should be appropriate and personalized, either through a kick-off meeting, product demo or co-working session. It can also be useful to trigger event-driven emails, for example when the user uses a relevant feature of your product or service.
• Training: implies ensuring that the customer can use the product or service in the correct way and achieve the desired results.
• Quick results: the aim is for the customer to quickly obtain results that endorse his decision to purchase our product or service. Eventually, it also inspires confidence in those who were not entirely sure about the purchase.

It is important that all team tasks are formally modeled in this process to avoid wasting time, errors and miscommunication of the team.

3 best practices for customer onboarding

Know your customer

This is essential in every area of a company, but at this point, if the research is not adequate, the project is likely to fail.

It is necessary to know their problems to be able to offer solutions. So that the product / service effectively adapts to it.

There is no point in selling them something they will never use.

Getting to know them in the pre-sale, during the sale and after the sale should be among your priorities. This will help you customize the onboarding process.

Customize the process

Each user has different realities and preferences. Can you imagine what would happen if companies offered only one delivery method? One meal in one restaurant?

Dario may prefer videos explaining all the features of the service/application, while Anabela prefers 1-on-1 assistance via videoconferencing at the time of onboarding.

Your team must be prepared.

Accompany

Leaving the customer adrift was never an option.

If the customer has bought your product or service it is to get great results as soon as possible.

Accompanying you to your first success or advising you will make your investment worthwhile.

Let's suppose that you offer an application to learn English and that your client hired the service in the hope of improving his level before the end of the year.

To achieve this goal, the first step is to level up and start using it.

• You can create a super simple tutorial on how to perform the evaluation and the points to take into account. Explaining the dynamics of the application. On the other hand, congratulate him at every step. Rewards are essential for motivation.
• After a few days, ask what help she needs and how her experience is going. Provide her with a particular class or space suited to her goals.

Modeling processes in Flokzu will help significantly, allowing you to see all the tasks to be performed, and their precedences, in a graphical and intuitive model. In addition, the tool allows you to automate processes to avoid human errors.

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