You only have one shot to make a first good impression, and when a better onboarding experience can double trial conversion rates and ultimately reduce customer churn, you want to make sure you do everything you can to get it right. Lincoln Murphy often reminds us that “the seeds of churn are planted early,” and for that reason, customer onboarding is considered to be the most strategic step in the customer success journey. Onboarding sets the tone for your business relationship with buyers and users and ensures strong product adoption, a step upon which a successful customer journey is founded. That’s why creating an outstanding customer onboarding process is a must for SaaS businesses.

We’ve written this guide to help you out in the process of developing a customer onboarding plan for your customers, sharing our expertise and giving you all the resources you need to get started. We’ll explain:

• What customer onboarding is and why it’s important
• Strategies for developing your customer onboarding process
• Best practices and tips for elevating your customer onboarding strategy
• Valuable customer onboarding tools and solutions
• And much more!