Automated Customer Onboarding
Systemize an Exceptional Onboarding Experience for Your Customers
What is Automated Customer Onboarding?

The topic of customer onboarding has been picking up steam in the business world over the past few years… and with good reason. Typically, onboarding is associated with bringing on a new employee to a company. Why not use the same idea for your customers?

Once a customer has purchased, it’s up to the business to respond in a timely and thoughtful manner. This begins with product delivery and ends with a repeat or lifelong customer. Business growth expert and author Lincoln Murphy underscores this process, postulating “The early days of your relationship with your customer are critical; whatever analogy you want to use (planting seeds, laying a foundation, etc.), just know that whatever happens in the first stage of engagement (a period of time that’s unique to your situation) really does impact the long-term growth of your customer as a customer.”

Whether a company is selling individual products or offers a subscription type service, having a strong base of repeat customers is the foundation of any successful business. Through automation you will find comfort in knowing that each customer onboarding experience guarantees the same quality and promptness.

Why Automate Customer Onboarding?
Customer acquisition and subsequent onboarding are two of the biggest hurdles small businesses face. Often too much importance is placed on customer acquisition, letting customer onboarding fall by the wayside. This is a punishing mistake. A customer’s immediate post-purchase experience with your company sets the tone of your relationship. This is your chance to wow them and get them to brag to all their friends about you. Lose them here and you’ve lost them for good. That’s why customer onboarding is a critical window of opportunity that calls for prompt and concise follow-up and guidance.   
Boost Customer Retention

It costs about five times as much to acquire a new customer than it does to keep an existing one. By ensuring that your customers are well on the road to their desired outcome from the get-go, you’ll gain loyal patrons in turn boosting retention skyhigh. 
Boost Your ROI

Investing in the initial success it takes for your customers to meet their ultimate goals pays off in droves. A streamlined customer onboarding experience not only brings customers back for repeat business, it consequently generates referrals from those who’ve been blown away by their experience with you.
Where Does Ontraport Fit in With Customer Onboarding?
Though the customer onboarding experience may vary greatly from business to business, Ontraport’s powerful platform allows you to tailor your automation to meet the demands of any onboarding process, regardless of how simple or expansive. Whether onboarding for your product/service is done with extensive training, a simple email, or a series of one-on-one phone calls with the customer, each of these can be “systemized” with automation to save you time and retain customers at astounding rates.

Automating the onboarding process takes the brunt, if not all, of the manual work out of a tedious, costly chore. Rather than inundating yourself with customers and risk someone slipping through the cracks or receiving a less than remarkable experience due to resource constraints, Ontraport guarantees the same experience for everyone.
If you hold a customer’s hand for 90 days, they’ll be loyal for life. 

- John Jantsch, author of Duct Tape Marketing
Examples of Automated Customer Onboarding Using Ontraport

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