Automating customer onboarding processes is a great time saver for you and your team! But not only that, your customers also benefit from simple processes that enable them to understand and use your services or products. Talking your mouth off was yesterday, automated onboarding is today! We'll tell you how to master the challenges of customer onboarding, what you gain from automated processes and for which areas of application this solution is suitable. Cool that you're here and have fun onboarding! ⚙️
What is customer onboarding?
Customer onboarding means getting new customers "on board", taking them by the hand as they take their first step in your direction and giving them an unforgettable customer experience. Unlike onboarding new employees, this is not about recruiting, but about acquiring and optimally supporting your new customers. 🤝🏽
Automated onboarding describes the digitalized processes that you create for your clients as an agency, coach, trainer or entrepreneur. This onboarding process effectively saves time on both sides - for you and for your customers! You will also be better remembered by your prospective fans with an exciting and casual customer journey and stand out from the competition.📍
Professionalcustomer onboarding increases your visibility, awareness and therefore also your sales. Customers who want to buy your products or services are optimally prepared for your collaboration or the use thereof through automated processes. Onboarding can clarify open questions and provide all important information . Customer loyalty and trust in your company will be strengthened and the well-known purchase loyalty will be avoided! 💸
What challenges does the onboarding of new customers entail?
Most people love habits. New things are often viewed with skepticism before being approved. When onboarding new customers, it depends on which target group you are addressing. While the younger generations find their way around digitalized processes more quickly and sometimes even take them for granted, older generations often reach their limits here. Your intuition is therefore required to design an onboarding process that is precisely tailored to your target group. We can help you with this! 👥
The first challenge when onboarding new customers is to set up an understandable and goal-oriented onboarding process. Not only for many customers, but also for the creators of onboarding processes, the topic is often uncharted territory! At the beginning, you are faced with a huge mountain of questions. ⛰️
- What is importantfor customer onboarding? ☝🏽
- How can I create an interesting and targeted customer journey? 🏁
- What does my customer need from me and what do I need from them? 🤲🏽
- What does automated onboarding look like explicitly for my company? 🕹️
Challenge no. 2 in customer onboarding:
In order to create a professional and simple process, you first need to clarify how your internal processes work. By taking a close look at your company, you can identify potential savings and scrutinize your processes. 🔦
Once you have done this, you know exactly what your onboarding process needs. Of course, you are aware that you convey security and trust if you are very familiar with your business and the customer journey you have created! Customers don't just want to buy your product or service, they want a complete package that they can trust. If you act as an expert and guide them competently through the onboarding process, you will win loyal customers who are also willing to invest more money in your premium product. ⭐
A 3rd challenge in customer onboarding is to save time through automated processes, but still remain a real point of contact for the customer! Even if creating an onboarding journey saves you a lot of time in the long run, this automation doesn't do everything for you. ⏰
We at Memberspot are happy to help you with the implementation! With our platform, you can easily automate the onboarding of your customers and have your entire process in one digital place - with your colors, your logo and, if you want, your own app! 📈
One example of this is Völzke Consulting, who operate their customer onboarding via Memberspot, you can find out how they implement this here. 👈🏽
On our new case study page you will find many exciting case studies from our customers from various application areas and industries.
Be sure to check them out! 👀
Be inspired, learn about new areas of application for our features and exchange ideas with our successful customers in our free Memberspot Community. ✨
Why should you onboard your customers automatically and professionally?
Automated customer onboarding has so many advantages! Your new customers are provided with information right from the start and integrated into the process of their project. During the onboarding process, you can respond directly to your customers' wishes and concerns, laying the foundation for smooth collaboration. The entire customer journey can of course be adjusted and optimized at any time. 🙏🏽
The psychological component should not be ignored either: Especially with high-priced products and services, it is important to establish trust in you and your brand right from the start. This will also help you to avoid the well-known purchase regret! 🧠
Thanks toautomated onboarding processes, you have less stress with phone calls, Zoom meetings and sending passwords and relevant input. You can create a folder structure for your new customers where they can upload information and documents for you and define communication channels. This also allows you to avoid WhatsApp messages and after-hours calls because your customer knows exactly how and when they can reach you. 📬
Whether coach, consultant, dentist or agency owner - Customer onboarding is interesting, effective and useful for many industries, especially when it comes to repetitive processes! It also gives you the opportunity to uncomplicated upselling. During the onboarding process, you can provide your customers with further information on other suitable products. 💰
What areas of application are there for using customer onboarding?
Customer onboarding is interesting for anyone who has to deal with customers. 🤔
Every industry has different, comprehensive processes that can be at least partially automated. Customer onboarding means that information is available centrally, can be accessed at any time and also serves to pre-qualify customers, especially in the premium segment. 🌐
We all know it, but only very few actually put it into practice: Good communication with the customer is the be-all and end-all for satisfactory collaboration. At the same time, communication is also the point where things most often go wrong. 🗣️
So why shouldn't we use automated customer onboarding for ourselves?
Most people love habits. New things are often viewed with skepticism before being approved. When onboarding new customers, it depends on which target group you are addressing. While the younger generations find their way around digitalized processes more quickly and sometimes even take them for granted, older generations often reach their limits here. So it's your intuition to design an onboarding process that is precisely tailored to your target group. We can help you with this! 🤏 🏽
Customer onboarding, kick-off meetings and check-up appointments
As a supplement to your onboarding process, you can schedule kick-off meetings and check-up appointments. Either way, it is advisable to seek regular contact with your customer so that they don't feel left alone during the onboarding process! 📅
All relevant information, expectations, deadlines, processes, dates and goals can be clarified in a kick-off meeting before the actual start of onboarding. Of course, these look different for every industry. Let's take the example of a dentist or a car repair shop that would like to automate their appointment scheduling. Of course, this results in far less effort than for an online marketing agency that brings a new major customer on board. ⛵
In the kick-off is not about hard figures or facts, but more about getting to know each other, gaining insights into the working methods, ideas, wishes and building trust. You can then summarize the details discussed here in an email and send your customer to the automated onboarding process to request and collect relevant data for your collaboration. ✉ ️
In check-up appointments, you can make sure that everything is going to your customer's satisfaction and thus increase customer loyalty. A check-up appointment should always be at the end of your onboarding process to ensure that you can now really start the project as agreed! 👍🏽
While reading this article, you must have had lots of ideas in your head about how you would implement your customer onboarding. 🚀
Well then, go ahead, create your onboarding today and realize your ideas for an exclusive customer journey that your customers will love. 💙
If you are not yet a Memberspot customer, you can still give your ideas free rein, just try our free and non-binding trial version. 👈🏽
We hope you enjoyed reading it. 📚
Best regards
Your Memberspot Team
