4 Essential Tips to Customize Your Initial Customer Onboarding

When you're preparing for a major physical activity -- bagging a "14er," hiking Hadrian's Wall, tackling an endurance race -- working with a personal trainer can make a huge difference for your adventure. How the gym and the personal trainer treats you from the first visit will determine whether you stick with your routine and achieve your goals. What does that have to do with customer onboarding?

Think about your sales process. A customer has come in with a specific need. Maybe they want to launch a new product, so they've acquired your technology. Onboarding is the first substantive experience the customer is having with your technology and your team. Only by delivering an amazing and memorable experience throughout the customer onboarding process that's finely tuned to customer goals will you be assured of retention, renewal and expanded sales.

Here are four lessons a personal trainer / gym experience can teach you about perfecting your initial customer onboarding process.

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