Defining a Customer Onboarding Process [Infographic]

Brandi Johnson

Oct 4 2016 1 min read

A successful customer onboarding process does more than just accomplish your goal of getting customers using your software. It also sets your customers up for success – and to accomplish their goals. In fact, it’s even more important that your customers achieve their goals through onboarding than you achieve yours. We created this infographic to help you think through the six phases of developing a customer onboarding process.

Customer Onboarding Infographic 01 3

Could you benefit from a solution that helps you integrate your customer onboarding processes with your sales and service systems? Get in touch and learn more about how a solution like Cloud Coach may be able to help.

6 phases customer Onboarding infographic
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Brandi Johnson

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