HomeResearch Articles The Foundations of Customer Onboarding

The Foundations of Customer Onboarding

  • Customer onboarding is the first step in creating a successful relationship with a new customer
  • Although multiple functions deliver onboarding components to customers, a single owner must take responsibility for coordinating and optimizing onboarding
  • Onboarding activities and resources must be adapted to each role in the customer organization, including executives, managers and users
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