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Have a solid onboarding process

Posted: Mon Jan 20, 2025 5:07 am
by monira#$1244
First, during your sales process, be sure to highlight case studies of past companies that are similar to your current clients. Go over the challenges they faced and the exact approach they took when using your services to see the results. If possible, detail the approach used and discuss how this client tried a similar approach. Also, ideally, you want to share concrete numerical results, as this will serve as motivation for the client to invest more effort into integrating your solution.

The second way to increase customer loyalty is to have a solid onboarding process. After closing a sale, your Customer Success rep should kick off an onboarding session to help the customer get set up and teach their entire team how to make the most of the product to get results. How onboarding works will vary from company to company, but you can start with a 1-1 meeting, either in person or online, and then incorporate some video tutorials to make the learning process more convenient for your customers. However, meeting in person allows you to build a real relationship and is more conducive to fostering customer loyalty, so make sure to include 1-1 meetings to some degree.

3. Maintain regular online contact points


Even after onboarding is over and the customer has successfully used the product, you want to maintain the point of contact in some way. According to the mere exposure effect, people tend to like things that bolivia telegram number database they are familiar with and have been exposed to frequently in the past.

The same goes for brands and how people feel about them. The more times customers see your brand name and content online (assuming it’s quality content and not promotional), the more they’ll build a positive image of your brand. You can continually gain exposure through social media marketing or email marketing. Email is particularly effective because you can send personalized content and then track metrics and see how each person engages with your content in an email tool or marketing automation.

4. Host webinars to further educate customers



Another strategy for strengthening customer loyalty is to host webinars to teach existing customers new ways to use your service, share updated features, or provide general knowledge that can help them achieve their goals. These webinars can also be opened up to new interested people and become a way to generate new leads – thus killing two birds with one stone.

5. Collect feedback and listen



When conducting NPS and CSAT surveys, you can also ask questions like “What features do you think are missing?” or “What features would you like to see added to product XX?” Figure out how to further improve your product and ask questions like “Are you satisfied with the customer service? Why or why not?” and “Do you feel that product XX is helping you achieve your goals? Why or why not?” Discover other questions, especially during the onboarding process. It’s then important to take the feedback given and base your future direction on this advice.

Ultimately, customer loyalty is a key factor in whether you get repeat purchases and long-term relationships with your customers. If customer retention is a challenge for you, first identify the main issues through surveys, then listen to the Voice of the Customer (VoC) and actually take steps to resolve the issues as quickly as possible. By truly listening and working to cultivate customer-centric service, you can develop loyal customers in no time.