Unveiling the World's Greatest Customer Onboarding Process

Customer Onboarding is an essential component of the customer experience. Watch this video as Kasim reveals our well-defined and tested customer onboarding process. As well as how you can implement one for yourself.

A good customer onboarding process ensures that consumers get the value they seek smoothly and effectively.

But we think that’s only a small part of what makes your customer onboarding exceptional.

At the end of the day, the success of your customer onboarding process comes down to one thing — and that is to remove all friction from it.

Watch this video to learn:
— Why a great customer onboarding process is important
— How setting expectations helps improve the customer journey
— How we do customer onboarding at Solutions 8

Explaining the TallyFy onboarding process to our clients:

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[EdLeake]

1) Onboarding is critical, and yet so much friction exists here.
Your job is to make clients feel like they made the right decision.

2) The golden words - 'manage expectations' or even better, incrementally over-deliver as you go.
Say you'll be ready in 14 days knowing you're done in 7.

3) Process or die - build a checklist out for the basics, learn to do it blindfolded.
For example, get access to the stuff you need ahead of time.

4) Consider a dedicated onboarding manager, a good idea for mid to large agencies.
They enforce the rules for both sides and keep things progressing on.

5) Have an intake form/doc/sheet that the client completes.
Automate the result i.e. the relevant team members get alerted and answers populate your process.

Bonus tip: reduce email time wasting by automating the mundane aspects of communication.
In other words if the client does/doesn't complete a step, trigger a message. Email 'you need to do X because of Y' and 'you did this, now we're doing this for you and we be back in X days/hours'.

[AlanValdez]

When are you going to have this wisdom on audio podcast man ?? Thanks for everything !

[helpfulinvestors]

Airtable is such unbelievable software. We use it for everything as well. Between Typeform + Airtable + Slack, the amount of stuff you can automate is crazy. Great vid.

[christianrechnagel]

Pls do more videos on Performance Max and/or Broad match campaigns.

[carolsuzuki]

That was awesome! As one if the first experiences with a service I am seeing how critical onboarding is. Can't wait to try this out.

[troyscott]

Solid > Booms... I went through Tallify as an onboarding client... thank you on this > We don't start the backend of anything until they have completed X ... obvious, but so over looked. Thank you Kasim.