Customer Onboarding
Customer Onboarding is the process of guiding new clients, after sales, through a series of steps or stages to effectively use and gain maximum value from a product or service, facilitating customer satisfaction and building a robust foundation for ongoing support and service relationship.
Level 1: Emerging
At an emerging level, you are able to acquaint customers with new products or services. You're gaining knowledge in explaining functionalities and addressing initial questions or concerns with supervision.
Level 2: Proficient
At a proficient level, you are able to effectively onboard customers by providing personalized assistance, guiding them through the process, and ensuring a smooth transition to using the product or service.
Level 3: Advanced
At an advanced level, you are able to effectively guide customers through a seamless onboarding process, anticipating their needs and providing personalized support to ensure a positive experience.
