The goal of B2B customer onboarding is to provide the customer with all the resources they need to get the lay of the land when it comes to using your product. Your onboarding process should include:

  • A welcome email- To thank your customer for choosing you over your competitors and show how thrilled you are to have them onboard.

  • Setup resources- Interactive product tours or walkthroughs should be included so customers can learn how the product works.

  • Link to the Knowledge Base- Provide a one-stop-shop to empower users to solve any problems they encounter quickly.

  • Celebrations- When a customer reaches a specific milestone in their onboarding, send in-app notifications or congratulatory emails to keep them motivated and show you care about their success.

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