How do you handle customer onboarding to ensure long-term success?

Send a warm welcome email or message that provides an overview of what to expect during the onboarding process and key contact information. Then provide easy-to-understand guides, FAQs, and resources that help customers navigate the product or service effortlessly.

Provide SOPs and offer personalized options for each individual

Personally reaching out to develop a rapport with customers makes a big difference. It helps customers feel comfortable reaching out when they have issues instead of bailing on your product.

I walk customers through everything, step by step, and keep in touch regularly to recognize and address challenges they may be having.

At Zebracat, our approach to customer onboarding is rooted in one key principle: personalization. We don’t believe in a one-size-fits-all process. From day one, we take the time to understand each customer's unique needs and goals. This

Definitely provide a personalized onboarding for each customer based on their needs/goals. Having a solid knowledge base and docs is key too. Loom videos walking through key features are super helpful to include. And don't forget to have an easy way for them to reach out with questions!

Customer onboarding at Zebracat is all about creating a seamless transition from interest to integration.