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Download free new customer onboarding templates to get started. As you navigate your brand-new relationship with your customer, here are some things to keep in mind: . Practice a people-focused approach. One size does not fit all. One tenet of customer success is to customize your service or product — if you’re approaching every new relationship the same way, your clients will feel it. Practicing a people-focused approach   that is, being attentive to each clients’ specific needs and goals   is a bottom line of good business practice. Why? Because people do business with people.

What does a people-focused approach look like? It means you acknowledge Phone Number List fears, concerns, and questions   like those listed above   from the get-go. This is integral to establishing trust early on. Revisit concerns that the client brought up in the sales process and reinforce how you will address those concerns — perhaps with a detailed quarterly plan, a list of quick wins, or setting expectations. And remember, organization throughout the engagement is key, but during the onboarding stage it’s crucial.



Different for your onboarding process. In fact, over % of customers feel that the  better’ when onboarding new users/customers, so ensure you’re providing them with valuable resources each step. Pro Tip: If you are creating content, I advise keeping the resources as visual as possible. GANTT charts, timelines, or other visual resources will avoid wrong interpretations from your team or the customer. . Automate the process where you can. Scheduling calendars across your team and your customers' teams can be a time-consuming and unproductive way to spend time early on in your customer's lifecycle. When a deal closes, an automatic welcome email should be sent to the customer, including the next steps, their points of contact, and information about how to book time with them. Pro Tip: If your marketing team uses any automation tool, see if you can tap into that and create your own customer onboarding campaigns — or try using HubSpot Meetings.