{"id":54272,"date":"2024-01-23T12:30:08","date_gmt":"2024-01-23T12:30:08","guid":{"rendered":"https:\/\/salesdorado.com\/?p=54272"},"modified":"2026-05-05T14:30:14","modified_gmt":"2026-05-05T14:30:14","slug":"customer-onboarding","status":"publish","type":"post","link":"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/","title":{"rendered":"10 best practices for successful customer onboarding"},"content":{"rendered":"<p>Customer onboarding aims to define several elements: <strong>communication <\/strong>(Who are the contact points? How do I contact them?), <strong>objectives <\/strong>(How are they measured? How can I access the reporting?) and <strong>payment <\/strong>(What are the payment conditions? How does invoicing work?). How does invoicing work?)<\/p>\n<p>If you want to set up a successful onboardig, you&#8217;ll need to go through several stages. We won&#8217;t go into detail about these steps in this article, but we&#8217;ll list the four most important ones for you:<\/p>\n<ul>\n<li><strong>Kickoff meeting<\/strong>: Presentations, definition of communication flows, and collection\/confirmation of objectives and KPIs.<\/li>\n<li><strong>Aha moment<\/strong>: Communicate the first result to the customer, explain the next steps, and explain how the first result fits in with the customer&#8217;s objective. If it&#8217;s SaaS (self-onboarding), you can congratulate the customer and explain how the first result fits in with their objective.<\/li>\n<li><strong>30-day check-in<\/strong>: The aim is to solve the problems that prevent customers from getting maximum value from their purchase. It&#8217;s not a question of upsell or cross-sell at this stage. Make sure you stay focused on the first objective, and keep the customer focused on the first objective.<\/li>\n<li><strong>90-day check-in<\/strong>: The aim is to validate (or not) the relevance of the solution with the customer. If it&#8217;s approved, you can commit it for a longer period. Likewise, there&#8217;s no upsell or cross-sell at this stage. Make sure you stay focused on the first goal, and keep the customer focused on the first goal!<\/li>\n<\/ul>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Sommaire<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#10-customer-onboarding-best-practices-that-work-in-b2b\" >10 customer onboarding best practices that work in B2B<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#1-define-the-type-of-onboarding\" >#1 Define the type of onboarding<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#2-choose-company-contact-points\" >#2 Choose company contact points<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#3-bring-your-teams-together\" >#3 Bring your teams together<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#4-choose-the-right-tools\" >#4 Choose the right tools<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#5-use-as-few-emails-as-possible\" >#5 Use as few emails as possible<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#6-segment-your-customers\" >#6 Segment your customers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#7-automate-as-many-tasks-as-possible\" >#7 Automate as many tasks as possible<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#8-create-a-relevant-tracking-table\" >#8 Create a relevant tracking table<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#9-analyze-performance\" >#9 Analyze performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#10-dont-look-for-upsell-absolutely\" >#10 Don&#8217;t look for upsell absolutely<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/#examples-of-onboarding-we-like\" >Examples of onboarding we like<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"10-customer-onboarding-best-practices-that-work-in-b2b\"><\/span>10 customer onboarding best practices that work in B2B<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"1-define-the-type-of-onboarding\"><\/span>#1 Define the type of onboarding<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Defining the type of onboarding you want for your customers is very important to best meet their needs. The onboarding you choose depends on what you want: do you want your customer to be independent? Or do you want to build a relationship of trust with your teams?<\/p>\n<p>This is a very important step in defining the basis of the customer-supplier relationship.<\/p>\n<p>So, before setting up your onboarding, think about what you want to share with your customer, and what type of onboarding you&#8217;ll choose. There are several models to choose from:<\/p>\n<ul>\n<li><strong>Self-service&#8221;<\/strong> onboarding <strong>:<\/strong> this type of onboarding works well if you offer a simple product that doesn&#8217;t require much time or explanation to get up and running. This method consists in setting up a sort of start-up guide that allows customers to be autonomous in their onboarding.<\/li>\n<li><strong>Low-touch&#8221;<\/strong> onboarding <strong>:<\/strong> this type of onboarding takes things a step further, with visits to products in the application or tutorials on how to get started, for example. Unlike self-service onboarding, it offers some human assistance services, but never one-to-one. This type of onboarding is suitable for less complex products, and has been adopted by many companies such as Zoom, Canva and Mailchimp.<\/li>\n<li><strong>High value-added&#8221;<\/strong> onboarding <strong>:<\/strong> this is the most personalized type of onboarding, very useful if you&#8217;re offering a complex product that requires several installation steps, for example. This onboarding will lead you, for example, to create personalized welcome documents and send summaries of your exchanges to your customers. <img decoding=\"async\" class=\"alignnone size-full wp-image-54150\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/image4-1-1.png\" alt=\"\" width=\"1440\" height=\"1078\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/image4-1-1.png 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/image4-1-1-300x225.png 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/image4-1-1-1024x767.png 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/image4-1-1-768x575.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/li>\n<\/ul>\n<p><a class=\"external\" href=\"https:\/\/whatfix.com\/blog\/white-glove-onboarding-vs-self-service-onboarding\/\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"2-choose-company-contact-points\"><\/span>#2 Choose company contact points<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once you&#8217;ve decided on the type of onboarding you&#8217;d like to implement, you need to identify the team that will be in charge of it, and identify each person&#8217;s tasks.<\/p>\n<p>First of all, you can designate a person on the customer&#8217;s side to be the single point of contact at the reception desk.<\/p>\n<p>Next, be sure to set aside time in the launch call agenda to designate a reference person.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"3-bring-your-teams-together\"><\/span>#3 Bring your teams together<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Ensure good communication between sales and support teams.<\/p>\n<p>To ensure good communication between teams, you can notify support teams of a new customer to be onboarded.<\/p>\n<p>Don&#8217;t hesitate to set up a coherent tracking table that teams can access to increase efficiency.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"4-choose-the-right-tools\"><\/span>#4 Choose the right tools<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To facilitate customer onboarding, choose the right tools.<\/p>\n<p>Setting up an onboarding system for your new customers can be quite cumbersome, so you&#8217;ll need to choose the right tools to have the most optimal onboarding experience possible.<\/p>\n<p>These tools will enable you to communicate effectively with your customers, automate some of your tasks and track onboarding KPIs.<\/p>\n<p>Tools like <a class=\"external\" href=\"https:\/\/www.appcues.com\/\" target=\"_blank;\" rel=\"noopener\">Appcues<\/a> enable you to build and test your onboarding flows on an ongoing basis in order to improve your onboarding experience.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54156\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7fab8d2f2f4fcc577331_appcues-studio-1.jpg\" alt=\"\" width=\"1440\" height=\"891\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7fab8d2f2f4fcc577331_appcues-studio-1.jpg 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7fab8d2f2f4fcc577331_appcues-studio-1-300x186.jpg 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7fab8d2f2f4fcc577331_appcues-studio-1-1024x634.jpg 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7fab8d2f2f4fcc577331_appcues-studio-1-768x475.jpg 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/p>\n<p><a class=\"external\" href=\"https:\/\/www.appcues.com\/use-case\/user-onboarding-software\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"5-use-as-few-emails-as-possible\"><\/span>#5 Use as few emails as possible<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To make your onboarding easier to read for your customers, make sure you send as few emails as possible.<\/p>\n<p>A large proportion of the emails we receive are wasted, so there&#8217;s no need to send more. Instead, I advise you to store all the resources your customers will need on a website, for example. This saves them time searching for information in their mailboxes, and is an invaluable time-saver in the onboarding phase.<\/p>\n<p>Don&#8217;t hesitate to allow customers to make comments or give them editing rights on the document, which they will update as they onboard. This document can also be used as a basis for adding any thoughts your teams share with your customers, and assigning them to the corresponding task.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"6-segment-your-customers\"><\/span>#6 Segment your customers<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If you want to offer more effective onboarding, don&#8217;t hesitate to customize it according to your customer segments.<\/p>\n<p>If your products are aimed at a wide variety of customers, it&#8217;s quite likely that some tasks won&#8217;t be relevant to some of your customers. To best target your customers&#8217; needs, you can divide them into segments and create onboarding processes tailored to each.<\/p>\n<p>Segmenting customers can be a tricky business, not least because company size is not always the right measure. For example, a team of three and a team of 300 may need to go through the same type of onboarding if they use the product in the same way.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54163\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7eef5121c03f479980b4_howitworks-target-1.jpg\" alt=\"\" width=\"1440\" height=\"881\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7eef5121c03f479980b4_howitworks-target-1.jpg 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7eef5121c03f479980b4_howitworks-target-1-300x184.jpg 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7eef5121c03f479980b4_howitworks-target-1-1024x626.jpg 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/60bf7eef5121c03f479980b4_howitworks-target-1-768x470.jpg 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/p>\n<p><a class=\"external\" href=\"https:\/\/www.appcues.com\/use-case\/user-onboarding-software\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<p>I recommend that you define a complete onboarding template, which you can then customize for each customer, by deleting irrelevant tasks or adding what&#8217;s missing. Eventually, this will enable you to identify commonalities between companies (their objectives, their timeframes, the products they buy&#8230;) and divide your customers into segments more easily.<\/p>\n<p>You can also choose to customize your onboarding templates according to the life cycle of your customers, and build specific templates for each task.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"7-automate-as-many-tasks-as-possible\"><\/span>#7 Automate as many tasks as possible<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To make onboarding as efficient as possible, don&#8217;t hesitate to personalize it by automating certain tasks.<\/p>\n<p>You can, of course, divide your customers into segments, or create separate onboarding templates for each segment, which you can also adapt according to the customer&#8217;s lifecycle.<\/p>\n<p>For greater efficiency, you can also automate certain tasks in the onboarding process. There are a whole host of &#8220;learning management systems&#8221; (LMS) like <a class=\"external\" href=\"https:\/\/www.northpass.com\/\" target=\"_blank;\" rel=\"noopener\">Northpass<\/a> that can be used to set up personalized learning paths and automatically guide customers.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54169\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/np_academy_standalone-1.jpg\" alt=\"\" width=\"1440\" height=\"1090\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/np_academy_standalone-1.jpg 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/np_academy_standalone-1-300x227.jpg 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/np_academy_standalone-1-1024x775.jpg 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/np_academy_standalone-1-768x581.jpg 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/p>\n<p><a class=\"external\" href=\"https:\/\/www.northpass.com\/product\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<p>In particular, this type of tool makes it possible to host all your training content in a central online repository to which customers and team members have access. It&#8217;s a huge time-saver, especially when it comes to organizing training content.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"8-create-a-relevant-tracking-table\"><\/span>#8 Create a relevant tracking table<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If you want to keep track of the progress of each onboarding, don&#8217;t hesitate to create a clear and relevant tracking table.<\/p>\n<p>This table will enable you to define the onboarding phases and get a real-time overview of the onboarding processes for all your customers.<\/p>\n<p>This is essential if you want to continuously improve your onboarding process. The data you can gather from this table will enable you, for example, to identify the customers who need the most help, and direct efforts where necessary.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54179\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/Customer_onboarding_thumb-1-1.jpg\" alt=\"\" width=\"1430\" height=\"831\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/Customer_onboarding_thumb-1-1.jpg 1430w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/Customer_onboarding_thumb-1-1-300x174.jpg 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/Customer_onboarding_thumb-1-1-1024x595.jpg 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/Customer_onboarding_thumb-1-1-768x446.jpg 768w\" sizes=\"(max-width: 1430px) 100vw, 1430px\" \/><\/p>\n<p><a class=\"external\" href=\"https:\/\/monday.com\/templates\/template\/145000\/customer-onboarding\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<p>Eventually, this data will also enable you to identify the difficulties encountered by customers, and the reasons why some of them give up even before completing onboarding.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"9-analyze-performance\"><\/span>#9 Analyze performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To improve your onboarding, you first need to analyze your performance.<\/p>\n<p><strong>1. Time to Value (TTV)<\/strong><\/p>\n<p>Time to value (TTV) is one of the most important measures of customer integration. This measure represents the time it takes for a new customer to learn how to use your product or service well enough to derive full value from it. The lower your company&#8217;s average TTV, the better. Low time to value means your integration process runs smoothly, and your customers can start benefiting from their products quickly. A longer time to value usually indicates that some aspect of your integration process may be working more efficiently.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54184\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/blog_-_graph-1024x576-1.png\" alt=\"\" width=\"1440\" height=\"810\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/blog_-_graph-1024x576-1.png 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/blog_-_graph-1024x576-1-300x169.png 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/blog_-_graph-1024x576-1-1024x576.png 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/blog_-_graph-1024x576-1-768x432.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/p>\n<p><a class=\"external\" href=\"https:\/\/www.custify.com\/blog\/measure-time-to-value\/\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<p><strong>2. Support tickets <\/strong><\/p>\n<p>The number of support tickets received by your customer service team can also be a valuable indicator of how successful your onboarding has been. If you receive a large number of tickets, which customers usually send when they can&#8217;t find the information they need from the available documents, this is a sign that your resources are insufficient.<\/p>\n<p><strong>3. Customer Lifetime Value<\/strong><\/p>\n<p><a class=\"external\" href=\"https:\/\/www.shopify.com\/blog\/what-is-customer-lifetime-value#:~:text=Customer%20lifetime%20value%20(CLV%20or,their%20relationship%20with%20the%20company.\" target=\"_blank;\" rel=\"noopener\">Customer Lifetime Value<\/a> (CLV) is another useful measure of onboarding. It estimates the amount a customer will spend on your company between the time they sign up and the time they end their relationship with your company. Very often, the higher the value, the better the experience.<\/p>\n<p>This is a fairly useful measure for identifying improvements to be made to your onboarding program.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54193\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/CLV-calculation-1.jpg\" alt=\"\" width=\"1439\" height=\"924\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/CLV-calculation-1.jpg 1439w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/CLV-calculation-1-300x193.jpg 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/CLV-calculation-1-1024x658.jpg 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/CLV-calculation-1-768x493.jpg 768w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/p>\n<p><a class=\"external\" href=\"https:\/\/clevertap.com\/blog\/customer-lifetime-value\/\" target=\"_blank;\" rel=\"noopener\">Source<\/a><\/p>\n<p><strong>4. Customer Engagement<\/strong><\/p>\n<p>Customer engagement is an indicator that measures how your customers interact with your onboarding resources. If they&#8217;re not interested, it could mean that your welcome program isn&#8217;t being implemented effectively.<\/p>\n<p><strong>5. Course completion rate<\/strong><\/p>\n<p>The course completion rate tells you how many of your customers remain interested in your hospitality materials until the end. If not many customers complete certain sections of your onboarding process, it&#8217;s a clear sign that your content is too difficult, too confusing or not relevant enough.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"10-dont-look-for-upsell-absolutely\"><\/span>#10 Don&#8217;t look for upsell absolutely<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Take the time to build a relationship with your customer before offering anything else, don&#8217;t rush, and don&#8217;t seek upsell at all costs.<\/p>\n<p>If you want to keep your customers, you need to set up a precise onboarding program to support them as they discover and use your product. So let him get comfortable with your initial product.<\/p>\n<p>Make sure you create a relationship of trust with the customer, and ask them clearly if they are satisfied with your service and why. This will help you to understand his sticking points and then propose an additional offer that will meet his needs.<\/p>\n\n<h2><span class=\"ez-toc-section\" id=\"examples-of-onboarding-we-like\"><\/span>Examples of onboarding we like<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Slack<\/strong><\/p>\n<p>Slack offers great onboarding. Whether you&#8217;re creating your own workspace or being invited to join one, you&#8217;ll always be accompanied by a Slackbot who guides you through the basic steps of signing up and gives lots of tips on creating a new channel, sending a message and adding people to channels.<\/p>\n<p>Above all, Slack offers the option of leaving the onboarding tutorial at any time if you wish, while continuing to take advantage of its features.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54199\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/slackbot-example-1.png\" alt=\"\" width=\"1440\" height=\"796\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/slackbot-example-1.png 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/slackbot-example-1-300x166.png 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/slackbot-example-1-1024x566.png 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/slackbot-example-1-768x425.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/p>\n\n<p><strong>Trello<\/strong><\/p>\n<p>Trello, like Slack, also makes extensive use of empty states. As soon as you log in and open the welcome panel, the application introduces you to all the main functions, explaining what you can do to get started.<\/p>\n<p>You immediately see how the process is organized, Trello&#8217;s main unit &#8211; the card &#8211; and what you can do with it. The home panel also provides a comprehensive overview of the available features, displaying the panel menu and a pop-up window inviting you to create a team.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54204\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/trello-welcome-board-1.png\" alt=\"\" width=\"1440\" height=\"959\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/trello-welcome-board-1.png 1440w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/trello-welcome-board-1-300x200.png 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/trello-welcome-board-1-1024x682.png 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/trello-welcome-board-1-768x511.png 768w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><\/p>\n\n<p><strong>Chanty<\/strong><\/p>\n<p>Chanty is a chat tool with a rather user-friendly customer welcome flow. Everything you enter when setting up your account appears immediately in the corresponding fields of the user interface, and your profile is created as you type.<\/p>\n<p>The tool uses an onboarding assistant bot, Rufus, which shows you all the product&#8217;s most important features. Rufus guides you through all the buttons on the chat screen, explaining what they&#8217;re for.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54209\" src=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/chanty-task-1.png\" alt=\"\" width=\"1439\" height=\"894\" srcset=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/chanty-task-1.png 1439w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/chanty-task-1-300x186.png 300w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/chanty-task-1-1024x636.png 1024w, https:\/\/salesdorado.com\/wp-content\/uploads\/2024\/01\/chanty-task-1-768x477.png 768w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/p>\n<p>One of the strengths of Chanty&#8217;s onboarding program is that it includes a real hands-on exercise. After a quick tour, Rufus creates your very first task &#8211; Invite your colleague. This task is accompanied by a short video tutorial and a link to the knowledge base that provides more details on the subject. Not only do you get a basic understanding of the task concept, but you also start to build your team on Chanty.<\/p>\n<div class=\"blocTips success-light\">\n<p><i class=\"fa fa-book\"><\/i><span class=\"title is-5\">Going further<\/span><\/p>\n<ul>Check out our other articles on onboarding and related topics!\n<li><a class=\"internal\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/\" target=\"_blank\" rel=\"noopener\">Onboarding new sales staff: best practices<\/a><\/li>\n<li><a class=\"internal\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-success-tools-top-10-best-practices-and-selection-criteria\/\" target=\"_blank\" rel=\"noopener\">Customer success tools | Top 10, best practices, and selection criteria<\/a><\/li>\n<li><a class=\"internal\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/\" target=\"_blank\" rel=\"noopener\">Customer retention: complete guide and strategies<\/a><\/li>\n<\/ul>\n<\/div>\n<div style=\"display: none;\"\n    class=\"kk-star-ratings kksr-valign-bottom kksr-align-center \"\n    data-id=\"54272\"\n    data-slug=\"\">\n    <div class=\"kksr-stars\">\n    <div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    <div class=\"kksr-stars-active\" style=\"width: 0px;\">\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n    <div class=\"kksr-legend\">\n            <span class=\"kksr-muted\">Qu'avez-vous pens\u00e9 de cet article?<\/span>\n    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Customer onboarding aims to define several elements: communication (Who are the contact points? How do [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":54217,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[294,303],"tags":[312],"class_list":["post-54272","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-retention","category-sales-strategy","tag-guides"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Onboarding Customer | 10 best practices | Salesdorado<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/salesdorado.com\/en\/customer-retention\/customer-onboarding\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Onboarding Customer | 10 best practices | Salesdorado\" \/>\n<meta property=\"og:description\" content=\"Customer onboarding aims to define several elements: communication (Who are the contact points? 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