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Home Blog #onboarding clients

#onboarding clients

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#process improvement #engineering #business process management #workflow automation #process management #workflow management #project management #business process improvement
  • May 26, 2017 · Amit Kothari · Customer Success

    A step by step guide to onboarding new clients

    Nearly one in four consumers abandon apps after just one use due to ineffective onboarding. Gartner Group research shows 80% of future profits come from 20% of existing clients, making retention critical. Successful onboarding requires personalized welcomes, understanding client expectations through surveys, outlining scope collaboratively, and maintaining contact after a month.

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