Customer Onboarding Template
Customer success – Process Bliss
You may have done a great job of securing the deal, but that’s only the start of the story. Now it’s time to deliver on those promises. The following template is designed to help you get off to a great start with your new customers.
Click here to see how it looks in Process Bliss, and if you’d like to see more ways we can help head over to our list of 25 processes every business needs.
You can import the below Template into your Process Bliss active or trial Organisation by clicking ‘Use Template’, and then tailor it to your exact needs. If you’re interested in using Process Bliss to manage team tasks, project deadlines and view progress in a single dashboard, take a look at ‘Customer Onboarding with Process Bliss’.
1Capture and document key information
Importance: Essential
- Key contact
- Contact details
- About their business (e.g. sector, target, audience, competitors, objectives)
- Why they chose us and what they hope to achieve using us
2Send personal welcome email to client
Importance: Essential
3Send communication to the team about the client win
Importance: Optional
4Send follow-up client email containing key info
Importance: Essential
- Introduce key members of your team
- Point them to useful information they may need (e.g. support site)
- Explain next steps
- Book date/time for kick-off
5Assign team roles and issue internal communication
Importance: Optional
6Kick-off call / meeting
Importance: Essential
Set expectations, set relationship parameters, agree scope/deliverables, timescales
7Remind them why they chose us
Importance: Optional
Call / Email / Gift
8Product set-up
Importance: Essential
9After one week - catch-up call/email
Importance: Essential
- How are they getting on?
- Questions? Problems?
- How can we help with deeper engagement?
10Business as usual mode - keep them engaged
Importance: Optional
- In-app message
- Product release emails
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