How to run an onboarding call
Get your customer to their first value milestone
You can think of onboarding as the bridge between the moment your customer signs a contact and the moment they see the value from their purchase.
It’s a crucial stage because your customer’s level of engagement typically peaks as they sign the contract and declines steadily thereafter. The longer onboarding takes, the less engaged they become, causing fewer end users to see the value in the product and increasing the likelihood of a downgrade or churn when the contract is up for renewal.
Getting users onboarded quickly and successfully is essential for getting your customer relationship off to a good start. This issue walks through how to do that for any product, covering the following topics:
Common mistakes when onboarding new customers
How to prepare for an onboarding call
How to run an onboarding call