Customer onboarding refers to the sales and account management process of integrating a new customer after purchase to ensure their successful utilization of a product or service. Onboarding focuses on full education, training, configuration, and addressing early stage questions.

When done well, strategic onboarding establishes the relationship for ongoing value and business expansion. It may involve initial training, data migration, stakeholder enablement, documentation, and ongoing support. Strong onboarding increases client retention, referrals, and growth.

Leverage platforms like to ensure your customer onboarding goes smoothly, and to provide a better experience for customers.

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