What is on-boarding?
On-boarding – Noun
The action or process of integrating a new employee into an organisation or familiarising a new customer or client with one’s products or services.
But what is mean to us?
Customer onboarding strategy and planning includes tasks like the following:
- Stakeholder interviews
- Leadership alignment workshop(s)
- Creation of a strategic narrative
- Evaluating and refining your brand values
- Deciding upon an appropriate rallying cry to guide the onboarding process
With a singular rallying cry decided upon, we can proceed with focus groups, questionnaires, surveys or potentially one-on-one interviews with small samples of customers, second-guessing the conclusions already arrived at.
It is only once we are sure that our customer onboarding strategy has the best possible chance to succeed, that we proceed rolling out our first onboarding campaign.
The forms that onboarding campaigns take can vary greatly from company to company, from a video presentation to a one-off launch event, a tailored landing page to an email campaign – there are a lot of approaches we can take, and it is only with the previous stages that we can be sure of the option that is most likely to succeed.