Customer Onboarding

A customer onboarding strategy occurs in two broad phases at BGN – planning and then execution. In the former stage, we work closely with you to understand your internal workings, ambitions and philosophies. In doing so, we aim to align your brand goals with your business goals, and then design an onboarding process accordingly.

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 does it 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.


Employee onboarding


could we help onboard
your brand?

Give us a few details if you would like us to get in touch to discuss a project.