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Customer Onboarding: The Complete Guide You Can’t Miss

    Are you trying to find a way to make more money from your product or service? Are you worried about the rate of people leaving? Let onboarding customers help you with everything.

    In this post, we’ll explain the basics of customer onboarding and give you some examples from real life.

    What is onboarding a customer?

    The process of letting new customers know about your products or services is called “customer onboarding.” Also, this process will help customers understand the value of products and how to use them in the best way.

    Also, if you do customer onboarding well, you can get a lot of customers who stick with you.

    Customer Onboarding’s Pros and Cons

    Customer onboarding is, in all honesty, a very important part of business. That’s because it will help customers get to the heart of what you’re selling or offering. When you do well, people won’t be sorry they bought or chose your products. If you don’t, they might wonder why they should choose that item.

    Here are great things about bringing a new customer on board that you should pay attention to:

    • Get customers and keep them coming back.
    • Cut down on how many customers want to leave your brand.
    • Get more money from the product and increase its LTV.
    • It’s a way to market something (Word-of-Mouth).
    • Many problems with customers can be avoided.
    • Save money by advertising in other ways.

    Customer Onboarding vs. First Impression of a Customer

    Some people get confused when they hear the terms “customer onboarding” and “first impression.” Even though they both want to let people know about the product, they are different in some ways.


    Both have the same goal, which is to get more people to buy the product or service. In this way, the sales will bring in more money. Another thing they have in common is that they both support the business’s marketing strategy.


    Check out this table to see how these two things are different:

    • Welcome to the customer
    • The first thing customers think of
    • Know what the product is about and what it’s worth.
    • Make the customer feel like they’ve made the right choice.
    • Get new buyers to stick around.
    • between 30 and 90 days.
    • Get people interested and try out the product right away.
    • If the product doesn’t meet the customer’s needs, they won’t buy it again.
    • Depending on the business’s plan, this could go on for a long time.
    • Process of Bringing a Customer On Board Is Done

    As usual, the process of getting a new customer is made up of 9 steps. Sometimes, the product managers can get rid of one or two steps that aren’t necessary.

    Hello, Email

    The first thing you say to a new customer should be a good thing. Tell them how happy you are about what they just bought. Thank them for picking you over the other candidates and tell them how happy you are to have them on your team.


    You can show an in-app welcome message that users see when they log in for the first time and that encourages them to set up their account.

    This message is not the same as the one on the first element. Customers should only be asked to do one thing. For example, show them how to change their password or set up email alerts. You should show them what they need to do in a video.

    Product Setup

    Make a step-by-step guide or setup process to help your customers through the setup process. This advice should be short and up to the person. Most of the time, a guided setup is needed when there are several steps or when they must be done in a certain order.

    Nothing There

    When a customer logs into their site for the first time, there will be “empty space” or features that don’t have any data. You should fill in the blanks with information that tells people how to use the feature, shows how useful it is, and convinces them to use it.

    This filling is always needed in customer onboarding to get people interested and get them to try it out. Let’s look at how dropship-empire do it!

    When you click on the “bulk order” link on their website, it’s easy to see how to use this feature and why you shouldn’t miss it.

    Quotes on Display

    Use a tip banner to show people how to use the product and to draw their attention to important parts. The banners are not meant to replace a tutorial, but rather to serve as an introduction.

    Interactive Tour

    The most important part of the customer onboarding process is showing your customers how to use your product and get value from it. It’s a great way to teach customers how to use a product by showing them how it works.

    An interactive walkthrough is like a feature quote that shows the user how to do the next task as they finish the current one. So, you should make sure to include contextual suggestions that explain how to do a task.

    What We Know

    For frequently asked questions, a knowledge base or resource area is a great place to start because it lets users solve problems quickly and on their own.

    A chatbot is another great choice. It adds a personal touch and helps customers fix problems without having to look for answers on your website.

    Checking in regularly

    Even though check-ins are more of a best practice than a step, they should be a part of your onboarding process. You should make it clear to your new customers that you care about their growth. Check in with them often to find out where they’re getting stuck and how you can help them get much more out of your product.

    Mini Celebrations

    Do you remember all of the customer-focused goals you set? You can give these to your new customers to get them excited about reaching their goals. This can be done with a quick phone call, an in-app message, or an email. In either case, they will care more about your idea if they think you care about how well it works for them.

    Customer Welcome Letter Template

    But in which direction should you go? This is what has worried a lot of people about how to get a new customer. We’re going to give you a template that will help you do things the right way.

    Get important information

    Before you do customer onboarding, you need to know what you want to accomplish. Just ask yourself the following questions and look at the answers:

    • Who should you talk to?
    • How can I get in touch with them the best?
    • Why did they pick you?
    • What do they want this relationship to give them?
    • You can write everything down on paper or in your notebook and then start doing research to find out who your target customers are and what they do.

    Send a message or email to say hello.

    At this point, you need to write and get ready an effective welcome message for the users. This email should have the name of your store or company and information about who to call in an emergency.

    When you’re done with the content, you’ll need to send it to your clients. You should always check back on the email you sent to make sure you don’t miss any responses from your buyers.

    Call to find out how the customer feels

    Depending on your service or product, you can send an email to your customers or call them to find out what they think. If you choose to call, you have to put together a hotline team that will be in charge of the mission.

    Also, you need to make a calling script to make sure that all calls bring in money for your product or service.

    Note & Improve

    It is hard to make sure that all of your customers are happy with the product or service you offer. So, you should pay attention to all of the feedback and fix that product’s flaws as soon as you can.

    Last but not least, keep your product up-to-date and hold training webinars every month or week if you need to.

    This is a layout made by dropship-empire. You can look for more templates or do research to figure out which one is best for your product or service.

    Customer Onboarding Examples from Real Life

    When you talk about “customer onboarding,” you can give so many examples. You can look at these 3 great real-life examples. We also give you some great tips on how to make sure your user onboarding goes smoothly.

    There are many things to do on dropship-empire.

    AliExpress dropshipping has made dropship-empire a partner. When you go to the dropship-empire website, you can find out everything you need to know about dropshipping and how to do it, from making an account to making money. Also, dropship-empire has many features that help people who are new to dropshipping understand and learn about it.


    And Duolingo has a friendly interface that shows users how to learn and speak a new language. They walk you through each step, which is great for beginners because they won’t get lost.


    A lot of people have heard of the website Canva. On this website, users can try out four easy steps to make a great photo for advertising. Also, they point out what users need to see to finish what they need to do.

    Best Tips for Getting a New Customer

    It’s not as easy as baking a cake to give a customer a great experience from the beginning to the end of the process. But with the tips in this section, we think you can do what you want to do and get what you want.

    The Right People, and the Right Answer

    You should pay attention to what people do on your website. This is because everyone will have different needs. So, the best thing for you to do is to do a survey and try to improve the process so that it meets customer needs.

    Always Be Next to the Customer

    If any of your users run into trouble, you should be there to help them. So, they’ll think your website is really useful and understand what it’s worth. If you have a website that sells things, it’s best to set up small meetings between beginners and experts.

    Celebrate the relationship with small events.

    Show off all of your accomplishments and keep adding new ones to your website. Also, don’t forget to celebrate when users reach each goal by giving them small prizes and gifts.

    How about Metrics for Getting New Customers?

    You know, the most important part of any plan or process is always the result. At the beginning of the process, you should measure the result and decide if it worked or not.

    You should think about getting a tool that makes it easy to measure your process exactly. Look at this picture as an example:


    It’s time to ask and reply! Friends and other newbies have asked us some of the same questions. If you have any questions about how to bring a new customer on board, keep reading to find out.

    Who will be in charge of bringing a new customer on board?

    From the start to the end, the product manager is in charge of making sure that the customer onboarding goes well. Some companies or groups, on the other hand, can give this task to two or more people.

    What is digital onboarding of a customer?

    Digital customer onboarding is the process of using online tools to get new customers familiar with, comfortable with, and ready to use your products and services, even if they are not in your store or offices.

    How do you know if the way you bring a new customer on board is working?

    The best way to ensure a successful customer onboarding experience is to keep your users interested. Give people a reason to come back to your website and buy something. If you don’t, they will get too busy with other digital marketing campaigns and forget all about your business.

    How long does it take to get a new customer set up?

    Most of the time, this process takes between 30 and 90 days. But it could be longer if other things are taken into account. You should make a detailed timeline so you know exactly how long it will take.

    Last Word

    Customer onboarding will help businesses get a lot of users who stick with them. A great plan is also an important part of any marketing method.

    You should know that it can start with a product, a service, or even a brand. dropship-empire hopes that our post will help you learn more and know what to do with it.

    Last but not least, if you think our post is helpful in any way, please share it with your friends and family. Best of luck!

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