5 Best Practices For Onboarding New Customers

You’ve just won a new customer. The onboarding process is your first opportunity to impress that customer with your thoroughness and professionalism.

You can ensure onboarding is a positive experience for customers—and for your team—by following five best practices.

1. Plan And Communicate

Before you begin to take control of your customer’s IT environment, develop a thorough plan to ensure your onboarding process is efficient and transparent. Customers need you to be clear about exactly what you’ll do and when you’ll do it. And your internal team needs you to clearly communicate what the customer is expecting.

In some situations you may also need to convey to your customer’s own IT representatives, through your behavior as much as what you say, that you’re there to help them—you’re an extension of their team.