Episode 87: 6 Ways To Improve The Onboarding Process For Your Software Or Service

Sometimes we focus so much on customer acquisition, we miss the low hanging fruit of ensuring the customers we win have an amazing experience and transition to ambassadors for our product or service.  Even worse,  if you offer a trial of your software and hope to convert them to paying customers,  messing up on your onboarding can create a big leak in your sales funnel.

In this episode, I go over 6 ways to improve your onboarding process and this applies to both software and services delivery.  Hopefully, after listening, you’ll have a few ideas to take away to improve what you are currently doing.

Topics Discussed (Time Stamped)

01:32 How to improve the onboarding process
01:48 Onboarding process applies mostly to businesses
03:41 6 different steps that relate to business
04:13 Onboarding process in restaurants
04:37 Making a first impression
05:21 Delighting, surprising, and wowing the customer
08:19 Talking and listening to the customer
11:32 Not overwhelming the customers with too much info
12:38 Understanding the customer’s persona
12:53 Segmentation
14:12 Giving a checklist
16:26 Adding some incentives
18:27 Being clear on what should be done
20:33 Examples of what success looks like

Quotes Worth Sharing

The experts tend to overlook the simple things Click To Tweet

Resources Mentioned

  • Dsahlane – https://www.dashlane.com/
  • 5000fish – http://www.5000fish.com/
  • Yurbi – https://www.yurbi.com
  • OakTree Solutions – https://www.oaktreesolutions.com/
  • SurveyMonkey – https://www.surveymonkey.com
  • SurveySparrow – https://surveysparrow.com/
  • InputKit – https://inputkit.io/en/
  • Feedier – https://feedier.com/
  • Dropbox – https://www.dropbox.com/
  • Giftbit – https://www.giftbit.com
  • Amazon Gift Card – https://amazon.com/redeem


Thanks for listening and checking out the show notes,  any feedback, comments, or questions, send me an email at [email protected]

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