Making the Case for Customer Onboarding

The Kapost blog has an article that looks into the need for onboarding and the complexities that come with it. They point out something that we all know but often lose sight of: some customers are worth the effort, some are not. So an early part of the process should be to figure out what sort of client is worth engaging with, for the long haul.

Here are their 5 main points in highly condensed form:

  1. Determine what sort of client will be profitable
  2. Make onboarding mandatory
  3. Give formal certification
  4. Focus on specific skills
  5. Verify that learning is taking place.

The article contains a great deal of substantive backup to these points, plus a series of Next Steps. Take a look.