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Customer Onboarding Checklist

Customer Onboarding can solve this issue: Customers often don’t understand your product, and don’t see the value in your product.

Most onboarding experiences are fragile and must be converted into a bulletproof onboarding experience. How?

Use this customer onboarding checklist.

Step 1: Set up Marketing Automation in the first place. Create an automated welcome email that triggers when a new customer signs up.

Step 2: Create a site message greeting the customer for the first successful login.

Step 3: Show the new customer a step-by-step product onboarding guide (with call-to-actions).

Step 4: Send a follow-up email reminding your new customer to login to the product, if he/she hasn’t done so after one day of registration.

Step 5: Build the content for all the empty states in your product.

Step 6: A celebration should happen when the customer makes it to a milestone in your product. This celebration should be sent/emailed to the customer as notification.

Step 7: The customer should have entered your automation after signing up. In the automation, regular emails will be sent to this customer until he/she changes his/her subscription settings.

Step 8: Develop a knowledge base with answers to common frequently asked questions (FAQs).

15 Marketing Automation Strategies
To Increase Sales On Your Website

  1. How to Get People to Your Website?
  2. How to Get People to “Buy” from Your Website for the First Time?
  3. How to Get Customers to Buy for a Second (or More) Time(s)?
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