Category Archives: Customer Onboarding

How to build customer profiles using a CDP

Customer data experts break down the key ingredients that go into a CDP. Chris Wood on October 6, 2022 Implementing a customer data platform (CDP) can be complicated for an organization of any size. It’s important to keep the key ingredients of the process top-of-mind at each point in the process. At the center of … Continue reading How to build customer profiles using a CDP →

How to Create Your Customer Onboarding Email Series

Customer Onboarding

Ashley Hill February 23, 2021 A recent client project I did, and one I recommend to all my clients, is setting up an automated workflow for new customers. Much like ones for new subscribers, by giving your customers the information they need to work with your product or service best, you’re helping to ensure they … Continue reading How to Create Your Customer Onboarding Email Series →

The “New” Onboarding

Customer Onboarding

Dave Brock September 13, 2020 I was speaking with a niece who’s a school teacher. She is entering the school year with a challenge she hasn’t faced. Her school district will, through at least several months, be teaching virtually. We talked about her biggest concerns: “Last year, when we shut down classrooms in March, I … Continue reading The “New” Onboarding →

The Ultimate Onboarding Checklist

Customer Onboarding

Matt Harrison August 5, 2020 Adding new people to your team can be very exciting, but it can also be stressful if you haven’t ironed out a clear onboarding process. Not only will having a solid onboarding plan make things easier for you, but it’ll also help your new hires as well. If you’ve ever … Continue reading The Ultimate Onboarding Checklist →