Customer Onboarding or client onboarding is a crucial step of the customer journey encompassing the entire customer lifecycle, including user onboarding. It is dedicated to guiding customers through every stage of the customer onboarding journey using marketing efforts, customer engagement strategies, customer onboarding software, onboarding content, and more. Essentially, the main goal of this customer onboarding process is to help user find value in the product and bring value to the product to make sure customer churn is avoided, and customer retention is achieved regularly.

The customer onboarding process is probably the most important stage of the customer lifecycle. While it comes right at the start of their journey, it sets the tone for their whole relationship with your product and company.

Customer onboarding is the process that new user go through to get set up and start using your product. It covers the whole journey: from initial sign-up to product activation and first use. Customer onboarding aims to deliver value to your customer as early as possible — in their first use.

Customer onboarding is so important because it sets the tone for the ongoing relationship your customer has with your product.

A good onboarding process will keep your customers engaged. Helping them clearly understand and experience the value they’ll get from your product will mean they start using it successfully, but more importantly, it’ll give them a reason to log back in and use your product again and again.