Customer onboarding may not be the most glamorous part of running a business, but it’s undoubtedly one of the most critical. From that very first interaction—whether it’s a sign-up, a purchase, or a product demo—your new customers are forming opinions about your brand. If those initial steps are fraught with confusion, endless back-and-forth emails, or too many manual tasks, you might be losing them before they ever see the real value of your product.
In this blog post, we’ll dive into the common pitfalls of the onboarding process and explain why it’s so crucial to get it right the first time.
