B2B SaaS Customer Onboarding Handbook

Best practice and the most critical aspects of Customer Onboarding in one little handbook.

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This guide is designed for B2B software companies that recognize the importance of Customer Success

Onboarding is the first stage of the post-sale customer lifecycle. Your customer’s onboarding journey can predict the kind of relationship they will have with your business going forward. A poor Customer Onboarding experience can dramatically decrease their likelihood to renew within the first year. By contrast, when you implement a successful, scalable onboarding process, it leads to happy customers, increased satisfaction, higher retention and upsell — all of which are critical to a recurring revenue business.

In this guide, we will touch on some fallacies, define best practices and call out what we have found to be the most critical aspects of the Customer Onboarding process.

Your customer’s onboarding journey can predict the kind of relationship they will have with your business going forward. A poor Customer Onboarding experience can dramatically decrease their likelihood to renew within the first year.
- Andrew Mahood, Founder Taskfeed

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