Automating customer onboarding is an important process in keeping your existing customers happy. So in this video, I will show you how to make an onboarding survey that you can make with no technical skills.
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How To Automate Your Client Onboarding Process:

0:00 Intro
0:40 What is customer onboarding?
2:34 Why is customer onboarding important?
4:46 How to make a customer onboarding survey?
4:49 Step 1: Pick a Template
5:32 Step 2: Customize the Design
6:09 Step 3: Customize the Functionality
8:12 Step 4: Preview & Test
8:40 Step 5: Publish
9:09 Set Up Email Notifications
9:57 Step 6: Share
10:40 DISCOUNT CODE
10:51 Outro
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What is customer onboarding?

Customer onboarding is a process that helps you explain what your business is all about to new customers.

The majority of the onboarding process is done through personalized emails. This can be a welcome email or something more advanced like a sequence of emails that have content specific to each individual's needs. These kinds of emails can also react to your behaviour - when did you last login, do you have any items in your cart or what parts of the website you visited.

Why is customer onboarding important?

Rock-solid customer onboarding will help you do 3 things:

1. Prevent customers from sending the product back or cancelling their subscription

According to a study by Wyzowl, 55% of people have returned a product because they didn't understand how to use it and 8 in 10 said they’ve deleted an app because they didn’t know how to use it.

Customer onboarding exists to prevent this exact issue. Once you know specifically what each customer needs, you can recommend the best product and help them understand why you chose it.

2. Matching specific customers with specific solutions

An onboarding survey is basically a series of questions. These questions help you learn about your customers. The more you learn, the more specific and helpful you can be for each customer.

The sooner you know what the expectations are, the sooner and better you can match those expectations. The way you match the expectations is by sending specific content to specific people based on what they told you.

3. Active customers = more sales

According to a Rosetta study, highly-engaged customers buy 90% more frequently, spend 60% more per transaction, and have 3x the annual value compared to other customers.

But what does “highly-engaged customers” mean? These are customers who interact with your brand - they open your emails, comment on your social media posts, reach out to customer support, leave reviews.

These are customers who care about you. You create these customers by caring about them. A customer onboarding survey helps you send personalized content to each customer. They are more likely to engage with the content you send them if it’s something you know they’re interested in.

How To Make A Customer Onboarding Survey

Step 1: Grab a free onboarding survey template
Go to involve.me and pick a template from their template gallery.

Step 2: Customize the design
You can make this template match my brand completely. You can add your logo, change the background, button roundness, font… you can even upload your own font.

Step 3: Customize the functionality
Once you're happy with the design, you can move on to setting up how everything works.

Make the final pages of your survey first to help you think of “personas” or customer types. Then, once you have all your "personas", you can add your questions.

Step 4: Preview & Test
To make sure your survey is working, fill it in yourself a couple of times. If something’s not connected right, you want to know about it before your customers do.

Step 5: Publish
Once you’ve tested your survey, you’re ready to hit the “publish” button. You’ll get a chance to tweak the URL, set up automated emails, social sharing text and image and add tracking on Facebook and Google.

Step 6: Share
Hitting “publish” one last time will put your survey live. You will get a link, a short link, a QR code and an embed code.

#customeronboarding #survey #involveme

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