oboloo Glossary

Customer Onboarding Workflow

oboloo Glossary

Customer Onboarding Workflow

Customer Onboarding Workflow is a term used in business to refer to the process of welcoming and introducing a new customer or client to a company. It involves a series of steps or activities that ensure the customer is familiar with the company’s products, services and procedures. This process helps to create a long-term relationship between the customer and the company. The customer onboarding workflow typically begins with an initial contact, such as a phone call or email, to welcome the customer and explain the company’s services and policies. Next, the customer is provided with a comprehensive overview of the company, including its history, mission, and values. Additionally, the customer is given a detailed explanation of the company’s products and services, and how they can benefit from them. Furthermore, the customer is provided with detailed instructions on how to access the company’s online platform and how to use the various features and benefits.