Attracting, converting, and retaining customers are goals of every onboarding strategy. It may sound simple, but with so much competition for people’s attention, it takes a well-executed strategy to succeed in gaining people’s interest and loyalty. A customer’s first experience with your website can make a lasting impression, and so it’s important that you ensure that two of you get off on the right foot and develop a strong rapport immediately. When it comes to onboarding, the biggest mistake is likely the lack of a solid plan, but in addition to that, here are some of the most common onboarding mistakes and how you can steer clear of them.
Not Setting Goals
If you don’t have something to aim for, you won’t succeed in hitting your target. Before your initial interaction with a customer, make sure that you have clearly delineated goals for onboarding. Identify and prioritize your objectives, and make sure that you can measure your progress. It’s OK if your goals end up changing as you implement your strategy. In fact, adjusting to new information and situations is a sign of a flexible plan.