{"id":3308,"date":"2024-01-29T17:06:31","date_gmt":"2024-01-29T17:06:31","guid":{"rendered":"https:\/\/www.cxformula.com\/?p=3308"},"modified":"2024-01-29T17:08:48","modified_gmt":"2024-01-29T17:08:48","slug":"avoid-the-set-it-and-forget-it-myth-of-onboarding","status":"publish","type":"post","link":"https:\/\/www.cxformula.com\/avoid-the-set-it-and-forget-it-myth-of-onboarding\/","title":{"rendered":"AVOID: The &#8220;Set it and Forget it&#8221; Myth of Onboarding"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"3308\" class=\"elementor elementor-3308\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-71833f8f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"71833f8f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f45db91\" data-id=\"f45db91\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8365848 elementor-widget elementor-widget-text-editor\" data-id=\"8365848\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>While the idea of &#8220;SET IT AND FORGET IT&#8221; may have been the best phrase ever used on an informercial, it is NOT a strategy for your business &#8211; especially when it comes to your Customer Experience and Onboarding!<\/p><p><i>(Not sure what I&#8217;m talking about &#8211; check out this short video&#8230;)<\/i><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0015029 elementor-widget elementor-widget-video\" data-id=\"0015029\" data-element_type=\"widget\" data-settings=\"{&quot;video_type&quot;:&quot;vimeo&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-video .elementor-widget-container{overflow:hidden;transform:translateZ(0)}.elementor-widget-video .elementor-wrapper{aspect-ratio:var(--video-aspect-ratio)}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{height:100%;width:100%;display:flex;border:none;background-color:#000}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-wrapper{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .elementor-open-inline .elementor-custom-embed-image-overlay{position:absolute;top:0;right:0;bottom:0;left:0;background-size:cover;background-position:50%}.elementor-widget-video .elementor-custom-embed-image-overlay{cursor:pointer;text-align:center}.elementor-widget-video .elementor-custom-embed-image-overlay:hover .elementor-custom-embed-play i{opacity:1}.elementor-widget-video .elementor-custom-embed-image-overlay img{display:block;width:100%;aspect-ratio:var(--video-aspect-ratio);-o-object-fit:cover;object-fit:cover;-o-object-position:center center;object-position:center center}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-custom-embed-image-overlay{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-custom-embed-image-overlay img{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .e-hosted-video .elementor-video{-o-object-fit:cover;object-fit:cover}.e-con-inner>.elementor-widget-video,.e-con>.elementor-widget-video{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<iframe class=\"elementor-video-iframe\" allowfullscreen allow=\"clipboard-write\" title=\"vimeo Video Player\" src=\"https:\/\/player.vimeo.com\/video\/852134192?color&amp;autopause=0&amp;loop=0&amp;muted=0&amp;title=1&amp;portrait=1&amp;byline=1&amp;h=979f0b4250#t=\"><\/iframe>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f6d21b elementor-widget elementor-widget-text-editor\" data-id=\"5f6d21b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight );\">You&#8217;ve built your business from the ground up. You have a great product or service, and you&#8217;re ready to start onboarding your customers. So, what&#8217;s the best way to do it? Many people believe in the &#8220;set it and forget it&#8221; method: that is &#8211; you create an automated onboarding process and let it run in the background while you focus on other aspects of your business. But this isn&#8217;t the best strategy for growing your business. You must be an active participant and evolve it over time. Here&#8217;s why.<\/span><\/p><p>First, let&#8217;s define what we mean by &#8220;onboarding.&#8221; Onboarding is the process of helping your customers get acclimated to your product or service. This can include everything from giving them a tour of your website to sending them helpful email tips to answering their questions on social media. It&#8217;s important to make sure that your onboarding process is tailored to each individual customer so that they have the best possible experience with your business.<\/p><p>The problem with the &#8220;set it and forget it&#8221; method is that it doesn&#8217;t allow you to build relationships with your customers. If you&#8217;re not actively engaging with them, they&#8217;re likely to forget about you as soon as they find something else that meets their needs. If you want to grow your business, you need to create an onboarding process that encourages customers to keep coming back.<\/p><p>Here are a few tips for creating an effective onboarding process:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-462d2a3 elementor-widget elementor-widget-heading\" data-id=\"462d2a3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">1) Keep it personal: <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15e6ac1 elementor-widget elementor-widget-text-editor\" data-id=\"15e6ac1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Customers should feel like they&#8217;re being communicated with as individuals, not as part of a faceless mass. You can do this by addressing them by name whenever possible and tailoring your communications to their specific needs.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d400850 elementor-widget elementor-widget-heading\" data-id=\"d400850\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2) Make it Interactive:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4170576 elementor-widget elementor-widget-text-editor\" data-id=\"4170576\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Find ways to get customers interacting with your product or service from the very beginning. This could include anything from asking them to answer a survey about their needs to giving them a tour of your website or product.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-793d187 elementor-widget elementor-widget-heading\" data-id=\"793d187\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3) Encourage Feedback:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9a3b80 elementor-widget elementor-widget-text-editor\" data-id=\"e9a3b80\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Throughout the onboarding process, give customers opportunities to provide feedback about their experience. This will not only help you improve your process, but it will also make customers feel like they&#8217;re being heard and valued.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c3b773 elementor-widget elementor-widget-heading\" data-id=\"0c3b773\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4) Be Available. <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ef8c9b elementor-widget elementor-widget-text-editor\" data-id=\"3ef8c9b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Make sure that customers know that they can reach out to you (and\/or your team) with questions or concerns at any time during the onboarding process\u2014and after!<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db39add elementor-widget elementor-widget-heading\" data-id=\"db39add\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">5) Take a Hands-on Approach:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-335971a elementor-widget elementor-widget-text-editor\" data-id=\"335971a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Don&#8217;t be afraid to get involved in the onboarding process yourself! There&#8217;s no Substitute for one-on-one interaction when it comes to building relationships with customers.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d6dbbc elementor-widget elementor-widget-heading\" data-id=\"0d6dbbc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">6) Keep it Short and Sweet:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b5f1091 elementor-widget elementor-widget-text-editor\" data-id=\"b5f1091\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>No one wants to spend hours filling out forms or reading through long emails when they&#8217;re just trying to get started with a new product or service. In general, keep communications clear, concise, and interesting so that customers don&#8217;t get overwhelmed or bored. <strong>Remember, ONBOARDING is not housekeeping and logistics \u2013 it\u2019s about helping people find their way and have a smooth transition.<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-551f6fd elementor-widget elementor-widget-heading\" data-id=\"551f6fd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">7) Set Realistic Expectations:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-143e0de elementor-widget elementor-widget-text-editor\" data-id=\"143e0de\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Customers should know what they can expect from your product or service\u2014and what you expect from them! Set realistic expectations from the very beginning so that there are no surprises down the road.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c7df0f elementor-widget elementor-widget-heading\" data-id=\"3c7df0f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">8) Reward and Recognize Success:<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a2f714 elementor-widget elementor-widget-text-editor\" data-id=\"8a2f714\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>People love doing what they are REWARDED and RECOGNIZED for doing&#8230;so make it a part of your process to pay close attention to the progress people are making. No achievement is too small. If you&#8217;re teaching them how to host a live event, reward and\/or recognize them for simply setting the date! Little &#8211; is HUGE!<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a4bf3d elementor-widget elementor-widget-text-editor\" data-id=\"5a4bf3d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Creating a successful customer onboarding program is essential for any business that wants to grow its customer base. However, simply &#8220;setting it and forgetting it&#8221; is not enough. You need to take an active role in developing a relationship with each individual customer if you want them to stick around for the long haul.<\/p><p>By following these tips, you can create an effective customer onboarding program that will help you build lasting relationships with your customers\u2014and grow your business in the process!<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>While the idea of &#8220;SET IT AND FORGET IT&#8221; may have been the best phrase ever used on an informercial, it is NOT a strategy for your business &#8211; especially when it comes to your Customer Experience and Onboarding! (Not sure what I&#8217;m talking about &#8211; check out this short video&#8230;) https:\/\/vimeo.com\/852134192\/979f0b4250 You&#8217;ve built your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2508,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_theme","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[41],"tags":[39],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/posts\/3308"}],"collection":[{"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/comments?post=3308"}],"version-history":[{"count":6,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/posts\/3308\/revisions"}],"predecessor-version":[{"id":3315,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/posts\/3308\/revisions\/3315"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/media\/2508"}],"wp:attachment":[{"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/media?parent=3308"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/categories?post=3308"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cxformula.com\/wp-json\/wp\/v2\/tags?post=3308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}