Onboarding ti awọn onibara | Awọn bọtini 7 si Ilana Onibara ti o munadoko (Itọsọna + Awọn apẹẹrẹ)

Think of it like the first date with a new client - you want to make a great impression, show them who you are, and set the stage for a long and happy relationship.

Eyi ni ohun ti onboarding ti awọn onibara ni gbogbo nipa.

Ṣaaju ki o to yara siwaju lati ṣe iwunilori, ṣayẹwo nkan yii ni akọkọ fun ibẹrẹ akọkọ ni didan ohun ti awọn alabara fẹ, kii ṣe ohun ti o ro pe wọn nilo.

Atọka akoonu

• Kini Onboarding Onibara?
• Kini idi ti gbigbe awọn alabara ṣe pataki?
• Kini Awọn Eroja ti Wiwọ Onibara kan?
  • #1. Ni Akojọ Ayẹwo
  • #2. Ṣe adaṣe Nigbati O ṣee ṣe
  • #3. Ṣeto Awọn akoko
  • #4. Ṣeto Awọn ireti Ko
  • #5. Pese Awọn Itọsọna
  • #6. Gba esi
  • #7. Kọ Ẹgbẹ Rẹ
• Onboarding of Customers' Software Recommendations
• Awọn Apeere Awọn Onibara Titun Ti Nwọle
• isalẹ Line
• Nigbagbogbo bi Ìbéèrè

Italolobo Fun Dara igbeyawo

• Kini Digital Onboarding?
• Onboarding New Oṣiṣẹ

Ṣe o n wa ọna ibanisọrọ lati wọ inu awọn oṣiṣẹ rẹ?

Gba awọn awoṣe ọfẹ ati awọn ibeere lati mu ṣiṣẹ fun awọn ipade atẹle rẹ. Forukọsilẹ fun ọfẹ ati mu ohun ti o fẹ lati AhaSlides!

🚀 Gba Account ọfẹ

Kini Onibara Onboarding?

Onibara lori wiwọ jẹ ilana ti ṣiṣeto alabara tuntun kan ati ṣetan lati ṣiṣẹ pẹlu iṣowo tabi agbari rẹ.

Eyi pẹlu ikojọpọ alaye alabara ati ijẹrisi idanimọ wọn, ṣiṣe alaye awọn eto imulo ati awọn ireti rẹ, ṣeto awọn akọọlẹ pataki ati iraye si, pese awọn ohun elo inu ọkọ, awọn iṣẹ idanwo lati yanju eyikeyi awọn ọran, ati wiwa lati dahun awọn ibeere akọkọ fun atilẹyin.

Kini idi ti gbigbe awọn alabara ṣe pataki?

When the customers buy something, it's not just about getting the item and being done. You also want to make sure that they're happy with the whole experience.

Ati kilode ti iyẹn? Wa ni isalẹ👇

• Ṣeto ohun orin fun ibatan - How you onboard a new customer sets the tone for your entire relationship with them. A smooth, seamless onboarding experience gives customers a positive first impression😊

• Ṣakoso awọn ireti - Onboarding allows you to properly explain your products or services, set expectations, and manage the customer's hopes upfront. This can help prevent disappointment later on and even reduce the chance of losing customers.

• Din churn - Customers who have a good onboarding experience are more satisfied and loyal in the long run. When your customers start off on the right foot, they're more likely to stick around and be satisfied with your service.

• Ṣe ilọsiwaju oṣuwọn iyipada - When customers are really into a company, they tend to buy stuff 90% diẹ sii nigbagbogbo, lo 60% diẹ sii fun rira, ati fun ni igba mẹta ni iye lododun ni akawe si awọn alabara miiran.

• Kojọ lominu ni alaye - Onboarding is the first chance to collect all the important information you need to properly service the customer going forward.

• Pese onibara - Providing helpful guides, FAQs, demos and training during onboarding prepares customers to be active users from day one.

• Kọ igbẹkẹle - A transparent, thorough onboarding process helps build the customer's trust and confidence in your business and solutions.

• Ṣe ilọsiwaju awọn ilana - Customer feedback during and after onboarding can highlight areas for improvement in your systems and processes.

• Fipamọ awọn orisun - Resolving issues during onboarding saves your business time and resources compared to fixing problems after the customer is fully onboarded.

Bii o ṣe ṣe kaabọ ati inu awọn alabara tuntun ti ṣeto ipele fun gbogbo irin-ajo alabara. Iriri didan, ṣiṣafihan lori ọkọ oju omi n san awọn ipin ni itẹlọrun alabara, idaduro, ati aṣeyọri igba pipẹ!

Kini Awọn Eroja ti Wiwọ Onibara kan?

Ogbon inu, iriri ija kekere lori wiwọ jẹ pataki si iyipada awọn iforukọsilẹ si awọn olumulo ti nṣiṣe lọwọ. Ṣayẹwo itọsọna wa okeerẹ ni isalẹ lati gba awọn alabara tuntun soke ati ṣiṣe ni iyara lakoko ti o n ba sọrọ awọn ibẹru eyikeyi.

#1. Ni Akojọ Ayẹwo

Ṣẹda atokọ alaye ti gbogbo awọn igbesẹ ati awọn iṣẹ ṣiṣe ti o kan lori wiwọ alabara kan.

Take the time upfront to thoroughly understand the client's specific needs, pain points, priorities and goals.

Eyi ṣe idaniloju pe ko si ohun ti o padanu ati ilana naa jẹ ibamu fun gbogbo alabara tuntun.

Jẹ ki o ye ẹni ti o ni iduro fun iru awọn iṣẹ-ṣiṣe lori ọkọ lati yago fun iporuru ati awọn idaduro.

Awọn ero ọpọlọ pẹlu AhaSlides

Ṣiṣẹpọ ẹgbẹ jẹ ki ala ṣiṣẹ. Ṣe ọpọlọ pẹlu ẹgbẹ rẹ lati wa awọn iṣe ti o dara julọ fun wiwọ si alabara kan.

#2. Ṣe adaṣe Nigbati O ṣee ṣe

Lo sọfitiwia ati adaṣe lati mu awọn iṣẹ ṣiṣe ṣiṣẹ bi ẹda akọọlẹ, awọn igbasilẹ iwe, ati kikun fọọmu. Eyi fi akoko pamọ ati dinku awọn aṣiṣe eniyan.

Ṣepọ ilana iforukọsilẹ pẹlu awọn ọja ti awọn alabara ti lo tẹlẹ, nitorinaa wọn le di ọmọ ẹgbẹ ni irọrun ni titẹ kan.

Gba awọn onibara laaye lati fi ami si awọn iwe aṣẹ ni oni-nọmba. Eyi ni iyara ati irọrun diẹ sii ju awọn ibuwọlu ti ara lọ.

#3. Ṣeto Awọn akoko

Ṣeto awọn akoko ibi-afẹde fun ipari igbesẹ gbigbe ọkọ kọọkan ati gbogbo ilana, gẹgẹbi igba lati fi imeeli kaabo ranṣẹ, ṣeto ipe foonu kan, gbalejo ipade tapa, ati bẹbẹ lọ si awọn alabara.

Eyi ṣe iranlọwọ lati jẹ ki ilana naa lọ ni iyara to dara.

#4. Ṣeto Awọn ireti Ko

Ṣe ibaraẹnisọrọ ohun ti alabara le nireti ni otitọ lati awọn ọja / awọn iṣẹ rẹ, awọn akoko, atilẹyin, ati iṣẹ.

Ṣakoso awọn ireti wọn ni iwaju lati yago fun awọn aiyede nigbamii.

#5. Pese Awọn Itọsọna

Fun awọn alabara ni ipilẹ imọ-rọrun lati loye, awọn itọsọna inu ọkọ, Awọn FAQs ati bii-si awọn iwe aṣẹ lati dinku awọn ibeere atilẹyin lakoko gbigbe ọkọ.

Ni afikun si awọn ikẹkọ itọsọna ti ara ẹni, wa ati idahun lakoko akoko gbigbe ọkọ oju omi akọkọ lati dahun awọn ibeere ati ni iyara yanju eyikeyi awọn idiwọ ti o dide.

Pese rin-nipasẹ awọn ifihan ilowo lati rii daju pe alabara loye bi o ṣe le lo awọn ọja ati iṣẹ rẹ.

Eyi ṣe iranlọwọ fun awọn alabara ni rilara aṣeyọri ati atilẹyin lati ọjọ kini.

#6. Gba esi

Ṣayẹwo-in pẹlu awọn alabara lẹhin ti wọn ti wọ inu ọkọ lati ṣe iṣiro itẹlọrun wọn pẹlu ilana naa, ṣajọ awọn esi fun ilọsiwaju ati ṣe idanimọ eyikeyi awọn ibeere ti o duro.

Bi o ṣe ṣe idanimọ awọn ọna lati ni ilọsiwaju ati mu ilana gbigbe sori ẹrọ rẹ da lori esi alabara ati iriri, ṣe awọn ayipada wọnyẹn lati mu ilana naa pọ si nigbagbogbo nigbati o ba wọ inu alabara kan.

#7. Kọ Ẹgbẹ rẹ

Rii daju pe awọn oṣiṣẹ rẹ ti o ni ipa ninu gbigbe alabara kan ti ni ikẹkọ daradara lori ilana ati awọn ilana / ilana rẹ.

Yan oṣiṣẹ lati ṣakoso gbogbo ilana gbigbe lori ọkọ fun alabara tuntun kọọkan. Eniyan yii ni iduro fun titẹle atokọ ayẹwo, awọn akoko ipade, ati ṣiṣe bi aaye olubasọrọ kan fun alabara.

Onboarding of Customers' Software Recommendations

Yiyan pẹpẹ ti o yẹ fun wiwọ alabara kan tun ṣe pataki bi sọfitiwia ti o funni ni ọkọọkan lori wiwọ ti ara ẹni fun awọn olumulo le dinku oṣuwọn churn fun awọn iṣowo. Ni idanwo ati gbiyanju ọpọlọpọ sọfitiwia, eyi ni awọn iru ẹrọ ti a ṣeduro lori wiwọ ti a ro pe iwọ yoo fẹ lati gbiyanju 👇

• Walkme - Provides step-by-step guidance using text, images, videos and interactive elements to guide customers through their first experiences, like account setup and onboarding. It learns from customer usage to optimize guidance over time.

• Kini atunse - Also offers in-app guidance for new customers during onboarding. It has features like checklists, customisable workflows, e-signatures, analytics and integration with many apps. Whatfix aims to provide a frictionless onboarding experience.

• MindTickle - Allows you to create learning and enablement journeys for both sales and customer teams. For onboarding, it provides features like documentation libraries, onboarding assessments, checklists, automated reminders and tasks. Analytics and performance tracking are also available.

• Rocketlane - Aims to help teams provide visibility, consistency and a better customer experience through the entire onboarding process.

• moxo - Helps businesses streamline external workflows like onboarding, account servicing and exception handling for customers, vendors and partners. It aims to provide efficiency, and improved customer experience and meets strict security and compliance requirements.

Awọn iru adaṣe wọnyi, AI ati awọn irinṣẹ sọfitiwia le ṣe iranlọwọ fun ọ lati ṣe awọn ẹya, awọn ilana ati awọn eto lati mu iriri inu ọkọ rẹ pọ si fun awọn alabara nipasẹ awọn ẹya bii awọn irin-ajo itọsọna, iran iwe, awọn iwe ayẹwo, awọn iṣẹ ṣiṣe adaṣe, awọn ibuwọlu e-itupalẹ, awọn iṣọpọ ati diẹ sii.

Awọn Apeere Awọn Onibara Titun Ti Nwọle

Lailai ṣe iyalẹnu kini gbigbe ti awọn alabara dabi ni ile-iṣẹ kọọkan? Eyi ni diẹ ninu awọn apẹẹrẹ ti ilana ti wọn yoo lọ:

#1. Awọn ile-iṣẹ SaaS:

• Gba onibara ati alaye iroyin
Ṣe alaye awọn ẹya, awọn ero ati idiyele
Ṣeto akọọlẹ alabara ati fi awọn igbanilaaye sọtọ
• Pese iwe, awọn itọsọna ati awọn irin-ajo
Ṣiṣe ifihan ọja kan
• Ṣe idanwo eto naa ki o yanju eyikeyi awọn ọran
• Ṣiṣe awọn esi ati awọn ilana atunyẹwo

#2. Awọn iṣẹ inawo:

• Daju idanimọ alabara ati ṣe awọn sọwedowo KYC
Ṣe alaye awọn ofin, awọn idiyele, awọn eto imulo ati awọn ẹya akọọlẹ
Ṣeto akọọlẹ naa ki o tunto awọn eto
Pese awọn iwe-ẹri iwọle ati alaye aabo
Ṣe ipe lori ọkọ lati dahun awọn ibeere
Pese awọn iwe-ipamọ e-iwe ati ṣayẹwo lilo nigbagbogbo
• Ṣe abojuto ibojuwo lati ṣawari ẹtan ati awọn aiṣedeede

#3. Awọn ile-iṣẹ Igbaninimoran:

• Kojọpọ awọn ibeere alabara ati awọn ibi-afẹde
• Ṣe alaye iwọn, awọn ifijiṣẹ, awọn akoko ati awọn idiyele
Ṣẹda ọna abawọle onibara fun pinpin iwe aṣẹ
• Ṣe ipade kickoff lati ṣe deede lori awọn ibi-afẹde
Ṣe agbekalẹ eto imuse kan ati ki o gba iforukọsilẹ
Pese awọn ijabọ ilọsiwaju ti nlọ lọwọ ati awọn dasibodu
• Kojọ esi lati mu ilọsiwaju lori ọkọ oju-omi iwaju

#4. Awọn ile-iṣẹ sọfitiwia:

• Gba awọn alaye alabara ati awọn ayanfẹ akọọlẹ
• Ṣe alaye awọn ẹya, awọn ẹbun atilẹyin ati maapu opopona
• Tunto ohun elo naa ki o si fi awọn iwe-aṣẹ sọtọ
• Pese wiwọle si ipilẹ imọ ati ọna abawọle atilẹyin
• Ṣe idanwo eto ati yanju awọn ọran
• Kojọ esi alabara jakejado lori wiwọ
• Ṣiṣe awọn ilana atunyẹwo lati wiwọn aṣeyọri

isalẹ Line

Lakoko ti awọn iṣedede fun wiwọ inu alabara kan yatọ nipasẹ ile-iṣẹ ati ọran lilo, awọn ipilẹ ipilẹ ti ngbaradi awọn alabara, iṣakoso awọn ireti, idamo awọn ọran ni kutukutu ati pese atilẹyin ti nlọ lọwọ ni gbogbogbo lo kọja igbimọ naa.

Nigbagbogbo bi Ìbéèrè