Customer Onboarding
Simplify the Onboarding process, win new clients
At Genisys, we understand the process and revise the onboarding scenario to create a superior experience and in effect reduce customer churn. The reasons customer churn happens is because they do not understand what you have to offer and/or they don’t believe they are getting value from it.
How does it work?
Through our DART Framework we create a customer onboarding strategy with the intent to increase Customer Lifetime value (CLV). The framework has four stages and they are
- Discover – Study the process and create a heat map
- Assess – Analyze the process and map the process
- Re-design – Process to be redesigned and feasibility to automate analyzed.
- Transform – Create a target operating model and deploy to achieve a superior customer experience
At the end of the cycle a well defined Internal Onboarding checklist, a welcome pack, customized first call approach and creating a customer touch point schedule and set very clear expectations and show value for what they bought your product or became your partner.
Our Customer onboarding is enabled by:
Welcome Pack
Internal onboarding checklist
Customized first call approach
Value appreciation templates
Integrated CRM
Predictive Dialer
Automatic Call Distributor
Hand off templates.