In between the sale of a product or service and the start of account management lies the “hand-off” part of the customer journey. We call this period of time “customer onboarding,” a process in which ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. The customer onboarding experience is how you take a new ...

The onboarding experience is a pivotal moment in your customers’ journey. While your business has successfully converted a prospect at this stage, you’re still very much at risk of losing their ...