Sales Dictionary
Onboarding
Definition
The process of integrating a new customer or employee into an organization.
Deep Dive
Onboarding refers to the structured process of integrating a new customer, client, or employee into an organization. For customers, it's about helping them quickly understand and utilize a product or service to its full potential, ensuring they achieve their desired outcomes and experience immediate value. This process aims to reduce churn, improve user adoption, and establish a positive long-term relationship. It typically includes welcome communications, tutorials, setup guides, and personalized support.
Examples & Use Cases
- 1A new user for a project management SaaS tool receives a welcome email series, interactive in-app tutorials, and a dedicated account manager for their first month to ensure successful adoption.
- 2A new hire at a tech company goes through an orientation week that includes setting up IT equipment, meeting key team members, and receiving training on company culture and software.
Related Terms
User AdoptionEmployee RetentionCustomer Success