DCS Scoops w/ Tori Jeffcoat: Best Practices for Digital Onboarding

  • 8 August 2023
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DCS Scoops w/ Tori Jeffcoat: Best Practices for Digital Onboarding
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Hello everyone,

Hold on to your hats!

I’ve got someone special this time to chat about a key part in Digital CS - you couldn’t have possibly missed the in-depth post about two game-changing ways to execute digital onboarding programs. You know where i’m going with this 😉

 

This round, we have @Tori Jeffcoat back to unpack not one, not two, but 3 stellar practices for Digital Onboarding success⬇️:

 

  1. Guide users to your highest value feature: Map out the flow and journey of your customer to point the users to things that matter most and get them to adopt the most critical elements of your product.
  2. Have a person to fall back on: While your onboarding content is self-serving and self-guided, provide options to users/customers to reach out to the team when they need it.
  3. Provide on-demand training & education: Provide these to customers who need or want more detail, to support your programmatic digital onboarding steps with additional value-add content.

 

If you’re getting that itch of curiosity and would love to know more, @Tori Jeffcoat  and the larger community here is all ears!

 

Fire away ✍🏼!

 


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