CUSTOMER ONBOARDING ASSESSMENT

Businesses know it’s important to get their customers online, but often struggle to achieve this. In the planning phase, they typically focus on all the amazing activities customers can do once they have an account, ironically overlooking a key moment: the process of getting a customer to create an account and start using it, also known as onboarding. This can lead to haphazard onboarding processes, security issues, and teething problems in the customer experience, causing many people to miss out on your online channels. With our onboarding assessment, you will find out where things are going wrong and how to fix them.