Having an effective onboarding process for clients, users or customers is critical to long-term succes and maximum engagement.

I’ve done many on boarding programs, both through automated messaging and marketing, as well as in-person and online training programs.

The method of onboarding differs according to numbers and goals. For example, online sign-ups require immediate communication, supplemented by a series of drip email or text messages. Ideally, this should be integrated into an automated marketing system, like Marketo, Hubspot, Intercom.io and others. This type of campaign reacts instantly to what’s happening (or not happening), setting rules and sending messsages accordingly.

On the other hand, if you’re dealing with smaller groups, in-person or online training can be the best strategy. Each situation is unique.


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