To make your customer acquisition as successful as possible, implementing a good customer onboarding process is the right step. Customer onboarding includes all activities and measures taken to turn prospects into customers and to give them a comprehensive overview of your products and services in the shortest possible time. It is important to listen to (potential) customers and to develop a solution for all concerns.
With our Customer Onboarding Template, potential customers have the possibility to register on your website via an online form and to forward their request to you in an uncomplicated way. Your support or sales team automatically receives the enquiry in the corresponding SeaTable table and can continue to support the customer either by telephone or via email marketing.
- You can have the online form filled out individually by the customer according to your wishes. Simply add text fields for name and address, drop-down selection lists for a product selection or checkboxes for subscribing to a newsletter.
- The 3 prefabricated views are tailored to your team:
- If a customer would like telephone advice on your product, the "TeleSupport" view will show your employee the customer as well as their request in order to contact them.
- In the "Newsletter Mailing List" view, all customers who would like to receive further news from your company are automatically listed. Your staff can now maintain the information on potential new customers without much effort.
- The last view shows you an overview of all registrations made in your form.
Keep an eye on your employees with targeted statistics and never lose a prospect again. To use this template, click on "Export" in the top right-hand corner of the template. You can then import this template directly into SeaTable.