Meaning ● Customer Onboarding, for SMBs focused on growth and automation, represents the structured process of integrating new customers into a business’s ecosystem. ● It extends beyond initial sales interactions, focusing on familiarizing customers with product features, support systems, and value propositions, streamlining adoption for increased retention and revenue. ● Successful onboarding in the SMB context often relies on automation to deliver personalized experiences at scale, ensuring new customers rapidly understand the product’s benefits. ● A key consideration is the seamless implementation of onboarding processes within existing workflows, maximizing efficiency without disrupting business operations.
