Onboarding Series - Part 5

Feedback Loop

In our final blog in the onboarding series, we recommend you actively seek feedback on your onboarding process, as it is crucial for continuous improvement.

More importantly, we encourage you to use that feedback to make meaningful changes.

We recommend five steps to a productive feedback loop:

• Feedback Collection Mechanisms: Use common and simple mechanisms to collect feedback on the onboarding process, such as surveys, feedback forms, or user interviews. Make it easy for customers to provide feedback.

• Regular Feedback Analysis: Regularly analyse the feedback collected to identify areas for improvement. Look for patterns and trends in the feedback.

• Actionable Insights: Use the insights gained from the feedback to make actionable changes to the onboarding process. Prioritise the most important issues and address them promptly.

• A/B Testing: Test different versions of your onboarding process and measure their effectiveness to see what works best.

• Communication of Changes: Let your customers know that you are listening to their feedback and making improvements. (This is such a powerful way to build your “Know / Like / Trust” factor).

By carefully considering these factors, you can create an onboarding process that is clear, engaging, and effective, ultimately leading to increased customer satisfaction and long-term success.

We hope you have enjoyed this series, we would love to hear what you found helpful. You can email us at [email protected]

Our next blog is on "Alignment," with the customer, before you onboard.