So you have a new customer and both of you are excited to get started!
They’re curious and you’re eager.
And if you have the right onboarding plan in place, you can guarantee that this mix of curiosity and eagerness will remain in the long run.
Onboarding your customers can change the outcome of your relationship with them.
With the right onboarding processes, you can make them feel like they are exactly where they need to be.
Formulating the right onboarding process can be difficult, but don’t worry, we got you covered.
In today’s guide, we take a look at a previously secret AI prompt for customer onboarding.
Read more: Use AI to Create a Qualitative Sales Survey Like a Pro
Why Bother with Customer Onboarding Anyway?
But why do you have to onboard your customers, anyway?
After all, they already have your product, what else would they (and you) need?
Well, the truth is, that onboarding keeps your customers around.
Let’s flip the script.
Put yourself in your customer’s shoes. You just bought this new shiny product (or service) and you’re excited to use it.
Except, you just kinda know how to.
Let’s face it.
You might know where to get started, but maximizing the product’s use is still a little beyond you.
Sounds uncomfortable right?
Here is our list of whys.
1. It Reduces Customer Drop-Offs
If you leave your customers on their own, they might just end up confused, unsure, and could end up walking away. By ensuring your customers are onboarded properly from the start, you have a lower tendency to lose customers in the process of having them fully signed up with you and your product.
2. Cuts Down Support Requests
Customer service is always a necessary part of a business, but it can also take up a lot of resources. While it’s important to provide excellent customer service, it’s also always better to try to reduce the need for support requests.
By having a great onboarding process, you can answer questions that customers may not realize they even have. This could lessen the support requests you will be receiving, thus reducing the need for resources.
3. Builds Lasting Relationships
As we’ve mentioned above, onboarding can make or break your relationships with your customers. One bad onboarding process can cut it short, but an excellent experience from the start can build long-lasting relationships with loyal customers.
Now that you know why a good onboarding process is important, you need to know what exactly will make your onboarding process a great experience for your customers.
The Secret Recipe for an Epic Onboarding
Creating a great onboarding experience doesn’t have to be complicated. You just need the right ingredients:
1. A Friendly Welcome
The first thing you’ll need to do is make your customers feel welcome and appreciated. A first impression is a lasting one so be sure that you make it fun and memorable for your new customers.
2. Clear Product Introduction
Introduce them to your product by clearly highlighting all the features and teaching them how to use it. Make sure that they understand what your product can do and how they can fully utilize it to maximize its potential.
3. Quick Wins
Help them achieve small success earlier on by showing them how they can use the product for their specific situations. By demonstrating why the product is perfect for them, they’ll appreciate it even more.
4. Support at Their Fingertips
While we did mention that the purpose of a good onboarding process is to reduce the need for support, that doesn’t mean it should be non-existent. Be sure to let your customers know that you will be with them every step of the way.
5. Follow-Up
The onboarding shouldn’t end after day one.
You should consistently check in with your customers to make sure that they are satisfied with their products and that they don’t have any other questions that they want to ask. Doing so will show your customers that you truly care about them and that they are not just another sale.
Now that you know what makes an excellent onboarding process, let’s get down to business and see how a simple AI prompt for customer onboarding can guide us to creating an awesome onboarding process for our customers.
The AI Prompt for Customer Onboarding
Here is the prompt you can use for your customer onboarding experience. It’s short and simple, but it packs quite a punch:
I am a [your role, e.g., “Customer Success Manager”] in the [industry, e.g., “SaaS”] field, aiming to design an effective onboarding experience for new customers of [product/service]. The onboarding should be welcoming, structured, and focused on quickly showcasing our product’s value.
- Objective: Guide me in creating a customizable, step-by-step onboarding plan with key stages, activities, and touchpoints that address our product’s unique features and customer needs.
Key Areas to Cover:
- Welcome and Overview: Draft a personalized welcome message that introduces the product and sets expectations for [onboarding timeline, e.g., “three stages over one week”].
- Product Orientation: Create an outline to introduce main features ([feature 1], [feature 2], etc.) and help customers personalize their setup.
- Engagement and Training: Develop a simple training structure with [number] sessions that highlight essential use cases, plus quick-win milestones ([milestone 1], [milestone 2]) for early success.
- Support and Resources: Specify support channels ([channel type]) and key resources ([resource 1], [resource 2]) for customer self-service.
- Feedback and Follow-Up: Suggest regular feedback points (e.g., initial [timeframe] check-in) and ongoing engagement touchpoints.
The Output
Now let’s see this prompt in action!
I am an Accounts Manager in the finance field, aiming to design an effective onboarding experience for new customers of FinancePro, a comprehensive financial planning and budgeting software. The onboarding should be welcoming, structured, and focused on quickly showcasing our product’s value.
- Objective: Guide me in creating a customizable, step-by-step onboarding plan with key stages, activities, and touchpoints that address our product’s unique features and customer needs.
Key Areas to Cover:
- Welcome and Overview: Draft a personalized welcome message that introduces FinancePro and sets expectations for a structured onboarding over three stages across two weeks.
- Product Orientation: Create an outline to introduce main features (budgeting tools, financial forecasting, customizable reports) and help customers personalize their setup.
- Engagement and Training: Develop a simple training structure with three sessions that highlight essential use cases, plus quick-win milestones (first financial report generated, first budget forecast created) for early success.
- Support and Resources: Specify support channels (live chat, email support) and key resources (user guide, video tutorials) for customer self-service.
- Feedback and Follow-Up: Suggest regular feedback points (e.g., initial two-week check-in) and ongoing engagement touchpoints.
As you can see, this short prompt produces very detailed output.
The one this LLM provided (ChatGPT) is more than enough to work with, but if you aren’t satisfied, this prompt is extremely customizable!
What to Do After Onboarding?
Now that you’ve onboarded your customer, what’s next?
Don’t just stop with the occasional follow-up.
You need to keep your customers engaged in various ways long after you have onboarded them.
Here are some steps that you can take:
Gather Feedback
After their onboarding experience, ask for their feedback. By knowing what they liked best and what needs improvement, you can use this moving forward so that your next customers have an improved user experience.
Share Extra Resources
Most customers, especially those who are highly interested and satisfied with your product, will want to keep learning more.
Share some of your resources that they can use after onboarding so that they can maximize their use of your product.
Encourage Community Participation
If your customers have groups or communities, encourage your new ones to participate. This will allow them to feel welcomed and they may even get advice and tips from their fellow customers to know what to do.
Highlight Success Stories
Finish it off with success stories from other customers. With this, they can see the potential of your product and how it can bring them towards the road of success based on their own needs.
These simple follow-ups help show customers that you’re dedicated to helping them achieve and resolve what they need to.
Key Takeaways
With a personalized and easy experience, your customers will definitely feel supported (and excited) to use your product and be a part of your community.
But remember, onboarding is only the start and you shouldn’t forget to consistently follow up and check in on them.
We hope this AI prompt for customer onboarding will prove useful to you and your remarketing efforts.
Now go ahead and show your customers that they’ve made the right choice by choosing you!
Read more: Master Follow-Up Emails: Re-Engage Prospects Using an AI Prompt!
