Role-specific skill development and workflow training.
Completing the first key action in the software. 💻 3. Client & Vendor Onboarding
Customer onboarding is the process of helping new users get started with a product or service. A customer is "onboarded" when they realize the initial value of their purchase. Automated emails or guided tours of the product.
Tutorials, knowledge base articles, and video guides.
Tailor the experience to the specific role or user tier.