In-Person Meetings Remain a Critical Onboarding Best Practice

Onboarding is an important process for both employees and customers. For employees, onboarding provides a comprehensive introduction to the company and its culture, policies, and procedures. 

For customers, onboarding can help them get familiar with your product or service, and it can also increase their likelihood of becoming paying customers. In today’s digital age, it’s more important than ever to ensure that your onboarding process is efficient. 

What Is Digital Onboarding?

Digital onboarding is introducing new employees or customers to your company or product using digital tools and software. The goal of digital onboarding is to make the process more efficient and effective and to save time and resources.

As important as it is to focus on the digital aspect of onboarding, face-to-face introductions should also be taken more seriously.

In fact, in Cezanne’s HR report, 42% of respondents felt that an in-person meeting helped their engagement as well as helped a company workplace culture to be conveyed more meaningfully compared to a virtual meet and greet.

Let’s look at the best practices to ensure you create the best onboarding process:

Plan Your Onboarding Strategy

One of the best ways to ensure your onboarding process is successful is to plan your strategy in advance. This includes identifying your goals, objectives, and target audience.

It’s also important to create a timeline for your onboarding process and to set realistic expectations for both employees and customers.

Your onboarding strategy should include both online and offline elements. Online elements might include things like email campaigns, social media ads, or blog posts. 

Offline elements might include things like in-person events or direct mailings. The most important thing is that your strategy is comprehensive and considers the different ways that your customers interact with your business. 

Make Onboarding Personalised

One of the best ways to engage employees and customers is to make onboarding personalised. This means tailoring the content and resources to the individual’s needs, interests, and level of experience.

For example, if you’re onboarding a new customer, provide them with a personalised tour of your product or service. This can help them understand how your product works and what it can do for them.

If you’re onboarding a new employee, create a personalised onboarding plan that includes a mix of online and offline resources. This can help the employee transition into their new role and feel more comfortable with your company’s culture and values.

Be Consistent With Your Branding

Your onboarding process should be consistent with your branding. This means using the same colours, fonts, and logos that you use in your marketing materials. It’s also important to use the same voice and tone throughout your onboarding process.

Making relevant content is critical to a successful digital onboarding experience. This means having a clear and consistent navigation system and providing links to related content.

For instance, if you’re onboarding a new customer, include a link to your product page on your website. If you’re onboarding a new employee, include links to your company’s policies and procedures.

This can be done by providing contact information for customer service or tech support, as well as links to your social media channels. You can also include a link to your company’s website or blog.

This will help create a seamless experience for employees and customers and will make it easier for them to remember your brand.

Provide Excellent Customer Service

Customer service is a critical part of the onboarding process. In fact, it’s one of the most important factors in determining whether a customer will become a paying customer.

It’s important to provide excellent customer service throughout the entire onboarding process. This includes providing timely and accurate answers to questions, responding to feedback, and offering support when needed.

Use Technology To Your Advantage

Technology can be a powerful tool for streamlining the onboarding process. There are several software platforms that can help you automate and manage your onboarding process.

With the use of customer relationship management (CRM) software, you can manage your customer data and track their progress through the onboarding process. You can also use project management software to create and manage your onboarding timeline.

Technology can also personalise the onboarding experience. For example, you can use chatbots or artificial intelligence (AI) to provide personalised recommendations or content to employees and customers.


Digital onboarding is a great way to engage employees and customers and to make sure they have a positive experience with your company or product. 

By following these best practices, you can ensure that your onboarding process is successful. decision engines help make this process more efficient. It’s vital in this age to take advantage of technology to automate and manage your process.

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