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What is Onboarding?

The process of client onboarding refers to the activities and steps that a company takes to welcome and orient a new customer or client. The goal of this process is to help the customer or client feel comfortable doing business with the company and ensure that they have a positive experience. Onboarding can include anything from providing educational materials and resources, to assigning a dedicated account manager or support team. The onboarding process will vary depending on the company and the type of service or product being offered.

Sales Development
What are the different types of Onboarding?

There are four main types of customer onboarding: self-service, assisted service, interactive, and comprehensive.

1. Self-Service Onboarding: Customers use online resources to complete the majority of their onboarding journey themselves.

2. Assisted Service Onboarding: Customers receive help from company representatives when needed but still primarily rely on online resources.

3. Interactive Onboarding: The company provides a more personalized and interactive experience for customers, often using technology such as chatbots or virtual assistants.

4. Comprehensive Onboarding: This is the most hands-on approach where customers are assigned a dedicated onboarding specialist who works with them one-on-one throughout the entire process.

SalesHive's Mission Is To Make Scaling B2B Lead Generation Easy & Affordable

Founded in 2016, SalesHive has grown from a team of two to now employing hundreds of US-Based sales development reps, while simultaneously building one of the most innovative approaches to modern sales development, all without raising any funding. By combining our highly experienced team and groundbreaking proprietary technology, we’ve booked tens of thousands of meetings for over 200 B2B clients across every major industry.

We built SalesHive on the premise that modern sales development was flawed, and the companies building outsourced programs were only contributing to that. Our unique approach empowers clients to build industry leading Sales Development programs that deliver real results with the assurance of total transparency, flexible month-to-month contracts, and flat-rate pricing.

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