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.
