We’ll meet with your team and a selection of existing clients to learn what you do really well today and what would take your experience to the next level.
We’ll also do some market research and create a summary of the best in class examples we’ve seen.

Here we’ll help you understand, define, and develop the gold standard for customer onboarding experience within your organisation, using a principles approach. We’ll apply these principles to everything we do from this point out – ensuring a consistent experience that’s uniquely aligned to your business.  

Capturing the high level steps that your client will go through when they sign up - adding appropriate self-service & high value touchpoints. If you’ve already got one we’ll do a review to incorporate best practice & if you don’t we’ll help you create one. If you work on a B2B basis we’ll layer in a ‘to-do list’ for your clients to ensure readiness and successful implementation.

While the outcome will look different for your unique business we’ll consider things like training plans, communications & guides to arm your clients with the information they need to reduce pressure on your teams. If you have enterprise clients materials may also include processes & op model considerations which will aid their own implementation project.