Onboarding

Onboarding is the process of introducing a new customer to your product or service. In addition, this can also refer to educating new employees about your offering, especially in marketing, sales, and customer success teams.

The onboarding process serves to highlight important features of your product or service, as well as important benefits that can be of use to new customers. Onboarding is usually carried out through hands-on demos and a variety of written and video materials, such as how-to guides and tutorials.