Customer Onboarding Course
This course provides a comprehensive guide to designing and implementing effective customer onboarding strategies, focusing on 30-day plans, activation playbooks, communication tools, and performance tracking to enhance customer retention and satisfaction.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Customer Onboarding Course teaches you how to create a straightforward 30-day plan that gets customers started quickly and keeps them using the product over time. You will learn the basics of the customer lifecycle, key roles, and performance indicators, then put together organised emails, introductory calls, and guides within the app using checklists, templates, and guides. You will end by learning practical ways to monitor important metrics, gather feedback, and keep improving each part of the onboarding process.
Elevify advantages
Develop skills
- Design 30-day onboarding journeys: map out stages, communication channels, and transitions quickly.
- Build activation playbooks: cover first login, setup, monitoring, and the initial campaign.
- Create effective onboarding emails: including welcome messages, re-engagement, and follow-ups.
- Use in-app guides and checklists to encourage feature use and quick value realisation.
- Track onboarding KPIs and feedback to improve activation and customer retention.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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