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Customer Onboarding Course

Customer Onboarding Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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