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Customer Onboarding

Simplify the Onboarding process, win new clients

At Genisys, we understand the process and revise the onboarding scenario to create a superior experience and in effect reduce customer churn. The reasons customer churn happens is because they do not understand what you have to offer and/or they don’t believe they are getting value from it.

How does it work?

Through our DART Framework we create a customer onboarding strategy with the intent to increase Customer Lifetime value (CLV). The framework has four stages and they are

  • Discover – Study the process and create a heat map
  • Assess – Analyze the process and map the process
  • Re-design – Process to be redesigned and feasibility to automate analyzed.
  • Transform – Create a target operating model and deploy to achieve a superior customer experience

At the end of the cycle a well defined Internal Onboarding checklist, a welcome pack, customized first call approach and creating a customer touch point schedule and set very clear expectations and show value for what they bought your product or became your partner.

Our Customer onboarding is enabled by:
Welcome Pack
Internal onboarding checklist
Customized first call approach
Value appreciation templates
Integrated CRM
Predictive Dialer
Automatic Call Distributor
Hand off templates.

Let’s Get Started

Let’s figure out how we can best help your business. Tell us a little about yourself and the right team will get in touch with you, shortly.

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