Illustrated Guide to Business and Marketing Terms



Onboarding is the procedure in which someone new is educated on an existing product, service, or process. The two main types of onboarding are:

  1. Employee Onboarding: This is when a new employee joins a company and must learn how to use the company’s internal systems, the product they are working with, and the general flow of communication. It is not uncommon for a company to spend the first month onboarding a new employee. The stronger the onboarding process, the faster the employee can become a contributing member of the team.

  2. Customer Onboarding: This is the process of introducing a customer to the services provided by your product, allowing them to get the most out of their purchase. Generally, the customer being onboarded is already somewhat familiar with the product (since they’ve already purchased it, or entered into a free trial), but does not know the full extent to which the product can be used. When onboarding a customer, it’s important to show them a wide range of uses your product has. This will keep them engaged and allow them to spend more time with your product, improving your chances to retain the customer.
Create an Onboarding Plan


Create an Onboarding Plan

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