{"id":162567,"date":"2026-06-10T16:55:56","date_gmt":"2026-06-10T16:55:56","guid":{"rendered":"https:\/\/digitionary.com\/dictionnaire\/client-onboarding\/"},"modified":"2026-06-10T18:14:44","modified_gmt":"2026-06-10T18:14:44","slug":"client-onboarding","status":"publish","type":"dictionnaire-dico","link":"https:\/\/digitionary.com\/en\/dictionnaire\/client-onboarding\/","title":{"rendered":"Client onboarding"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Customer Onboarding and Support: Customer onboarding involves guiding a new user through the discovery of a newly acquired product or service. Its primary goal is to start the relationship positively, assist the customer in using the product or service, and potentially reduce customer support inquiries. This practice is common in the information technology sector and with sometimes complex technological products. It is crucial for subscription-based services, especially when a free trial period or simplified cancellation is offered. The objective is to help the customer quickly and effectively utilize the service to increase the likelihood of customer loyalty. In the B2B sector, in-depth onboarding scenarios are implemented, often based on a personalized approach. Depending on the stakes and the complexity of the solutions offered, interactions may involve phone calls or even face-to-face meetings. This step can be extended with a post-onboarding follow-up process. For example, Plezi, a marketing automation solutions provider, implemented a six-week onboarding program that included an introductory session to understand the client and their objectives, as well as three meetings focused on the business and the tool. Even in sectors where purchases are one-off, onboarding can foster loyalty by generating satisfaction and positive feedback. For example, a trampoline manufacturer might offer an assembly video and usage tips after the product is shipped. This concept led to offboarding, which concerns the end of the customer relationship. Prisma Presse describes its onboarding process for its press subscribers. Concrete examples of customer onboarding scenarios are presented in the software, insurance, and retail sectors.<\/p>\n","protected":false},"template":"","categories-glossary":[312],"class_list":["post-162567","dictionnaire-dico","type-dictionnaire-dico","status-publish","hentry","categories-glossary-crm-customer-relationship"],"_links":{"self":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/dictionnaire-dico\/162567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/dictionnaire-dico"}],"about":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/types\/dictionnaire-dico"}],"wp:attachment":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/media?parent=162567"}],"wp:term":[{"taxonomy":"categories-glossary","embeddable":true,"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/categories-glossary?post=162567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}