Lead generation strategy: Onboarding process

You can utilize Calendr to ensure your clients get the training and support they need, while freeing your team from reactive back and forth email and phone drama. 

Onboarding clients is the first step in their journey with your product or service. To put it super simple: it's the process you use to introduce new clients to your business. The goal is to build a long-lasting, mutually beneficial relationship.

There's a few different strategies you can implement to make the onboarding process super smooth and to increase retention rates, opportunities for upselling and reduce churn.

Hand-over from sales

• Add your Calendr link to your welcome email including any and all follow ups so a new client can schedule their initial onboarding call immediately
• If you automate your welcome emails and have multiple Customer Success Reps, then simply create a Round Robin event type / calendar and add your team in. This way, any time an onboarding meeting is scheduled, the booking will automatically go into one of your teams calendars depending on their priority and availability

Onboarding and training

• If you have multiple stages to your onboarding and training process, create a separate event type / calendar for each one e.g. 'Welcome meeting', 'Account setup', 'Monthly check-up'
• Utilize the Calendr multiple attendee / guest feature to run training sessions and host webinars for multiple clients at the same time

Continued support

• Utilize Calendr's website embedding feature to include your event type / calendar within your Support or Help section, making it super easy for clients to get the assistance they need leading to massively increased retention rates and client satisfaction
• Include your personalized Calendr link within your email signature to make you easily accessible to your clients, showing them that their business is important and you care

Got any other growth hacks? Get in touch with the team to share the knowledge...