{"id":253270,"date":"2022-08-01T15:33:47","date_gmt":"2022-08-01T19:33:47","guid":{"rendered":"https:\/\/www.servicexrg.com\/?p=253270"},"modified":"2026-01-13T13:06:42","modified_gmt":"2026-01-13T18:06:42","slug":"onboarding-by-the-numbers","status":"publish","type":"post","link":"https:\/\/www.servicexrg.com\/blog\/onboarding-by-the-numbers\/","title":{"rendered":"Onboarding by the Numbers"},"content":{"rendered":"<p class=\"p-lead\">Onboarding is a critical practice and when done correctly is proven to help customers adopt products and achieve value.<\/p>\n<p>See our other onboarding articles including <a href=\"https:\/\/www.servicexrg.com\/blog\/eight-essential-customer-onboarding-practices\/\">Eight Essential Customer Onboarding Practices<\/a><\/p>\n<p>The following charts indicate the practices companies use to onboard new customers.<\/p>\n<h2>Who is Onboarded<\/h2>\n<h4>How do onboarding activities vary by customer type?<\/h4>\n<p>Onboarding isn\u2019t always for everyone, but it should be.<\/p>\n<p>Sure, it makes sense to provide high-touch onboarding to major accounts, but smaller accounts will benefit too.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-253274 \" src=\"https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/who-is-onboarded.png\" alt=\"\" width=\"738\" height=\"431\" srcset=\"https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/who-is-onboarded.png 900w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/who-is-onboarded-300x175.png 300w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/who-is-onboarded-768x448.png 768w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/p>\n<h2>Engage New Customers<\/h2>\n<h4>What methods are used to engage new customers?<\/h4>\n<p>For customers that do receive formal onboarding it is often personal.<\/p>\n<p>If it is not possible to engage personally, engage digitally.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-253275 \" src=\"https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/engage-new-customers.png\" alt=\"\" width=\"664\" height=\"387\" srcset=\"https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/engage-new-customers.png 1980w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/engage-new-customers-300x175.png 300w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/engage-new-customers-1024x597.png 1024w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/engage-new-customers-768x448.png 768w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/engage-new-customers-1536x896.png 1536w\" sizes=\"(max-width: 664px) 100vw, 664px\" \/><\/p>\n<h2>Onboarding Activities<\/h2>\n<h4>Do you provide any of the following onboarding activities?<\/h4>\n<p>Onboarding often includes efforts to make sure customer can access and use a product as well as understanding what customers want to achieve.<\/p>\n<p>When you can understand customer goals you can help them adopt and succeed.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-253272 \" src=\"https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/onboarding-activities.png\" alt=\"\" width=\"952\" height=\"555\" srcset=\"https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/onboarding-activities.png 1980w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/onboarding-activities-300x175.png 300w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/onboarding-activities-1024x597.png 1024w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/onboarding-activities-768x448.png 768w, https:\/\/www.servicexrg.com\/wp-content\/uploads\/2022\/08\/onboarding-activities-1536x896.png 1536w\" sizes=\"(max-width: 952px) 100vw, 952px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Onboarding is a critical practice and when done correctly is proven to help customers adopt products and achieve value. See our other onboarding articles including For customers that do receive &hellip;<\/p>\n","protected":false},"author":4,"featured_media":252805,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":"","_wp_rev_ctl_limit":""},"categories":[51],"tags":[],"class_list":["post-253270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-success","post_outcome-adopt-best-practices","post_outcome-benchmark-performance","post_outcome-success","post_activity-onboarding"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts\/253270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/comments?post=253270"}],"version-history":[{"count":14,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts\/253270\/revisions"}],"predecessor-version":[{"id":254855,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/posts\/253270\/revisions\/254855"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/media\/252805"}],"wp:attachment":[{"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/media?parent=253270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/categories?post=253270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.servicexrg.com\/wp-json\/wp\/v2\/tags?post=253270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}