Whether you’re starting a new job or setting up a new program on your computer, onboarding plays a part in most people’s day-to-day lives. The first definition of onboarding given by Merriam-Webster follows the recruitment angle: “The act or process of orienting and training a new employee.”

It’s time to streamline your customer onboarding process. You can wave goodbye to writing unnecessary emails or agendas. Think of this as your onboarding one-stop shop.

Customer onboarding is one of the most critical aspects of any business. It sets the tone for the entire customer experience and can literally be the difference between a customer deciding to stick with your company, or finding an alternative with your competitors.