Published On: January 18, 2015By
What Customer Onboarding mistakes should you avoid, to ensure a successful customer experience? Check this advice from guest author Jason Silberman

By guest author Jason Silberman

Onboarding new customers to your software can seem like a daunting task, especially in the era of ever-growing customer expectations. But exactly what customer onboarding mistakes should you avoid?

If onboarding is slow, unattended customers will wander off to the competition. This means it’s essential to optimize customer risk management. Obstacles such as these are compounded by the fact that customers expect to get a product that is tailored to their needs, works properly every time, and is backed by adequate support.

Although software companies usually have strategies in place for dealing with onboarding challenges, many of these strategies aren’t feasible or have consistently failed. Below are six customer onboarding mistakes you should avoid if you want to build loyal, long-term relationships with new customers:

Avoid These Customer Onboarding Mistakes:

1. Making Promises Your Product Can’t Keep

Your product took a lot of time, effort, and thought to develop, and it’s easy to fall into the temptation of using adjectives like “groundbreaking”, “revolutionary,” and “life-changing.” But these glowing terms might not be entirely accurate. Beware of falling into the trap of overpromising. Why? Because, if your customers don’t experience the same value you claim, they probably won’t stay on board for long. Consider asking a neutral third party to read your copy, try your product, and describe the experience he or she imagines. If the descriptions don’t match, you’ve got a marketing disconnect you’ll want to resolve quickly.

2. Making Users Work for Rewards

Customers don’t have unlimited time or attention spans. It’s your job to get them signed up for your product and help them experience relevant benefits as soon as possible. Don’t make people jump through hoops or invest an unreasonable amount of time and effort before they see meaningful benefits. Onboarding isn’t about training users on every feature of your interface right away. Instead, focus on getting people over initial hurdles and leading them to a first small win that demonstrates your product’s value. The faster you do this, the better.

3.  Responding Slowly to Support Requests

When new customers think your response times are too slow, they’re more likely to look for another product to serve their needs. Responsive customer support is important at any point in the sales cycle, but it is particularly important during the onboarding process. Be prompt and proactive when responding to customer support tickets to ensure you convert your early adopters into engaged users who are prepared to become loyal brand advocates.

4. Designing Software That Is Difficult to Learn and Operate

In general, software user experience is very important. But it’s especially critical when you’re talking about onboarding users. When people are going through the initial process of getting started with a digital application, tool, or system, it’s imperative to remove barriers to their progress. They need to get up to speed quickly and effectively, so they can begin to see the value in their investment. Product adoption is really about ensuring users recognize that your software actually solves the problems they’re facing. But for that to happen, user onboarding must be fast and easy. A user experience that minimizes friction is the key.

5. Ignoring Analytics

Analytics is a must-have. Begin collecting data about everyone who visits your site and logs into your platform. Then track everything they do as soon as the onboarding process begins. This information lets you identify obstacles and helps you refine the onboarding process to better address customer needs. Using analytics can also help you better understand what new customers are looking to accomplish and how you can respond to those interests and objectives. If your product causes frustrations, fails to meet customer needs, or seems cumbersome to use, new customers are likely to conclude that the product is flawed or simply not a wise choice.

6. Making Assumptions about Your Customers

Don’t mistake your own passion for your product with a strong understanding of your customers’ needs. Even companies with the best buyer research and profiling can make the mistake of getting so excited about features and functionality that they forget to ask whether customers actually want or need these capabilities. Make regular customer interaction and feedback part of your onboarding process. Connecting with users and gathering valuable insights will help you not only develop stronger relationships but also build a better product in the long run.

A Final Note On Avoiding Customer Onboarding Mistakes

Getting onboarding right can be difficult. But although no two onboarding strategies will be exactly the same, all successful onboarding strategies are driven by a deep desire to discover and deliver what customers need. It also requires honesty about the product you’re delivering and a commitment to ongoing customer support. If you commit to avoiding these customer onboarding mistakes and focus on continuous improvement you’ll be prepared to succeed in today’s competitive software marketplace.


Want more LMS insights? Replay our on-demand webinar:

How to Succeed at Extended Enterprise Education: Strategies for Learning Engagement

Convincing employees to engage in training is hard enough. So what happens when you want to educate customers, channel partners and others across your extended enterprise? Relevant content is a start, but it is not enough.

What else does it take to succeed?

Join John Leh, CEO and Lead Analyst at Talented Learning, and Kevin Hanegan, VP of Knowledge and Learning at Qlik, as they explore learning strategies that win extended enterprise hearts and minds. They discuss:

  • Innovative marketing techniques to attract external audiences
  • Methods for improving content quality and contextual relevance
  • How to motivate learners with contests and rewards
  • Creative ways to leverage video for stronger engagement
  • What custom mobile apps can do to drive continuous learning
  • How to measure, analyze and improve your impact, over time

REPLAY THE WEBINAR NOW!



Need Proven LMS Selection Guidance?

Looking for a learning platform that truly fits your organization’s needs?  We’re here to help!  Submit the form below to schedule a free preliminary consultation at your convenience.



About Guest Author Jason Silberman

Jason Silberman, WalkMe

Jason Silberman is the Lead Author & Editor of Training Station Blog. Jason established the Training Station blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to training, learning and development.

You can connect with Jason through LinkedIn, Facebook or follow the blog at @tstationblog

Share This Post

About the Author: Jason Silberman

Jason Silberman is Senior Product Marketing Manager at BlazeMeter (now CA Technologies). Previously, he was Lead Author and Editor of the TrainingStation blog. Jason established the blog to create a source for news and discussion about key issues, challenges, news and ideas relating to training, learning and development. You can connect with Jason through LinkedIn.

Related Posts

  • How does customer training fuel customer success? Lead Analyst John Leh talks with two customer success experts

Customer Success: Where Does Training Fit In?

April 9, 2021|

Customer success is rapidly becoming a standard practice for businesses everywhere - especially for companies that want to gain a competitive advantage in volatile markets like software and technology.

  • How can training providers gain learning systems agility? Learn how to choose a future-ready LMS by reading about how JLG Industries has achieved this goal

Learning Systems Agility, Up Close and Up In the Air

March 11, 2021|

Learning systems agility isn't just about technology; it's about flexibility and speed across the board – including your business model, content strategy and operational workflows, as well as your learning ecosystem.

  • LMS planning and digital transformation - How can you future-proof your learning ecosystem? Independent learning tech analyst John Leh explains

LMS Planning: Is Your Learning Ecosystem Future-Proof?

March 4, 2021|

Decision-makers are under intense pressure to modernize their systems, so they can create, promote, deliver, measure and expand digital offerings as rapidly as possible. As a result, learning technology ecosystems are facing extraordinary scrutiny.

  • LMS sales pros - are you in a rut? Learn how to detect a problem and what you can do to escape and improve your win rate

LMS Sales Pros: Are You In a Rut? Try These Tips

February 16, 2021|

If the buyer hasn't shared enough of the right information to help you craft a compelling, coherent, complete - and differentiating - proposal, it's your responsibility to ask for more input, but be prepared to explain why this is critical and why they should care.

  • learning measurement - expert tips for measuring the business impact of training

Learning Measurement: Top Tips From Industry Experts

February 11, 2021|

Of course, there are countless ways to skin the learning measurement cat; below are bits of wisdom worth taking with you, no matter what tools or techniques you use when tracking, evaluating and improving results.

  • continuing education LMS

Which Continuing Education LMS Would You Choose?

February 4, 2021|

To add insult to injury, although the CE Buyer is a large organization, the level of support provided by the LMS vendor was minimal-to-non-existent, and vendor executives were nowhere to be found.

  • What's the most costly and common LMS selection mistake? Extended enterprise learning systems analyst John Leh explains

What Costly LMS Selection Mistake Should You Avoid?

January 19, 2021|

First, recognize that hundreds of systems are designed to support training, but many are unlikely to meet your organization's specific needs and budget, which means that your job is to zero-in quickly on the handful of systems that actually deserve your consideration.

STAY IN THE KNOW: GET OUR WEEKLY EMAIL UPDATE!

Office Hours for LMS Buyers - Free Webinar Series for 2026 with Learning tech analyst, John Leh
Free LMS Consult with John Leh
Customer LMS Buyers Guide
2025 Talented Learning Award Winners - Best LMSs

BLOG CATEGORIES

LMS Recommendation Service
Talented Learning Learning Systems Directory

CASE STUDY DIRECTORY

Talented Learning Case Study Directory
Submit LMS RFP Consult