Onboarding Programs
A better way to develop and sustain customer relationships
Click Tactics' innovative multichannel direct marketing solutions offer a better way for companies to develop and sustain long-term, high-value customer relationships. The Click Tactics solution offers clients across various industries the ability to solidify new customer relationships at the outset by executing an orchestrated series of relevant and timely communications.
As an example of the importance of onboarding in banking, approximately 70% of all cross-selling that will occur with a checking account customer does so within the first 90 days of the relationship. Getting onboarding right offers tremendous upside. Getting onboarding wrong causes customer angst, brand damage, and the accelerated unnecessary launch of retention efforts.
What’s an onboarding program?
A typical onboarding program is a sequence of personalized mail and email messages choreographed along a set schedule based on triggers and rules specific to your business that leverage our templates and experience. These triggers and business rules can accommodate hundreds of variables from customer profiles and other data sources. Most importantly the triggers are based on customer behavior and their time frames while accommodating organizational priorities.
Results
Clients now have a more effective mechanism for building stronger relationships immediately. Not only is the new approach more effective, it is more efficient as well. As they say, “You only have one chance to make a good first impression." With our onboarding solution, new customers get timely and relevant messages through multiple channels, and you get a significant boost to your cross-sell efforts.
