Customer Onboarding Process

GUIDING CUSTOMERS

ONBOARDING CUSTOMERS THROUGH THE NEXT STEPS

SERVICES - NEW LEAD CYCLE (NLC)

The Services - New Lead Cycle (NLC) can be used to direct a customer to the next point in their journey.

For every part of their journey, a process should already be in place.

CLIENT

SERVICES - NEW LEAD CHECKLIST

Respond to lead enquiry.

Sent lead quote.

Check lead needs help understanding quote.

If lead is happy with quote send contract.

Send invoice with contract.

Send Customer welcome email.

Let the service begin!

Use the checklist to tick each stage a customer has been through in the NLC.

1

Order placed on website.

2

Payment is made by card.

ONLINE

3

Payment is verified.

ORDERING

4

Order confirmation emailed.

5

Goods delivered to customer.

GUIDE FOR NEW CUSTOMERS

5 Step Purchasing Goods Process