The 3 Flavours of Onboarding: Finding the Perfect Balance of Digital and Human Experience in the Most Critical Part of the Customer Journey

Bex Sekar
  -  
April 1, 2025
  -  
2 mins

Speaker: Bob Mathers - Speaker and CS Coach at BMCX Consulting  Inc.

If you don’t get onboarding right, nothing else matters. It’s scary to introduce digital motions when the stakes are this high. But finding the balance between digital and human doesn’t have anything to do with you – it’s about your customer’s maturity and ability to change. That’s why creating 3 flavours of onboarding that reflect what the customer can realistically do on their own, and what you have to do, is the first place to start with scaling this critical function.

In this session, you’ll learn:

- How to segment your customers based on their ability to change.
- How to “profile” your customers in the sales process to determine what type of customer you’re dealing with.
- How to design your 3 flavours of onboarding.
- How to find the balance between digital and human motions across each flavour.
- Why Elvis is still the king, and Keith Richards really is the best guitar player ever.

Click to register for this session.

Speaker: Bob Mathers - Speaker and CS Coach at BMCX Consulting  Inc.

If you don’t get onboarding right, nothing else matters. It’s scary to introduce digital motions when the stakes are this high. But finding the balance between digital and human doesn’t have anything to do with you – it’s about your customer’s maturity and ability to change. That’s why creating 3 flavours of onboarding that reflect what the customer can realistically do on their own, and what you have to do, is the first place to start with scaling this critical function.

In this session, you’ll learn:

- How to segment your customers based on their ability to change.
- How to “profile” your customers in the sales process to determine what type of customer you’re dealing with.
- How to design your 3 flavours of onboarding.
- How to find the balance between digital and human motions across each flavour.
- Why Elvis is still the king, and Keith Richards really is the best guitar player ever.

Click to register for this session.

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