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What is the number 1 reason why customers don't complete their assigned tasks during onboarding?

  • August 18, 2023
  • 4 replies
  • 590 views

Davi1700
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Please respond to the poll :) Thanks!

Best answer by bnpguidecx

All of those answers are relevant. Too busy first and then a customer might not know how to perform the task and / or even why it is important. So all of those answers are critical and needs to be solved so the customer can be as prompt, and productive as possible to move their onboarding along.

What is the number 1 reason why customers don't complete their assigned tasks during onboarding?

4 replies

ellibot
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  • Employee
  • August 18, 2023

Awesome question @Davi1700!

 

For me, I always try to understand other people’s incentives and priorities. Too often, the wrong person is assigned the task, so they aren’t incentivized to complete it (or it’s not high enough up on their priority list). 
 

Better understanding the customer and their team can help ensure the onboarding process goes as smoothly as possible.

 


emaynez
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  • Community Manager
  • August 18, 2023

Love this poll @Davi1700
Great insights @ellibot

It’s all about getting the right person the right instructions at the right time!


bnpguidecx
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  • Inspiring
  • Answer
  • August 18, 2023

All of those answers are relevant. Too busy first and then a customer might not know how to perform the task and / or even why it is important. So all of those answers are critical and needs to be solved so the customer can be as prompt, and productive as possible to move their onboarding along.


emaynez
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  • Community Manager
  • August 18, 2023

I’m with @bnpguidecx 👆👆👆 All of the above!