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An onboarding process is a series of steps that a company takes to help new customers get the most out of their product. The purpose of onboarding is to help customers learn about the product and services, understand how to use it, and find success with it.
As a business owner, you are always looking for ways to improve efficiency and get more done in less time. Workflow management is one way to achieve this. By streamlining your processes and automating tasks, you can free up time and resources to focus on other areas of your business.
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Customer onboarding is the process of integrating a new customer with a company so that the customer can quickly and effectively become a paying user of the company's products or services. Customer onboarding is a critical part of the customer journey. Customer onboarding software is software that helps businesses manage the process of integrating new customers with the company.