Client onboarding software Customer Onboarding Solution

Customer Onboarding Solution: How to Choose the Best (Free Guide)

The first moments a customer interacts with your product or service are crucial in shaping their entire journey. It’s during this initial onboarding phase that you have the opportunity to captivate, educate, and guide them toward becoming loyal, engaged users. That’s where a customer onboarding solution comes in.

In this blog post, we’ll explore the world of customer onboarding solutions and how they can revolutionize your business. 

Whether you’re a SaaS startup, an e-commerce platform, or a service-based company, a well-executed onboarding process can be the difference between customer retention and churn.

We’ll go through the benefits of implementing a customer onboarding solution, the strategies to ensure a seamless and personalized onboarding experience, and the key features to look for in a top-notch solution. 

So let’s embark on this journey to unlock the power of customer onboarding solutions and simplify your path to success. 


What is a customer onboarding solution?

A customer onboarding solution is a tool designed to facilitate the smooth and efficient transition of new customers into your business. 

It encompasses the entire process of familiarizing and engaging customers with your products, services, and company culture. It starts at the initial sign-up or purchase and goes all the way to users becoming fully active.

The primary goal of a customer onboarding solution is to create a positive and personalized experience for customers during their early interactions with your business. It aims to establish a strong foundation for a long-term relationship by providing the necessary guidance, support, and resources to ensure customers quickly derive value from your product or service.

Benefits of customer onboarding solutions

A customer onboarding solution offers numerous benefits to businesses across various industries. Here are some key advantages of implementing an effective customer onboarding solution:

Enhanced customer experience

A well-designed onboarding process ensures that customers have a smooth and positive experience from the very beginning. 

By providing clear guidance, relevant resources, and personalized support, businesses can make a strong impression on their customers, setting the stage for a long-lasting relationship. 

A positive onboarding experience increases customer satisfaction and loyalty, leading to higher retention rates.

Increased customer adoption and engagement

By educating customers about the features and benefits of your offerings, providing training materials, and offering interactive demos, businesses can empower customers to fully utilize the capabilities of the product. 

This leads to higher engagement levels, as customers become more confident and proficient in using the solution.

Reduced time to value

Efficient onboarding processes enable customers to derive value from your products or services quickly. By guiding customers through the initial setup, configuration, and usage steps, businesses can help them achieve their desired outcomes faster. 

This not only increases customer satisfaction but also reduces the time it takes for customers to realize the benefits of their investment, leading to higher customer lifetime value.

Minimized customer churn 

A comprehensive onboarding solution helps mitigate customer churn. It’s done by:

  • Addressing customer concerns 
  • Providing timely support
  • Continuously engaging customers throughout their journey 

An effective onboarding process ensures that customers feel supported, valued, and motivated to continue using your products or services.

Best customer onboarding tools

Process Street

Process Street is a business process management and workflow automation software that helps organizations streamline any part of their operations by creating and managing repeatable processes. 

Pros of Process Street:

Standardized onboarding processes: Process Street enables you to create standardized onboarding checklists and workflows. This ensures consistency in the onboarding experience for every customer, reducing errors and ensuring that important steps are not overlooked.

Clear instructions and task management: With it, you can provide detailed instructions, guidelines, and resources within each onboarding task. 

This helps guide customers through the onboarding process, making it easier for them to understand the steps and complete them correctly. Task management features like assignments and form fields allow you to track the progress of each customer and identify bottlenecks or delays.

Automation and notifications: Process Street allows you to automate repetitive tasks in the onboarding process. You can set up automated notifications and reminders to ensure customers stay on track and complete their onboarding tasks in a timely manner. 

Automation also helps streamline internal processes by triggering actions such as creating user accounts or sending welcome emails.

Collaboration and communication: Process Street facilitates collaboration between different teams involved in the customer onboarding process. 

Team members can leave comments, attach files, and communicate within specific tasks, ensuring everyone stays informed and can address any issues or questions promptly. This improves coordination and enhances the overall onboarding experience.

Process improvement and scalability: It provides valuable insights into the customer onboarding process through analytics and reporting features. By analyzing data on completion rates, time taken for each task, and customer feedback, you can identify areas for improvement and optimize the onboarding process over time. 

This scalability ensures that as your customer base grows, you can refine and enhance the onboarding experience accordingly.

Cons of Process Street:

Pricing structure: Process Street’s pricing model is based on a per-user basis, which can become costly for organizations with large teams or scaling needs. 

While it offers a free plan with limited features, the more advanced features and integrations are available in higher-priced tiers, making it less accessible for smaller businesses or those on a tight budget.

Lack of offline functionality: Process Street primarily operates as a web-based application, which means it requires an internet connection to access and use the software.


WalkMe is a customer onboarding tool that provides interactive on-screen guidance to users. Here are its pros and cons:

Pros of WalkMe:

Interactive on-screen guidance: WalkMe allows businesses to create interactive walkthroughs, tooltips, and in-app messages to guide users step-by-step through the onboarding process. This interactive approach helps users understand the product or service quickly and reduces the learning curve.

Contextual guidance: It provides contextual guidance, meaning it can deliver personalized instructions based on the user’s current situation or actions. 

Personalized approaches enhance the user experience and ensure that users receive relevant information at the right time, increasing their engagement and success during onboarding.

Real-time analytics and insights: WalkMe offers robust analytics and reporting features that provide businesses with valuable data on user behavior and engagement

These insights allow businesses to identify bottlenecks, measure the effectiveness of the onboarding process, and make data-driven optimizations to enhance user adoption and satisfaction.

No-code interface: WalkMe’s platform is designed to be user-friendly, requiring no coding or technical expertise. This allows businesses to create and modify onboarding experiences easily without the need for extensive development resources or support.

Cons of WalkMe:

Limited customization options: While WalkMe provides a range of interactive elements for onboarding, the level of customization may be limited compared to other tools. Businesses seeking highly tailored and unique onboarding experiences may find some constraints within the WalkMe platform.

Potential performance impact: It operates by injecting its code into the application or website, which may have a slight impact on the performance or loading speed. This impact is generally minimal but should be considered, especially for applications that require high responsiveness.


Userpilot is a user onboarding and product adoption platform that enables businesses to create personalized onboarding experiences. Here are the pros and cons of Userpilot:

Pros of Userpilot:

Personalized onboarding experiences: With a visual, no-code interface, businesses can design:\ onboarding flows, tooltips, and surveys, tailored to specific user segments or individual characteristics. This level of personalization enhances user engagement and increases the likelihood of successful onboarding.

Behavioral targeting: Userpilot offers behavioral targeting capabilities, allowing businesses to deliver onboarding experiences based on user actions or behaviors. 

By understanding how users interact with the product or service, businesses can trigger the right onboarding messages at the right time, leading to higher user adoption rates.

Analytics and insights: Userpilot provides robust analytics and reporting features, giving businesses valuable data on user engagement, onboarding completion rates, and drop-off points. 

These insights enable businesses to measure the effectiveness of their onboarding campaigns, identify areas for improvement, and optimize the onboarding process to maximize conversion rates.

Cons of Userpilot:

The learning curve for complex setups: While Userpilot is generally user-friendly, setting up complex onboarding experiences may require a learning curve. Businesses with intricate product features or advanced user journeys may need to invest time and effort to configure and fine-tune the onboarding process effectively.

Limited customization options: While Userpilot provides a range of onboarding elements and templates, the level of customization may be somewhat limited compared to other tools. Businesses seeking highly unique or unconventional onboarding experiences may find certain constraints within the Userpilot platform.

Dependency on third-party integrations: Userpilot may require integration with other tools or platforms to fully leverage its capabilities. Businesses should assess the availability and compatibility of integrations with their existing tech stack to ensure a seamless onboarding experience.

What to remember about customer onboarding solutions

Customer onboarding solutions can make a massive difference in overall customer retention, so it’s important to get right.

Identify the types of features you want in a customer onboarding solution and use that as your base when making a decision. 

If you need help, you can book a free demo with Process Street and we can show you how to set up some pretty incredible customer onboarding workflows!

Take control of your workflows today