Make your tailored onboarding page for Digital strategists

Digital onboarding involves the use of online tools and software to get new employees or customers added to a companys database or CRM system.

The digital onboarding process usually requires some type of identification or authentication from the customer to prove they are who they say they are. This may include personal data, like an email address, birthday, or social security number. Or, in some cases, biometric information, like a fingerprint or face scan.

Digital onboarding for employees - where to start? Decreased costs 🤑 Faster onboarding speed ⏩ Better employee retention 🥳 Uncomplicated compliance 🥴 Employee engagement 🤲 Employee experience 🎉 Company culture 💛 Reach remote workers 🛴

Lets dive in so you can provide the best client onboarding process. Add your new client to your agency CRM. Assign team members to the account. Send a client onboarding questionnaire. Create client accounts for marketing tools your agency uses. Send a client welcome packet. Schedule a kick-off meeting.

How to Establish a Virtual Onboarding Program Use Technology Effectively. Technology is the cornerstone of virtual onboarding, and ensuring that adequate technology is available to all employees is essential. Design an Orientation Schedule. Communicate Often. Focus on Engagement. Follow Up with New Hires.

Digital onboarding is the process of acquiring a new customer to a new company, or subscribing a new user to a new service remotely, typically using a users mobile device.

For example, your digital onboarding process could look something like this: A new customer purchases your product, and theyre prompted to create an account online. Once created, they receive an email with steps to verify their identity.

From a technological point of view, the customer onboarding process consists of processing the customers identity document and verifying their face (against their picture on the ID), including presentation attack detection.