How to use AI to onboard clients

How to use AI to craft a meaningful onboarding experience for new customers.

First impressions matter. How you welcome a new customer dictates how long they stay with you. AI can help you stay in touch with your new customers, from writing emails to scheduling sends.

In this tutorial, you’ll learn how to:

  • Start your customer relationship on the right foot
  • Write a customer onboarding email series
  • Automate an email series with Stripe, Zapier, and Gmail

3 key elements to onboarding clients

Any successful customer onboarding experience has three key elements. We’ll incorporate this into our email series.

  1. Timeliness - don’t let the customer wait. If they’ve contacted you, or even paid, ensure that you’re reaching out as soon as possible.
  2. Personal - no matter how big your business is, make the outreach feel personal.
  3. Surprise and delight - do something unexpected that adds more value to the customer.
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