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Sep 2, 2022
A great membership onboarding experience

Customers of the Customer Team for Customer Happiness and Customer Service is frequently asked queries about the most effective way to approach new members. However, it's not common to hear from customers looking for the best ways to welcome new members. It is among the most important steps in inviting new members to your organization and creates an excellent first impression. Four main factors we've discovered that can make the new members feel safe and at ease from the start.

A majority of the poor customer experience I've witnessed from customers are due to insufficient instruction or lack of communication about what the user must perform first after sign-up.

I tell my clients to suppose that the new members don't know what to do with the new membership that they've bought. We address this issue with two distinct ways:

Create a memorable redirection page that could provide specific instructions on next steps, or even direct a new member to look at their emails for a Welcome email which is designed to address any question that someone who is new to the club might need to know. (This seems like an easy task, however, the majority of customers don't take their time completing the task.)

Notifying members when new content is made available, as well as informing them on how they can get access to the information.

Personal experience shows that the majority of situations that people do not automatically renew their membership right after they sign-up is due to poor knowledge and training, as well as lack of expertise.

2. Previews of future programming as well as benefits

Another method that's successful is providing previews of content for members as well as benefits ahead of when they become available. This gives members an incentive to get excited and  to 'wait' for.

It is possible to achieve this by sending email campaigns which focus on customers who have signed up on the past few months (that the client can define).

3. Social engagement

I've recommended to some of my customers to make the rounds for new members via social media. There have been good results since new members are recognized and are given the social proof of beneficial. The result is win-win.

A simple way to accomplish this is by asking users to answer the welcome message using their Instagram handles, or Facebook usernames to be eligible for an acknowledgement. We have some clients that use an application for social proof called FOMO which integrates with Stripe and shows pop-ups on their website pages.

4. New members will be able to receive support in the process of creating equity

When the new member is asked what type(s) of material they'd prefer to browse quickly makes them feel as if they have an interest in members. When members get feedback from fellow members and allow the time needed to respond that helps them build trust immediately. This can also be handled through email. Members can be asked to reply to emails welcoming members to join the club.

Conclusion

In the end, the ways in which members build a personal relationship to their clients is an essential element in retention. It also provides them with an opportunity to grow the future revenue. It increases the chances for a customer to consider the possibility of an increase in price in order to provide more value, down the road.

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