Gather ALL information upfront to successfully onboard customers.
Collecting data about a customer’s network is a critical part of the onboarding process. It’s also one of the hardest parts to effectively and efficiently to complete!
Like I teach in the Boy Scouts, doing work upfront helps ensure we can “be prepared” for issues WHEN they occur. The more intelligence you have on your customers’ network, the better opportunity you have to provide a high-quality service experience.
Here are two quick tips to help you collect your customer’s information.
#1 – Use a tool to collect data
Different Service Providers have different ways to collect a customers’ network information. Collabrance developed a Configuration Form to identify and collect data for an onboarding that contains over 300 questions designed to help:
- Configure and implement new services
- Understand the network’s configuration
- Identify how its resources and applications are being utilized
Yes, that’s a lot of questions that takes time to gather! Each question is needed for a reason. Use a tool to help organize and easily collect your customers’ network data.
