Collect customer information and verify contact details

Introduce customers to onboarding materials and resources.

Schedule a welcome meeting or call.

Create and send a personalized welcome package.

Assign a dedicated account manager.

Establish a communication schedule

Regularly update customers with product/service news.

Send personalized birthday and anniversary messages.

Provide timely responses to customer inquiries.

Conduct regular customer satisfaction surveys

Analyze customer feedback for trends and insights.

Implement feedback for service improvement.

Schedule follow-up meetings to discuss feedback responses

Establish a streamlined process for issue-tracking

Ensure quick and efficient issue resolution.

Update customer on issue resolution progress.

Document common issues for future reference

Generate regular reports on customer satisfaction

Analyze data to find areas for improvement.

Share analysis with relevant teams and stakeholders

Plan strategic actions based on analysis.