When it comes to onboarding new customers, there are a lot of moving parts. From gathering information to setting expectations, it can be a lot to manage. That’s where Trello comes in. Trello is a project management tool that can help you streamline your customer onboarding process. In this article, we’ll cover how to use Trello for customer onboarding and provide tips for getting the most out of the platform.
Trello is a web-based project management tool that uses a system of boards, lists, and cards to help teams organize and prioritize tasks. Each board represents a project or initiative, and within each board are lists that break down the project into smaller tasks. Cards are used to represent individual tasks and can be moved from list to list as they are completed.
One of the benefits of Trello is its flexibility. It can be used for a variety of purposes, from managing personal tasks to collaborating with a team. And because it’s web-based, it can be accessed from anywhere with an internet connection.
Now that we’ve covered what Trello is, let’s dive into how it can be used for customer onboarding. There are a few key steps to the customer onboarding process that can be streamlined using Trello:
The first step in any customer onboarding process is gathering information. This can include things like contact information, product preferences, and any other relevant details. Trello can be used to create a board specifically for gathering this information. Each card on the board can represent a different customer, and within each card, you can include fields for relevant information.
For example, you might create a card for a new customer and include fields for their name, email address, phone number, and any notes that might be relevant. This information can then be used to create a more personalized onboarding experience.
Once you have gathered the necessary information, the next step is to set expectations with the customer. This might include things like timelines, deliverables, and any other relevant details. Trello can be used to create a board specifically for setting expectations. Each card on the board can represent a different aspect of the onboarding process, and within each card, you can include details about what is expected.
For example, you might create a card for the timeline of the onboarding process and include details about when certain tasks will be completed. This can help set expectations with the customer and ensure that everyone is on the same page.
Once expectations have been set, it’s time to start assigning tasks. Trello can be used to create a board specifically for assigning tasks. Each card on the board can represent a different task, and within each card, you can include details about what needs to be done and who is responsible for completing it.
For example, you might create a card for setting up a customer’s account and assign it to a specific team member. This can help ensure that tasks are completed in a timely manner and that nothing falls through the cracks.
As tasks are completed, it’s important to track progress to ensure that everything is on track. Trello can be used to create a board specifically for tracking progress. Each card on the board can represent a different stage of the onboarding process, and within each card, you can include details about what has been completed and what still needs to be done.
For example, you might create a card for the “account setup” stage and include details about what has been completed (e.g. account created, login credentials sent) and what still needs to be done (e.g. account verified). This can help ensure that nothing is missed and that the onboarding process stays on track.
Finally, it’s important to follow up with the customer to ensure that everything is going smoothly. Trello can be used to create a board specifically for following up. Each card on the board can represent a different customer, and within each card, you can include details about when follow-up is needed and what needs to be discussed.
For example, you might create a card for a customer who has been using your product for a week and include details about what questions they might have and what feedback they have provided. This can help ensure that the customer is happy with the product and that any issues are addressed in a timely manner.
Now that we’ve covered how to use Trello for customer onboarding, let’s go over some tips for getting the most out of the platform:
Trello can be a powerful tool for streamlining your customer onboarding process. By using Trello to gather information, set expectations, assign tasks, track progress, and follow up, you can ensure that your customers have a positive onboarding experience. And by following the tips we’ve provided, you can get the most out of the platform and make your onboarding process even more efficient.
