Build a Digital Customer Onboarding Process with Low-Code

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A graphic depiction of a customer onboarding process

By now you probably understand the need for, and benefits of, a customer onboarding process. It’s hard to get too specific about what customer onboarding looks like, as it varies from industry to industry. But no matter what industry you are in, a digital customer onboarding process is possible and beneficial.

Low code development tools have made it easier than ever to make your customer onboarding process flow more smoothly. Low code allows you to automate tasks, and streamline your customer journey.

Determine your onboarding needs

The first step in building your own customer onboarding software is to determine what your particular business needs. Again, this will vary from industry to industry–the onboarding process for a bank is different from that of a marketing agency.

The good news is that you probably already have an onboarding process in place. So instead of reinventing the wheel, decide which parts of that process can be completed digitally. You may be surprised to learn that most can.

Automate Workflows End to End

The next step is to dig into your low code development platform. Get your citizen development team working to create applications that automate your onboarding processes.

Low code solutions feature drag-and-drop app development tools that let your team build applications quickly. The shorter development process of a low code customer onboarding process means that you can have your system in place fast.

A few key elements to target for digital customer onboarding are:

Sign up

Your new customers can sign up for your product or services through a low code app. You can customize the app to ask for all of the pertinent information, including pain points and more.

Using low code, your team can automate the workflow to move the sign-up information to the right next steps.

Welcome email

You can automate the welcome email process using low code. Your business users can quickly be sent pertinent information and access to key tools like your knowledge base, video, online manuals, or e-learning.

The low code customer onboarding software you developed can move users through this step of the customer journey while your team prepares for the next step.

A graphic depiction of a customer onboarding process

Product walkthrough

Using video, manuals, or other tools, your new customer can be walked through the product adoption phase of onboarding, with the low-code software flagging human interaction wherever it’s appropriate.

Follow up

Your new low-code business application can trigger follow-up automatically if a customer needs help, or after product or service adoption.


If developed carefully, your digital customer onboarding process can even be made sensitive to pain points that may be solved by upsells. If, for example, your new customer indicates the need for a higher tier of service, the software can flag that for follow-up from your team.

Customer retention

And finally, low code customer onboarding software can be crafted to predict retention problems. If a customer doesn’t complete the product walkthrough, for example, a member of your retention team can be flagged to make contact.

The biggest benefit of a low code customer onboarding process is that it can be easily customized to fit your needs. And more, it can be customized without the need for a full expert software development team, using just a drag and drop interface. would love to help your digital transformation. Talk to us today and check out our free developer resources.

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