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Onboarding, adoption & customer success · Core

Onboarding

Also called: customer onboarding

ELI5

How helping a new customer begin using a product or service successfully.

Used in conversation

“Show where onboarding happens in the operating model and who receives the handoff.”

Definition

The process of helping a new customer begin using a product or service successfully.

Here “Onboarding” means: The process of helping a new customer begin using a product or service successfully.

Pitch context

You will see “Onboarding” in go-to-market plans, sales forecasts, account reviews and commercial proposals when the discussion reaches onboarding, adoption & customer success.

Why it matters: It helps a reader interpret onboarding, adoption & customer success without confusing the measure, decision, role or evidence being discussed.

Connected terms

When the words have to travel

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Sources & evidence · 2

Supporting source families. This entry is an editorial synthesis rather than a quotation from one canonical glossary.