How to Create a Frictionless Customer Onboarding

Given the current economic uncertainty, 55% of small-business owners say one of the biggest challenges their business is facing right now is finding and retaining customers. Ensuring consistent income is key to recession-proofing your business. However, what most owners don’t realize is that manual, outdated customer-onboarding processes could not only be hindering growth, but also frustrating customers and costing business.

Today’s consumers are less and less likely to deal with the inconveniences of traditional paperwork and traveling to brick-and-mortar stores to make a purchase or sign up for a service. Instead, they’re looking for simple, digital ways to manage transactions, services, financing and subscriptions.

In this session, you’ll learn:

  • How you can partner with DocuSign and integrate with your existing tools to build business resiliency during an economic downturn
  • How to create a digital customer-onboarding experience that allows you to quickly acquire, delight and retain customers
Tuesday, March 21, 2023
9:30 AM - 10:00 AM (PDT)
Stacy Johansen - Downeast Insurance
Emily Kraft - DocuSign
Adriana Trzina - DocuSign