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Optimizing User Onboarding for Baton

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Optimizing User Onboarding for Baton

Enhancing Customer Experience and Retention through Effective Onboarding Strategies from pre-sales to post-sales.

Onboarding Strategy
Developed an in-house onboarding system that communicated Baton’s value from sales to post-sales, increasing customer satisfaction, retention, and loyalty.
Knowledge Bases
Audited and updated the Baton Knowledge Base to provide clear, accessible information, enhancing onboarding and increasing trial-to-paid conversion rates.
Role-Based Tools
Implemented product tours and role-based email sequences to meet the needs of different user types, ensuring they leveraged Baton’s features effectively for higher engagement and satisfaction.

About the Company

Baton Technologies

Baton specializes in managing and automating software implementation processes. They offer an all-in-one tool designed to streamline the critical phase of customer journey, particularly in software implementations. Their approach includes project administration automation, client engagement, and acceleration of a repeatable implementation process.

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