Credit unions’ traditional 2 x 2 x 2 onboarding is 2 long
Today’s onboarding process works; it just needs to work faster.
“Thanks for your order, Jayne. We’ll send you an update when it’s ready for shipping.”
“Great news! Your order has shipped and will arrive early! Track progress with this link!”
“Your order was delivered! How was it? Rate us here!”
These are all texts from actual orders and real customer experiences. We come across this kind of instant engagement in many retail incidents every day. A pickup order is ready. A boarding pass is now available. An Uber is arriving. You left something in your Amazon Cart. The notifications are designed to engage and produce action. They further relationships, establish connections and create sales. It’s onboarding at the speed of today’s retail consumer.
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