Question: Assignment #1 'Onboarding Process Map Providing a good onboarding experience is vital to customer retention. Onboarding processes have grown in complexity due to a greater

Assignment #1 'Onboarding Process Map Providing a
Assignment #1 'Onboarding Process Map Providing a good onboarding experience is vital to customer retention. Onboarding processes have grown in complexity due to a greater number of customer touchpoints. This is especially true in highly regulated industries like banking. Maps of customer onboarding processes will look different depending on the organization and industry. With this in mind, please draft a simple onboarding process map as follows: 1/ It starts with an email from a prospective customer. 2/ An autoresponder replies with basic information. 3/ A representative then follows up to discuss the request in more detail. 4/ If the customer is a good fit, the representative schedules an appointment. 5/ Terms are vegotiated. 1 6/ If the customer agrees, he/she signs a contract and leaves a deposit. 7/ Required documents are collected. 8/ Work begins Please be sure to use the correct symbols for each step of the process

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