After the first payment or booking, send the next steps, contact person, timeline, required information, and support method. Explain what the customer should provide and what the business will do. Avoid making the customer repeat details already given during the enquiry.
Use a short checklist and mark each step complete. Confirm the preferred communication channel and any deadlines. If the customer is not ready to proceed, keep the information organised for a later follow-up rather than starting work without confirmation.
KobStore can present the core offer and contact information before onboarding begins, helping customers arrive with better questions. A Kenyan business can then use onboarding to deliver a more organised service.
