Onboarding, adoption & customer success · Core
Onboarding
Also called: customer onboarding
ELI5
How helping a new customer begin using a product or service successfully.
Used in conversation
“Show where onboarding happens in the operating model and who receives the handoff.”
Definition
The process of helping a new customer begin using a product or service successfully.
Here “Onboarding” means: The process of helping a new customer begin using a product or service successfully.
Pitch context
You will see “Onboarding” in go-to-market plans, sales forecasts, account reviews and commercial proposals when the discussion reaches onboarding, adoption & customer success.
Why it matters: It helps a reader interpret onboarding, adoption & customer success without confusing the measure, decision, role or evidence being discussed.
Connected terms
- OnboardingThe same visible label “Onboarding” names different concepts.
Sources & evidence · 2
Supporting source families. This entry is an editorial synthesis rather than a quotation from one canonical glossary.
- U.S. Small Business Administration — Write your business planSupporting source family · primary · checked 2026-08-16
- IFRS Foundation — IFRS GlossarySupporting source family · primary · checked 2026-08-16