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  • Morphological Analysis - Onboarding

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    Ekaterina Barcellos
    42 views1 page
    The document discusses different types of customers and strategies for onboarding them. It outlines various features like touchpoints, ways to inform and engage customers, and steps for due diligence and initiating service. Key means of interaction include direct mail, web advertising, emails, brochures, reviews, websites, videos, and social media. The overall goal is to segment customers and develop tailored, multi-step onboarding processes.

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    Morphological-analysis---onboarding

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    The document discusses different types of customers and strategies for onboarding them. It outlines various features like touchpoints, ways to inform and engage customers, and steps for due diligence and initiating service. Key means of interaction include direct mail, web advertising, emails, brochures, reviews, websites, videos, and social media. The overall goal is to segment customers and develop tailored, multi-step onboarding processes.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    42 views1 page

    Morphological Analysis - Onboarding

    Uploaded by

    Ekaterina Barcellos
    The document discusses different types of customers and strategies for onboarding them. It outlines various features like touchpoints, ways to inform and engage customers, and steps for due diligence and initiating service. Key means of interaction include direct mail, web advertising, emails, brochures, reviews, websites, videos, and social media. The overall goal is to segment customers and develop tailored, multi-step onboarding processes.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Morphological Analysis – Onboarding

    FEATURES MEANS

    Type of
    Pioneer Traditionalist Impulsive Discount Need-based Tourist Novice Sleeper Thrifty Scientist Sceptic Rude Aggressor Transactional
    customer

    One size Multiple Bespoke


    Strategy Segmented
    fits all touchpoints individualised

    Word of Distributer Organic Social Print Radio Sponsorship


    Touchpoint Direct mail Web advert Direct email Retail Trade show TV advert Billboard
    mouth lead search media advert advert ad

    Specification Customer Expert


    Inform Brochure Reviews Website Video Podcast Infographics
    sheet testimonial reviews

    High
    Purchase Case Peer pressure
    Pitch Offer Accreditation ROI calculator Awards Testimonials Brand Guarantee quality
    decision studies /influence
    aesthetics

    Product
    Customer Sign up pdf contract Web form
    Phased agree tutorial
    engagement form generation submission
    (How to)

    Upload Document
    Voice and Document Agent
    selfie while and content Signature
    Due diligence video authenticity Underwriting video Refusal
    holding ID recognition comparison
    recording check call
    documents software

    Product
    Service Human in
    activation Third party Automatic
    initiation the loop
    software

    Relationship Complaints How to Loyalty Referral Bespoke


    Webinar Offers Vouchers Magazine Social media Peer to peer
    management chatbot chatbot benefits bonus service

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