About Us
Get to know how we are building the world's first customer onboarding experience (OBX) platform.Our Vision
Enable millions of businesses to elevate customer experience post sales
Our Mission
Empowering businesses with tools to design frictionless onboarding experience (OBX) for their customers at scale.
What is BigSteps?
Why do we need a Customer Onboarding Experience (OBX) platform?
Poor implementation is a major contributor to customer churn. While pre-sales teams effectively leverage CRMs and workflows to prevent errors in deal executions, resulting in improved win rates, the application of these pre-sales tools in post-sales processes often leads to inefficiencies in delivering the experience your customers truly deserve.
We've studied how teams use various tools for customer onboarding. From these insights, we crafted a single, unified product, specifically built to streamline customer onboarding experience.
What is our approach?
Plan | Define the goals and expectations, outline key milestones, and establish mutual alignment with your customers during the project planning stage. |
Execute | Onboard your customers and train the end users on how to leverage your product to achieve their business goal. Configure your product to align with their core use-cases. |
Analyse | Evaluate the results in terms of performance and user feedback. This analysis directs the next steps in the cycle. |
Improve | Standardize and stabilize the changes or revisit the cycle. Any deviation from the defined parameters is corrected to prevent reoccurrence in future projects. |
Insights & Resources
Scaling Client Onboarding for SMBs and Enterprises
Discover how to optimize customer onboarding for SMBs and enterprise clients in SaaS implementation.
Keep ReadingGuide
The Ultimate Guide to Crafting a Winning Price Quote that Grabs Attention and Closes Deals
Learn how to stand out, close deals effectively, and create compelling content that resonates with c...
Keep ReadingGuide
Streamline your Onboarding Process with Customer Onboarding Software
Streamline customer onboarding with cutting-edge software for a seamless transition. Enhance efficie...
Keep ReadingTake a big step forward with your customer onboarding needs
- choose BigSteps.
The Team