Free Assessment

Discover What’s Sabotaging Your Customer Retention in 5 Minutes or Less

Take the free Customer Onboarding Assessment to uncover hidden gaps, fix your customer experience, and start turning new customers into lifelong fans.

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Is Your Onboarding Experience Helping or Hurting Your Business?

Your onboarding process plays a critical role in customer retention. This free assessment will give you a personalized score and actionable insights so you can improve your customer experience—on your own or with our help.

Find out what's working and what's not—uncover hidden opportunities.
Get a customized score and improvement recommendations.
Implement changes your way—or let CustomerHub do the heavy lifting.

How It Works in 3 Simple Steps

Answer 27 Quick Questions

Evaluate your onboarding process with yes/no questions across 6 categories.

Get Your Score & Insights

Receive a detailed breakdown of your strengths and weaknesses.

Take Action

Use the insights to improve onboarding on your own—or fast-track results with CustomerHub.

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“CustomerHub's onboarding capability has significantly increased engagement in my core business offering!”

Sherman Ragland

The Realinvestors® Academy LLC

“Our new members went from confused to enthused after we implemented CustomerHub's onboarding.”

Glen Ledwell

Flight Club Mastermind

“With CustomerHub I was able to set up and launch my new onboarding experience in less than an hour.”

Jason Swenk

Content Publisher

Your Customers Deserve a Better Experience—Let’s Get Started

Take the Free Assessment Now—It’s Quick, Insightful, and Completely Free. Want to fast-track your results? Start a free trial of CustomerHub after the assessment and get a $297 onboarding implementation at no cost.

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You Have Questions? We Have Answers.

What is the Customer Onboarding Assessment?

It’s a free tool that helps you evaluate and improve your onboarding process based on proven best practices. You’ll get a personalized score and clear recommendations to strengthen customer retention.

How long does the assessment take?

It takes just 5 minutes to complete the assessment. With only 27 quick Yes/No questions, there’s no complicated setup or research required—just honest answers about your current onboarding process. As soon as you finish, you’ll receive an instant score and actionable insights you can implement immediately.

What happens after I take the assessment?

You’ll get a customized report showing where your onboarding process excels and where it needs improvement. From there, you can choose to make changes on your own—or, if you want expert help, you’ll have the option to try CustomerHub for free and receive a $297 onboarding implementation at no cost!

Will I need to sign up for CustomerHub to get value from this?

No! The assessment itself is valuable and will give you clear, actionable insights to improve your onboarding process with or without CustomerHub. However, if you want to implement improvements faster and more efficiently, CustomerHub is the best way to streamline and automate the process.

Who is this assessment intended for?

This assessment is designed for businesses that want to improve customer retention by delivering a seamless onboarding experience. Whether you run a product-based or service-based business, these insights will help you create a customer journey that leads to loyalty and repeat business.

What if my onboarding process is already strong?

Even if you have a solid onboarding process, this assessment can help identify small tweaks that could drive even better results. Plus, if you score high, you’ll gain validation that your process is working—and you can still explore ways to enhance efficiency with CustomerHub!