In Moving Assimilation From Virtual To Reality, we traced a couple's journey through a completely online process of identifying with a ministry designed to help people in distressed marriages. We got them to the point of coming to a meeting the first time.
They show up, a bit timid at first, but the friend who called them meets them, shows them around (unless meeting online) and introduces them to a few others.
In our business, we intentionally blur the line between sales and on-boarding. For instance while doing a 30 day free trial (sales process), we will upload data, set up a text-to-church phone number, and make webinar training available (all on-boarding elements). This gives prospective clients the opportunity to better experience our software enabling them to make a more confident choice.
But once, they subscribe / commit to Churchteams, we are even more intentional about helping them on-board. We'll upload the rest of their data including attendance and giving history. We'll do custom one-on-one sessions to customize the software to the church's culture and structure. We'll get online giving set up. We'll encourage them to call or email for support. And much more. We do all this because we know that the first three to six months of using our software are critical for effectively realizing its potential.