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How Do You Build Customer Communities as Part of Onboarding?

You build customer communities into onboarding by connecting new customers to peers, experts, and content from day one—turning “learning the product” into a shared journey that accelerates time-to-value, advocacy, and revenue impact.

Get the Revenue Marketing eGuide Explore Key Principles of Revenue Marketing

You build customer communities as part of onboarding by inviting new customers into curated spaces (forums, user groups, cohorts), orchestrating structured interactions around early use cases, and empowering champions and experts to support peers. When community touchpoints are embedded in your onboarding journey—not separate from it—customers see how others succeed, get unstuck faster, and develop a deeper sense of belonging with your brand.

What Makes Customer Communities Powerful in Onboarding?

Peer Proof of Value — New customers see real-world examples of how others launch campaigns, configure workflows, and measure impact, shortening the leap from “idea” to “execution.”
Shared Learning Loops — Discussions, AMAs, and office hours let customers learn together, ask nuanced questions, and share patterns that don’t fit neatly into documentation.
Embedded Expertise — Product experts, CSMs, and power users act as visible guides, reinforcing best practices and connecting questions to existing resources and playbooks.
Accelerated Trust — Customers trust peers in similar roles and industries, which helps them move faster on configuration, governance, and campaign design decisions.
Signal-Rich Engagement — Community activity reveals where customers are leaning in, getting stuck, or going silent, giving RevOps and CS richer signals than usage alone.
Pathway to Advocacy — As customers progress, they can become champions, storytellers, or advisory members, feeding back into your revenue marketing engine and influencing future buyers.

The Community-First Onboarding Playbook

Instead of treating community as “nice to have,” build it into the core onboarding journey, with clear purpose, structure, and measurable business impact.

Define → Design → Invite → Orchestrate → Amplify → Measure

  • Define your community purpose: Clarify whether onboarding community is focused on use case execution, technical enablement, strategic leadership, or all three. Tie this purpose to clear revenue outcomes like adoption, expansion, or advocacy.
  • Design the right spaces: Create a mix of asynchronous forums and live touchpoints—discussion boards, Slack/Teams channels, cohort groups, office hours, and launch labs—mapped to onboarding milestones.
  • Invite with intent: Build community invitations into welcome emails, implementation plans, and kickoff calls. Set expectations: what customers can ask, share, and achieve together in the first 30–90 days.
  • Orchestrate early experiences: Run structured “getting started” threads, show-and-tells, and AMAs with experts and customers who already demonstrate strong use cases, aligned with your revenue marketing framework.
  • Amplify success stories: Turn community wins—campaigns launched, dashboards built, processes fixed—into case studies, playbooks, and templates that new cohorts can reuse.
  • Measure and govern: Track onboarding cohort engagement, community participation, and downstream metrics like time-to-value, feature adoption, and NRR. Use these signals to adjust programming and identify future champions.

Customer Community Capability Maturity Matrix

Dimension From (Ad Hoc) To (Operationalized) Owner Primary KPI
Community Strategy Unstructured groups formed when needed Formal community charter aligned to revenue marketing strategy Marketing / CS Leadership Onboarding Community Participation %
Onboarding Integration Community access offered after go-live Community touchpoints embedded in every onboarding stage Onboarding Lead Time-to-First-Value
Programs & Rituals Occasional Q&A sessions Recurring cohorts, AMAs, and peer-led sessions mapped to key use cases Community Manager Engaged Members / Cohort
Measurement & Insights Basic member counts Dashboards connecting community signals to adoption and revenue RevOps / Analytics Post-Community Adoption Lift
Scale & Governance One-off moderation, unclear guidelines Defined governance, moderation playbooks, and champion programs Community Council Healthy Conversation Ratio
Business Impact Anecdotal value Community integrated into revenue marketing dashboards and planning Executive Sponsor Net Revenue Retention

Client Snapshot: Turning New Customers into a Learning Community

A large B2B organization launched a guided onboarding community that paired new marketing automation customers with experienced peers. By aligning discussions to lead management, campaign execution, and measurement—similar to how Comcast Business optimized its revenue engine—they saw faster implementation, richer feedback for product teams, and a pipeline of new advocates willing to share wins publicly.

When community is baked into onboarding, customers don’t just adopt a platform—they join a network of peers working toward the same revenue marketing outcomes.

Frequently Asked Questions about Customer Communities in Onboarding

When should we introduce new customers to the community?
Introduce the community at or before kickoff. Invite customers in your welcome sequence, explain the purpose during implementation calls, and highlight specific threads or events relevant to their first 30–60 days.
What platforms work best for onboarding communities?
It depends on your customers and use cases. Options include dedicated community platforms, private forums, Slack/Teams workspaces, or in-app communities. The key is searchability, notifications, and analytics you can feed into your revenue marketing dashboard.
How do we encourage participation from new members?
Make participation easy and valuable: seed “start here” threads, share simple prompts (“What are you hoping to achieve in 90 days?”), tag new members into relevant conversations, and celebrate early posts or wins publicly.
Who should own and moderate the community?
Effective onboarding communities usually blend community management, CS, and marketing. A community manager handles structure and moderation, CS ties topics to onboarding milestones, and marketing connects community insights to campaigns and content.
How can we measure the impact of community on onboarding?
Track cohort-level metrics: community participation during onboarding, time-to-first-value, feature adoption, and expansion or renewal rates. Compare cohorts with and without community engagement, and surface those insights in frameworks like the Revenue Marketing Index.
How does community support long-term revenue marketing maturity?
Community gives you a scalable channel to teach, test, and refine the practices described in resources like What Is Revenue Marketing? Pedowitz RM6 Insights. It becomes a living system where customers share how they apply those principles in the real world.

Make Community a Core Onboarding Asset

We’ll help you design community programs that accelerate onboarding, deepen engagement, and support a mature revenue marketing practice.

Take the Revenue Marketing Assessment Define Your Strategy
Explore Related Resources
Higher-Ed Growth Plan Revenue Marketing eGuide Revenue Marketing Maturity Assessment Account-Based Marketing

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