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A step-by-step playbook for moving your existing customer base from walk-in orders to your online platform.
Customer transition is not a switch you flip overnight — it is a gradual process that requires clear communication, incentives, and support. Here is the proven playbook that KM PrintShop clients have used successfully.
Configure your online platform fully, test the ordering workflow end-to-end, and train your team. Create customer accounts for your top 20 clients in advance with their company information and order history pre-populated.
Start with your best customers. Offer a meaningful incentive: 10% off their first online order. Walk them through the process personally and collect feedback aggressively.
Announce to your entire customer base via email, printed flyers, social media, and in-store signage. Emphasize benefits: convenience, 24/7 access, instant quotes, and exclusive online discounts. Do not force the transition.
Gradually increase online ordering incentives while adding gentle friction to phone orders. Provide ongoing support through help sections, video tutorials, and dedicated support lines.
Our onboarding team has guided 97+ businesses through this exact process. The platform includes bulk account creation, order history import, and automated welcome email sequences. Start your transition today.