Will Stevenson

Startups, SaaS, and Operations
Customer Onboarding Assets

Customer Handoff: Customer Success to Customer Support

Check out our free download for customer handoff email template - from customer success to customer support

Customer Onboarding Assets

Customer Surveys: Post-Kickoff & Post-Launch

Leverage Customer Onboarding and Implementation Surveys to continuously improve your customer onboarding process -- check out this free download

Customer Onboarding Assets

Customer Onboarding Kickoff Call Script

Execute the perfect kickoff call with this Customer Onboarding Kickoff Call Script

Customer Onboarding Assets

Visual Customer Onboarding Process Document

Check out our free download for a visual customer onboarding process document

Customer Onboarding Assets

Customer Handoff: Customer Success Email Response

Check out our free download for a customer onboarding handoff email template - initial response from your customer success manager

Customer Onboarding Assets

Customer Handoff: Sales to Success

Check out our free download for a customer onboarding handoff email template - from sales to customer success

Customer Onboarding Strategy

Lower Churn With Customer Onboarding Surveys

Learn how to lower your churn and identify churn indicators by surveying your customers during the customer onboarding process

Customer Onboarding Strategy

6 Steps To Onboard Customers Faster

Read our 6 steps to onboard your customers faster, based on our best practices and experience launching and implementing software over the last decade

Customer Onboarding Strategy

7 Ways To Elevate Your Customer Onboarding Experience

Learn the 7 ways to elevated your customer onboarding experience. Tips that should breathe life and substance into your customer onboarding process!

Customer Success (CX)

6 C’s for Customer Success and Onboarding Managers

Read the 6 C's for Customer Success Professionals which are a proven framework of principles that will allow you to keep your clients on track and on time. Every time.

Customer Onboarding Strategy

The Customer Onboarding Toolkit

Make sure you are leveraging as many tools in your toolkit as you can. Even the most experienced Customer Onboarding Specialist may learn about a few great tools in this 'handy' article (see what we did there?)

Customer Onboarding Strategy

Customer Onboarding Strategy: Defining Customer Onboarding

In order to best onboard your customers, make sure everyone is on the same page. Start with understanding the frequently used terms in customer onboarding.

Customer Onboarding Metrics

Customer Onboarding Metrics: Days To Launch and Time To Value

They say you manage what you measure, ideally, you are measuring the time it takes clients to go through onboarding (days-to-launch) and the time it takes a client to get value (time-to-value). Learn about these crucial Customer Onboarding metrics here.

Customer Onboarding Strategy

The Definitive Guide To Customer Onboarding

Access the learnings, strategy, tactics and practical know-how from a team that has spent the last decade crafting the ideal customer onboarding experience.

Everyone on the same page, starts now.
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