Read these 4 Tips for hiring your next customer onboarding specialist. Leverage our experience from the hundreds of customer success hired over the past dozen years.
We've taken several documents from our proven process and made them available for you -- our favorite people! Check out the ultimate customer onboarding asset checklist here!
Check out our free download for customer handoff email template - from customer success to customer support
Leverage Customer Onboarding and Implementation Surveys to continuously improve your customer onboarding process -- check out this free download
Onboard your customers with the perfect Customer Onboarding Kickoff call script. Utilize this customer kickoff script for future success on kickoff calls
Check out our free download for a visual customer onboarding process document
Use this Customer Onboarding Preparedness Plan to Ensure Your Client Implementation Starts Smoothly
Check out our free download for a customer onboarding handoff email template - initial response from your customer success manager
Check out our free download for a customer onboarding handoff email template - from sales to customer success
Reduce customer churn with Customer Onboarding Surveys. Identify churn indicators before it's too late. Optimize your customer onboarding experience today
Read our 6 steps to onboard your customers faster, based on our best practices and experience launching and implementing software over the last decade
Learn the 7 ways to elevated your customer onboarding experience. Tips that should breathe life and substance into your customer onboarding process!
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.
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?)
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.
Manage what you measure with critical Customer Onboarding Metrics! Days to Launch, Time to Value and everything you need to know for guaranteed success
Access the learnings, strategy, tactics and practical know-how from a team that has spent the last decade crafting the ideal customer onboarding experience.
