Customer Onboarding Assets

Customer Handoff: Customer Success Email Response

Customer Handoff: Customer Success Email Response

Ensure a smooth transition from sales to customer success management (CSM) with this great email template that hits all the right notes.

Download your Customer Handoff for Customer Success Email Response template and be sure to customize it to fit your needs!

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4 Tips for Hiring Your Next Customer Onboarding Specialist

Customer Success (CX)

4 Tips for Hiring Your Next Customer Onboarding Specialist

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.

Talking Customer Onboarding: Will Stevenson, from Onboard, talks Onboarding Matters with Donna Weber

Customer Onboarding Strategy

Talking Customer Onboarding: Will Stevenson, from Onboard, talks Onboarding Matters with Donna Weber

Talking Customer Onboarding: Our founder Will Stevenson chats with Donna Weber, author of "Onboarding Matters"

The Ultimate Customer Onboarding Launch Kit

Customer Onboarding Assets

The Ultimate Customer Onboarding Launch Kit

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!