Structured Onboarding Journey
Provide step-by-step guidance and automated progress tracking so customers know what to expect and stay engaged at each stage of onboarding.
Step-by-Step Playbooks : Create a checklist that outlines each step of the onboarding process, ensuring customers know exactly what to expect and where to focus.
Automated Milestone Tracking : Track progress through automated notifications and milestones, so both customers and CSMs stay informed on what’s completed and what’s next.
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Tailored Onboarding Milestones
Develop specific onboarding goals based on customer objectives and usage, helping them reach key achievements that align with their business goals.
Role-Specific Milestones : Define milestones based on each customer’s roles and goals, so every team member has a clear path to success.
Customer onboarding companion : Provide your customers with a clear onboarding path by planning workshops and trainings, and allowing them to access the right resources at the right time.
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Centralized Resource Hub
Give customers a single go-to location for important documents and support, reducing the back-and-forth and empowering them with quick access to all they need.
Access to Key Documents : Offer a single repository for all essential documents—such as onboarding guides, FAQs, and best practices—so customers can find what they need without searching through emails.
On-Demand Support Links : Include direct links to support channels and relevant contact information, making it easy for customers to get help when they have questions.
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Collaborative Success Planning
Use shared action plans and scheduled check-ins to ensure customers achieve their goals while keeping everyone informed and aligned on key onboarding tasks.
Mutual Onboarding Action Plan : Build a shared action plan that aligns customer and your team on key onboarding steps, expected outcomes, and timelines.
Regular Check-In Cadence : Schedule automated check-ins and feedback loops throughout the onboarding journey to address questions, gauge progress, and adjust the plan as needed.
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