Set up your customers for long term success
Put your customers on the right path after earning their commitment, with a repeatable process that gets them quickly to first value. With proper onboarding and adoption, the groundwork is then laid for future retention and expansion.
Impact you’re looking for:
- Consistently executed handoff from Sales to CS, for a positive customer experience every time
- Easily secured retention and renewals from every CSM
- CSMs feel empowered with tools and resources to handle common onboarding challenges
Includes
- Custom blueprints for key moments, such as Business Orchestration and the Kickoff Call
- Trigger Plays that provide turn-by-turn directions for navigating common customer situations as they arise
- Success Plans and best practices for how to define your first value moments, and the typical timeline for a customer to get to first value
Key Steps
01.
Gather data
Review existing process from Sales to Onboarding to Customer Success, and conduct collaborative workshops with your team
02.
Define the process
Create a timeline and joint impact plan for key touchpoints and activities that need to happen throughout Onboarding
03.
Design trigger plays and blueprints
Provide turn-by-turn directions for managing through common risks or opportunities encountered during the customer lifecycle
04.
Activate
Provide best practice recommendations on how to apply the new processes and resources