Introduction
Leveraging customer onboarding as your competitive advantage
()
1. The Customer Onboarding Process: An Overview
Why customer onboarding matters
()
Defining the customer onboarding experience
()
Applying your customer onboarding metrics
()
2. Customer Onboarding: Steps to Make It Successful
Handoff: How to receive newly acquired customers
()
Kickoff: Establishing your relationship with a new customer
()
Adoption: Guiding your customers through implementation
()
How to assess your customer relationship
()
3. Customer Onboarding: Working with Other Teams
Working with the customer success team during onboarding
()
Working with the sales and account management teams
()
Working with the product team during onboarding
()
4. Troubleshooting Common Onboarding Challenges
Managing reluctant users during customer onboarding
()
Navigating when the product was "oversold" to your customer
()
Prioritizing when customer onboarding is overwhelming
()
Measuring the ROI of your customer onboarding costs
()
Conclusion
Continuing to refine your customer onboarding processes
()
Ex_Files_Onboard_New_Customers.zip
(50 KB)