CSM checklist for successful customer onboarding

Onboarding is critical for demonstrating your solution’s value. It’s your opportunity to drive adoption, increase retention, and double your organization’s revenue.

That’s why it’s important your CSMs are prepared for onboarding calls — especially newcomers. If you have new Customer Success team members, these top tips will help them hit the ground running and onboard customers more successfully.

This guide shares:

• When to schedule onboarding sessions

• Tips for making the training stick

• How to structure onboarding around user needs