CSM checklist for successful customer onboarding
PDF | 2 pages
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
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