Build an effective Onboarding Success Plan for new customers to capture key success criteria and plan to deliver the same.
- Using KPI Survey, capture critical success criteria for your client.
- Provide structure for you and your team to take a longer-term strategic look at how you want to guide and grow your customers.
- Align teams on the customer’s priorities and ensure proper hand-off from one stage to another.
- Track accomplishment and report back to customers on what was delivered and when, and ensure the team is able to keep track of what’s complete vs. outstanding.
Included Assets
- Success Plan Configuration (1) – Monitor and drive success with new customers
- Surveys (1) – Capture KPIs that actually matter to the customer
- Email Templates (3) – Ready-built emals to engage new customers
- Playbooks (6) – Prebuilt playbooks to help new custmoers comple onboarding, review progress, and more