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Customer Success ONBOARDING At SCALE

Name: Customer Success ONBOARDING At SCALE
Uploaded: 2018-11-28T12:25:25+00:00
Duration: 7 min 22 s

CSM Practice

#Onboarding #Scale #CustomerSuccess

In this video, I share tactical advice and proven playbooks to help you improve your onboarding process in a scalable way. By implementing these simple playbooks, you will be able to create a meaningful experience with your customers and allow your team to carefully craft personal touchpoints proactively.

00:00 Intro

01:00 CEO Welcome Email

01:18 CSM Intro Email

02:02 Account-Based Onboarding Campaign

03:14 CSM Touch Points

03:51 Health Score

04:13 Disposition Survey

04:30 Customer Score Card

05:35 First Value Delivered

06:04 Monitor Usage

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Additional Resources:

⏬Download Infographic: How to Write a Great Onboarding Kick Off Invitation Email

https://www.csmpractice.com/kickoff-email-infographic

🎥 Video: The Customer Onboarding Maturity Model

https://youtu.be/dS7ILGSNsio

🎥 Customer Onboarding metric: Time to First Value

https://youtu.be/RS0TU1XL7FQ

📑 Read this blog: 3 New Customer Onboarding Best Practices: https://www.csmpractice.com/3-new-customer-onboarding-best-practices/

🎥 Video: How to Prove Customer Value: Calculating Customer ROI

https://youtu.be/dQqIrHbweCo

Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success practice:

1. Grab a free copy of our Customer Success templates and infographics

We’ve created a resource library for you to gain easy access to best practices and benchmark data. https://www.csmpractice.com/resources

2. Subscribe to our CSM Practice newsletter

Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. https://www.csmpractice.com/newsletter-sign-up

3. Work with our team privately

If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. https://www.csmpractice.com/cs-consulting

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LEARN MORE ABOUT CUSTOMER SUCCESS

with these free resources:

📌 Subscribe to CSM Practice YouTube channel:

https://www.youtube.com/csmpractice?sub_confirmation=1

📌 Listen to our Podcast:

https://www.csmpractice.com/podcast

📌 Follow us on TikTok:

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