Customer NAME
December 2024
0 out of 3 items completed
Understand customer's business, goals, and challenges
Prepare a personalized onboarding plan
Set clear expectations and objectives for the onboarding process
0 out of 3 items completed
Introduce key team members from both sides
Reiterate understanding of customer's goals and challenges
Review the onboarding plan and schedule
0 out of 4 items completed
Assist with account setup and system configurations
Provide necessary training and resources for technical setup
Assist with data import and migration
Ensure data integrity and accuracy
0 out of 4 items completed
Provide comprehensive training on product features and functionalities
Share useful resources like guides and tutorials
Share best practices relevant to the customer's use of your product
Provide use-case based examples and solutions
0 out of 4 items completed
Collect feedback on the onboarding process
Identify any areas of confusion or concern and address them promptly
Make necessary adjustments to the onboarding plan based on feedback
Ensure the customer is comfortable and satisfied with the progress
0 out of 4 items completed
Introduce the customer to their Customer Success Manager (CSM)
Review the achievements during the onboarding phase and set goals
Ensure the customer knows how to access support and resources
Encourage engagement with your community, and continuous learning