Onboarding Success Plan for New Customers
Build an effective Onboarding Success Plan for new customers to capture key success criteria and plan to deliver the same.
Overview
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
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Products
Platform
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Solutions
- Healthcare
- Education
- Security
- Customer Success Teams
- Product Experience Teams
- Product Adoption
- Gainsight Essentials
Industries and Teams
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Resources
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