Customer Kickoff Meetings, Upended

September 27, 2023

CS Management, Onboarding, Playbooks and Processes

It’s time to give Customer Kickoff Meetings a kick in the pants. Find out ways to transform these meetings into dynamic and productive discussions.

Karla Kannan

May 3, 2023

Customer Relationships, Onboarding, Playbooks and Processes

Fine-Tuning Customer Handoff Strategies to Achieve Seamless Transitions

Karla Kannan

May 3, 2023

Customer Relationships, Onboarding, Playbooks and Processes

Fine-Tuning Customer Handoff Strategies to Achieve Seamless Transitions

Best practices and actionable steps to successfully hand off customers between departments during the lifecycle of the customer journey.

Jan Young

April 12, 2023

Events, Onboarding, CS Management, Playbooks and Processes

5 Steps to Scale Your Onboarding

Jan Young

April 12, 2023

Events, Onboarding, CS Management, Playbooks and Processes

By investing in a seamless and engaging onboarding process, you can benefit both your company and your customers.

Srikrishnan Ganesan

September 28, 2022

Onboarding, Customer Relationships

The One Thing Missing in Your Onboarding Process

Srikrishnan Ganesan

September 28, 2022

Onboarding, Customer Relationships

The One Thing Missing in Your Onboarding Process

The onboarding phase is the first partnership that your customers experience with you. Here’s how to keep things on track; increasing their trust in you as a partner.

Customer Kickoff Meetings, Upended

Fine-Tuning Customer Handoff Strategies to Achieve Seamless Transitions

5 Steps to Scale Your Onboarding

The One Thing Missing in Your Onboarding Process

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