×

View this resource

First Name
Last Name
!
Thank you!
Error - something went wrong!

How to Build Your Customer Onboarding Playbook

February 14, 2018 Amity Team

Onboarding is a key Customer Success responsibility that can make or break your relationship. During onboarding, a CSM has the opportunity to trigger behaviour change, set realistic goals, and define success plans. This opportunity comes with a responsibility - that of ensuring the customer gets value as quickly as possible.

In order to improve that time to first value, you need to create and perfect your onboarding playbook to closely define the tools and actions you’ll need for success.

With a set of documented standard steps, you'll be able to streamline and unify your onboarding process into a proactive game plan.

Interested in seeing the deck? We've got you covered!


Save your seat for our next webinar:

Upcoming Event

About the Author

Amity Team

Amity provides the world's most powerful Customer Success software. Amity, senses changes in customer health or rhythms, recommends the right actions and measures effectiveness. The combination of real-time playbooks, intelligence and automation helps customer success organizations scale quickly and efficiently.

Follow on Twitter More Content by Amity Team
Previous Video
How to Measure and Influence Product Adoption for Customer Success
How to Measure and Influence Product Adoption for Customer Success

In order to improve time to first value, you need to create and perfect your onboarding playbook to closely...

Next Video
Introducing The Customer Advocacy Ladder
Introducing The Customer Advocacy Ladder

Customer Advocacy is a critical piece of the Customer Success puzzle. A strong advocacy presence can help t...

×

Subscribe
& Receive Weekly
CS Tips

First Name
Notification Frequency
Thank you!
Error - something went wrong!