Has anyone driven customers / partners through a digital onboarding experience to initiate the joint Success Planning? Meaning, introducing the customer / partner to their customer portal experience, establishing goals and objectives and planning outside in.
I see a ton of threads where internally organizations initiate this process through google templates, ppts, project management software, etc. Massive efforts on collecting and transitioning data supporting the customer's buying objectives, intentions, Sales to CS transitions, all internal and operational. But nothing whereas the experience starts with the customer / partner through the customer facing digital experience (portal, otherwise) from guiding on goals / objectives, onboarding and provisioning and into planning time to value. Putting Customer/Partners in the driver's seat, removing all of the internal only tracking and transferring of information. Especially given the focus on scale and self service.
Anyone?
