Need help in developing the Onboarding process

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Ravindra M.K
Ravindra M.K Member Posts: 4 Seeker
Hi Experts,
Kindly share good reference materials or sources for developing CS Onboarding process activities, execution planning, and deliverables.
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  • David Ellin
    David Ellin Member Posts: 170 Expert
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    edited March 2021
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    @Ravindra M.K, is your onboarding self-directed by the customer online, or is it facilitated by your onboarding team? There are different ways to handle onboarding depending on how you want to take your customer through the process.
  • Benedict Fritz
    Benedict Fritz Member Posts: 30 Expert
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    edited March 2021
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    Hey Ravindra! If you're doing high-touch onboarding I'm actually working on an Onboarding 101 series right now. DM me or email me benedict@arrows.to and I can share a draft with you!

    If you're doing lower-touch onboarding, HubSpot has an article that's a good starting point: https://blog.hubspot.com/service/customer-onboarding
  • Srikrishnan Ganesan
    Srikrishnan Ganesan Member Posts: 26 Expert
    edited March 2021
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    Hey Ravindra! I've shared 3 sample plans with you for different kinds of high touch customer onboarding journeys - based on complexity and customer size (mid market, enterprise). Check it out :)


    Mail me (sri@rocketlane.com) to join Preflight (slack group for customer onboarding & implementation resources and events)
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    Original Message:
    Sent: 03-12-2021 08:24
    From: Ravindra M.K
    Subject: Need help in developing the Onboarding process

    Hi Experts,
    Kindly share good reference materials or sources for developing CS Onboarding process activities, execution planning, and deliverables.

  • Ravindra M.K
    Ravindra M.K Member Posts: 4 Seeker
    edited March 2021
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    Hi David, need sample references for both online (self-directed) and offline (by onboarding team) for different size of customers.
    Thanks
  • Ravindra M.K
    Ravindra M.K Member Posts: 4 Seeker
    edited March 2021
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    Thanks Sri for sharing it in the Preflight Community (http://bit.ly/3oObUNf). It is quite detailed oriented and has covered the majority of steps of the onboarding journey.