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.

Find more posts tagged with

CS Team

Comments

Ravindra M.K

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.

Ravindra M.K

Hi David, need sample references for both online (self-directed) and offline (by onboarding team) for different size of customers.
Thanks

Srikrishnan Ganesan

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)
------------------------------
-------------------------------------------
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.

Benedict Fritz

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

David Ellin

@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.