Hi Suzanne,I just posted my version of the Customer Profile on LinkedIn today and wanted to share it with you in case you find it helpful.Here's a picture of it, if you want the link to the Google Sheets, let me know.
You can find me on LinkedIn Good luck to you and your team!Thanks,
Stella
Suzanne!
I'm writing an ebook as a guide for founders and CEO's looking to start customer success and onboarding, it covers exactly what you are asking and gives suggestions along the way. Shoot me an email (shareil@arrows.to) and I'll share the draft copy. We are in the process of actually converting it into a downloadable ebook and I'll share that link in here for everyone else eventually too.
But more than happy to share the draft with you and chat further if you need!Shareil