Internal CSM onboarding

CS Member Posts: 2 Navigator
First Anniversary Photogenic
Hi All, we are revamping our internal customer success onboarding curriculum and I wanted to find out if anyone has a good template they can share with me? Thank you


  • Jonna Pedersen
    Jonna Pedersen Member Posts: 11 Contributor
    Photogenic First Anniversary
    edited October 2021
    Hi Marloes! I have a template we use, please connect with me at and I'm happy to share. Would be helpful to know what your current onboarding looks like? We have moved from a 12 week program to 6 (much more intense!).
  • Ido Barnoam
    Ido Barnoam Member Posts: 22 Thought Leader
    Office Hours Host 2022 Name Dropper First Comment First Anniversary
    edited October 2021
    Hi @Marloes van de Ven
    My team owns all of our CS' team onboarding including those of the CSM team.
    We have templates for several different roles in the CSM team.

    Happy to share any insights and templates over a call. Feel free to reach out.