Vitally asked five Customer Success leaders for their best tips on nailing the onboarding process and putting customers on the fast-track to success.
Skip to:
- 00:00 Intro
- 00:13 Have a well-defined purchase objective and align with the customer on TTV
- 01:40 Build a process to automate onboarding for every customer
- 02:37 Create the success plan before you start onboarding
- 03:31 Fully understand the problems the customer is trying to solve
- 04:19 Be well-prepared to make a great first impression
Featured in this episode:
- Kristen Gray Psychas / Sr. Customer Success Manager at Banzai
- Tyler Diderich / Manager of Customer Success Engineering at runZero
- Annie Dean / CEO and CoFounder at RecastSuccess
- Ed Porter / Fractional Chief Revenue Officer and Owner at Blue Chip CRO
- Ashna Patel / Manager of Customer Success at Ascent Cloud
For more expert guidance on the topic of B2B customer onboarding, we recommend...
- The Vitally Guide to New Customer Onboarding (With Expert Insights)
- 8 Customer Success Templates for Effective Onboarding Processes
To catch future episodes of One Vital Question, subscribe to Vitally on YouTube: @vitally_io
