One Vital Question #4: "What's your secret sauce for new customer onboarding?"
Автор: Vitally | Customer Success
Загружено: 2023-10-20
Просмотров: 309
Описание:
Vitally asked five Customer Success leaders for their best tips on nailing the onboarding process and putting customers on the fast-track to success.
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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
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Tyler Diderich / Manager of Customer Success Engineering at runZero
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Annie Dean / CEO and CoFounder at RecastSuccess
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Ed Porter / Fractional Chief Revenue Officer and Owner at Blue Chip CRO
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Ashna Patel / Manager of Customer Success at Ascent Cloud
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For more expert guidance on the topic of B2B customer onboarding, we recommend...
The Vitally Guide to New Customer Onboarding (With Expert Insights)
https://www.vitally.io/post/customer-...
8 Customer Success Templates for Effective Onboarding Processes
https://www.vitally.io/post/8-custome...
To catch future episodes of One Vital Question, subscribe to Vitally on YouTube: @vitally_io
Learn more about Vitally at https://www.vitally.io
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