Content to power your

Customer success

efforts

Browse through all of our resources on Client Onboarding.
From ebooks and checklists, to cheat sheets, articles, and more.

Onboarding Kickoff Meeting: Laying the Foundation for Customer Success

How to Grow Your Revenue Through Customer Success?

The Kickoff Meeting Agenda Template by Nir Kalish

Sales to Customer Success Handoff Checklist

The Customer Success Playbook

The State of B2B Client Onboarding in 2024

Nailing Complex Customer Onboarding: Data-Backed Insights & Expert Tips

From Hospitality to Customer Success with Madelyn DePrey

Optimizing Your Sales Pipeline for Success with Jonathon Ilett

Art and the Act of Hospitality with Madelyn DePrey

Create Your Wow Moments with Madelyn DePrey

Mutual Action Plan Template

7 Must-Have Types of Content for Customer Success

Customer Onboarding Challenges and How to Overcome Them [Research]

Sales to Customer Success Handoff Guide [+ Template]

Customer Success Strategies for Startup Growth with Rachel Provan

Capturing the Definition of Customer Success with Kristi Faltorusso

CSM Revenue Ownership with Madelyn DePrey

Biggest Challengers in CS with Madelyn DePrey

When to Let Go with Madelyn DePrey

How to Multithread with Madelyn DePrey

Streamlining Customer Handovers with Madelyn DePrey

Defining Meaningful Usage with Madelyn DePrey

Flowla Love with Madelyn DePrey

Deliver the Value and Experience with Jay Nathan

Retain Your Customers with Jay Nathan

The Role of Titles in Customer Interactions with Jay Nathan

Invest Your Time or Money for Customer Success with Jonathan Corbin

Biggest Challenges in Onboarding with Cinthia Silva

Onboarding Should Start Earlier in Sales Cycle with Saahil Karkera

How to Keep Customers Engaged During the Onboarding with Saahil Karkera

Onboarding vs Implementation with Saahil Karkera

Look at Your Customer as Your Best Friend with Nir Kalish

Sales and CS Roles During the Handoff with Nir Kalish

Churn is Everybody’s Problem And Can Be Fixed with Onboarding with Nir Kalish

Complexity in Onboarding with Nir Kalish

Leadership's Responsibility with Nir Kalish

Value in CS with Nir Kalish

Make the Customer Work for You with Nir Kalish

Tools as Multipliers, Not Solutions with Nir Kalish

Low Touch Onboarding with PLG with Nir Kalish

The Purpose of Onboarding with Nir Kalish

Change Management in Onboarding with Cinthia Silva

CS Tools and Strategies to Serve Customers with Cinthia Silva

Track & Measure with Cinthia Silva

Keep Directing Your Customers with Cinthia Silva

Leadership Should Create Alignment Between the Teams with Cinthia Silva

The Infinite Loop of Customer Success with Sara Jones

Life Cycle in Sales with Kristi Faltorusso

Expectation Alignment with Kristi Faltorusso

Continuity Motion in the Onboarding Process with Kristi Faltorusso

The Importance of Existing Clients with Yoav Vilner

Transition from acting to customer success

The challenge of customer success in startups

13 Customer Success Metrics You Should Be Tracking

Expert Tips and Best Practices to Nail Customer Onboarding in 2024

How to Master Multithreading in Sales and Customer Success

Beginner’s Guide to High-Touch Onboarding: What Is It and How to Do It Right?

Customer Collaboration Tools: 13 Top Picks for 2024

Top 15 Podcasts for Customer Success Professionals

Planning to Succeed: How to Build a Winning Customer Success Plan?

What Does a Client Onboarding Manager Do?

The Client Onboarding Process Guide

Cracking the Code of Customer Success with Jay Nathan

Building client success for zero churn at global scale-ups with Fadi Bassil

The Evolution of Client Success and Strategies for Modern Business with Jeff Heckler

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