Cheat sheet
Customer Onboarding Playbook
Templates, workflows, and tips to streamline every aspect of your onboarding process – from handoff to first value delivery.
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The first few weeks after a deal closes are make-or-break. This kit is your go-to resource for getting onboarding right – from the handoff to first value. Whether you're a CSM, onboarding specialist, or RevOps leader, you'll find practical tools to reduce friction, align teams, and build long-lasting customer relationships.
What’s inside?
- A handoff checklist to ensure smooth transitions from Sales to CS
- A kickoff meeting agenda to set the tone, align stakeholders, and build trust
- A step-by-step onboarding playbook for high-touch and low-touch journeys
- A first value delivery framework to speed up results and boost retention
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Speed up sales & onboarding processes with an engaging experience that wins more deals.
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