Remove onboarding-clients
article thumbnail

New Client Onboarding Checklist Template To Nail Your Customer Onboarding Process

User Pilot

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

article thumbnail

GuideCX: 5 Ways to Improve Client Onboarding and Implementation Experiences — and Earn Customers for Life

SaaStr

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. Your new clients will be clients for life. Are you ready to make clients for life? (Of

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Ultimate Client Onboarding Checklist for CS Teams

Totango

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

article thumbnail

How to Craft the Best Client Onboarding Questionnaire

Totango

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? The contents of a client onboarding questionnaire vary by industry. An analysis of the client’s workflow.

article thumbnail

Top 10 Customer Success blogs to start reading today

CustomerSuccessBox

Let’s look at the top customer success blogs. As well as their actionable customer success platform they provide a widely respected blog. For Entrepreneurs by David Skok is a blog for entrepreneurs that publishes some of the best content on customer success. Intercom Blog. Zendesk Blog. CustomerSuccessBox.

article thumbnail

Fall 2023 G2 Awards recognize Totango as a Leader in helping customers drive business outcomes

Totango

From managing onboarding projects to maximizing team productivity or driving community engagement—as with our new Higher Logic partnership—we provide dozens of out-of-the-box SuccessBLOCs to fit businesses’ often changing and growing needs. —Mid-market If you aren’t yet a customer, sign up for your demo to get started today!

Business 103
article thumbnail

Onboarding Call vs Automated In-app Onboarding: When to Use Each?

User Pilot

Onboarding is vitally important for any SaaS owner or product manager. Taking users through your product or service using an onboarding call is a pretty standard part of the customer onboarding process. In this blog, we’ll explore the differences between the two methods – and when it makes sense to use both.