article thumbnail

Creating a Predictable Client Onboarding Recap

Aysling

Whether you’re a software/IT group, a company that offers engineering or architecture services, or even a marketing/advertising agency, you no doubt have something of an “involved” or “complicated” client onboarding process. Not-so-humble brag: we’re really good at client onboarding. Aysling tips for top-notch client onboarding.

article thumbnail

How to Fight Excessive Customer Churn: 4 Winning Strategies

Totango

These can be delivered through formats such as seminars, workshops, certification programs and degree programs. The place to start communicating with customers is during the onboarding process. Assign mentors to staff members to assist with on-the-job training. Use Customer Escalation Data to Drive Your Product Roadmap.

Churn 95
Insiders

Sign Up for our Newsletter

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

Trending Sources

article thumbnail

Six Customer Success Email Templates to Save Your CS Team Time

Totango

Here’s a customer success manager introduction email you can use when onboarding a new client to your company. To get you and your team started, I’d like to schedule an onboarding call at your earliest convenience. An excellent opportunity to engage clients is inviting them to an event, such as a webinar or seminar.

article thumbnail

How to Create a Great User Onboarding Experience That Leads to Product Adoption and Customer Success

ChurnZero

Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through. The Role of Onboarding. Does this sound surprising to you? Provide Value.

Scale 75
article thumbnail

The Top 7 Churn Management Strategies for B2B Enterprises

Totango

You should set goals around specific events, such as the timely completion of onboarding, and unique outcomes, such as utilization of a feature you know is particularly useful to a customer. Accelerate Onboarding. Onboarding is a critical phase in the customer journey. Will you repeat elements of your onboarding program?

Churn 105
article thumbnail

9 Best Customer Success Communities in 2022

Totango

Hosting CS webinars, teleconferences, and seminars. The Customer Success Roundtable covers all of the facets of Customer Success from onboarding to long-term retention. Showcasing and reviewing CS software. Offering career advancement tips for CS professionals. Providing CS training opportunities. Posting job opportunities.

article thumbnail

Closed-Loop Analytics for SaaS: How to Bridge the Data Gap

User Pilot

Having regular meetings, internal training, seminars, and other collaborative activities will be key to getting everyone on the same page. Essentially, the software helps optimize the entire customer journey from onboarding to in-app marketing. Product growth insights with Userpilot.

Data 98