Customer Onboarding Masterclass Customer Onboarding Masterclass
SIA Coach
The Customer Onboarding Expert
Springboard Solutions
Director of Experience
Tevera
  • Description
  • Course Syllabus
  • Coach Information
About this course

Customer onboarding is key to the customer journey. A comprehensive customer onboarding plan can support you in setting your business up for success, resulting in more satisfied customers and employees. A great customer onboarding plan has the advantage of helping you retain your customers, increase solution adoption and increase customer lifetime value. Without a plan, you face churn, loss of customers, and missing out on future revenues.

Our Customer Onboarding Masterclass will assist you in identifying common challenges faced with customer onboarding and teach you how to improve your onboarding practices to make a real impact throughout your organization.

This course has been designed for anyone involved in planning and executing customer onboarding processes. You could be a CSM, a CS leader or an Onboarding specialist.
What impact this course will have
  • Prepare yourself for change to ensure that customer onboarding is and remains successful
  • Explore the customer journey and identify how to best optimize customer onboarding in your organization
  • Gain an understanding of how you can improve your onboarding practices
  • Support your customers through their onboarding journey to set them up for success
Course Syllabus
May 17 2022
1/4
Class 1 | Onboarding 101: “What got you here, won’t get you there!”

 

By the end of this class, you will be able to…

  • Recognize common challenges faced during the customer onboarding story 
  • Identify ways to safeguard successful onboarding during change
  • Establish your next steps using the Customer Onboarding Maturity Model
May 19 2022
2/4
Class 2 | Introduction to the Orchestrated Onboarding Framework

 

By the end of this class, you will be able to…

  • Explain why customer onboarding is so important
  • Define the six stages of the Orchestrated Onboarding Framework™ 
  • Review the strengths and weaknesses of your existing onboarding practices
May 24 2022
3/4
Class 3 | Optimized Onboarding: Tools for Success

 

By the end of this class, you will be able to…

  • Recognize the benefits of pre-sales onboarding: Embark & Handoff
  • Develop your launching toolkit for the Kickoff and Adopt stages
  • Establish how the tools to Review and Expand improve existing customer experience
May 26 2022
4/4
Class 4 | The Big Picture: Org-Wide Onboarding

 

By the end of this class, you will be able to…

  • Plan to put Orchestrated Onboarding™ into practice
  • Create a seamless journey for customers
  • Envision the impact of org-wide customer onboarding
The Customer Onboarding Expert
Springboard Solutions
Donna Weber is the world’s leading expert in customer onboarding. For more than two decades, she’s helped high-growth startups and established enterprises create customers for life.   As a recognized thought leader, influencer, strategist, a...
Director of Experience
Tevera
Caleb is the Director of Experience at Tevera. Throughout his career, he has served in just about every customer-facing function someone can hold in a SaaS business - from Sales to Success to Support to Onboarding. Caleb is exceptional at stepping in...