Customer Onboarding Customer Onboarding
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
August 16 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
  • Explain why customer onboarding is important
  • Define the six stages of the Orchestrated Onboarding™ framework
August 18 2022
2/4
Class 2 | Introduction to the Orchestrated Onboarding Framework

 

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

  • Identify your Onboarding Maturity Level
  • Review the strengths and weaknesses of your existing onboarding practices
  • Recognize the benefits of pre-sales onboarding in the Embark stage
August 23 2022
3/4
Class 3 | Optimized Onboarding: Tools for Success

 

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

  • Develop your internal and customer Handoffs
  • Adapt your tools to improve Kickoff and Adopt stages
  • Establish how the tools to Review and Expand improve the existing customer experience
August 25 2022
4/4
Class 4 | The Big Picture: Org-Wide Onboarding

 

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

  • Show the impact of customer onboarding (measurements and value)
  • How to scale customer onboarding
  • 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...