Members-only Membership content How to optimize your onboarding process to drive customer lifetime value In this article, Mike Lee, Director of Customer Success at PublicInput, and Swati Chopra, Snr. Director of Customer Success, Support & Strategy at DocuSign, talk about why you need to optimize your onboarding process....
Members-only Membership content How to navigate a leadership transition in customer success A career transition can mean a multitude of things. It could mean moving into a leadership role i.e. going from a CSM to a Director of Customer Success. It could also mean joining an entirely different organization, and starting a CS function from scratch....
Members-only Membership content The strategy of customer onboarding Onboarding is one of the most important beginning stages after a sale that a customer can go through. It’s all about setting the right foundations and setting our customers and our businesses up for success....
Members-only Onboarding Developing a deeper connection with your customers At some point over these next few weeks or months, you WILL hear something like this on a virtual meeting or conference call with your customers. These statements are not a bad thing, and I believe it can be useful for the relationship-building part of our industry… let me explain....