The fundamentals of customer onboarding

Onboarding greets us in new jobs, schools, apps, and devices. This process of training and orientation enables smooth transitions. But what makes for quality customer onboarding? Let’s explore the art and science behind integrations that stick.

An onboarding checklist is your dream ticket to ensuring a consistent, smooth, and standardized process that doesn’t miss a beat.

Onboarding new customers are one of the activities a Customer Success Manager (CSM) has to do with varying degrees of regularity.