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Onboard Customers with faster time to value.

CustomerSuccessBox advanced onboarding playbook monitors product adoption automatically and moves the account forward in the onboarding journey. We reduce time to value for your customers

SPEAK TO ONBOARDING EXPERT


Turn every Customer Onboarding into Successful Onboarding, Go Live in Time

Customer Onboarding cannot be marked ‘Successful’ by simply checking off product training tasks or sending a step by step onboarding guide. Those can be the ingredients, but is not the full recipe. Successful Customer Onboarding makes your customer GO LIVE. Ensuring customer adopt and use your product. It is about delivering the early value and outcomes your product promised.

Successful Customer Onboarding is not just finishing onboarding in time. But also measuring its effectiveness. CustomerSuccessBox onboarding playbooks bring together (#1) Success Plan,  (#2) Product Adoption and (#3) Business Outcome management all in single playbook to give you a true picture of each customer onboarding journey.

✅ Success Plan + ✅ Product Adoption + ✅ Business Outcome = 🙂 Successful Customer Onboarding

customer onboarding playbook card

We help you create the Best Onboarding Experience

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Drive and Track Product Adoption

Onboard customers with time-bound success plays

Create, manage and assign tasks to achieve customer onboarding

Define goals and lead cutomers through a planned onboarding journey

Know when an early value milestone is achieved

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Customer Onboarding Playbook

Onboard customers with time-bound success plays

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Onboarding Task

Create, manage and assign tasks to achieve customer onboarding

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Business Outcome

Define goals and lead cutomers through a planned onboarding journey

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Product Adoption Milestone

Know when an early value milestone is achieved

Customer Onboarding Journey

Take customers through a planned onboarding journey

Goals

Define customer onboarding goals at the account level to track true product adoption.

Milestone

Configure the product adoption journey and track your customers’ progress on the path to value.

Tasks

Create and manage tasks to achieve customer onboarding goals for each account.

Customer Onboarding Framework for B2B SaaS

This guide will help you design a complete customer onboarding framework and help you reduce your onboarding time by up to 50%.

Customer onboarding = Value delivered

  • Create a Step-by-Step Onboarding Process
  • Deliver consistent onboarding experience
  • Drive Product Adoption
  • Measure Onboarding Success

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Customer Onboarding made Easy

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