skip to Main Content

Onboard Customers with faster time to value.

CustomerSuccessBox advanced onboarding playbook monitors product adoption automatically and moves the account forward in the onboarding journey. You guide customer when they are stuck. It helps you lowers your effort while bring more effective and reduces time to value for your customers.

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

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

Customer Onboarding Playbook

Onboard customers with time-bound success plays

Onboarding Task

Create, manage and assign tasks to achieve customer onboarding

Business Outcome

Define goals and lead cutomers through a planned onboarding journey

Product Adoption Milestone

Know when an early value milestone is achieved

Customer Onboarding Journey

Take customers through a planned onboarding journey


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


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


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


What our customers have to say about CustomerSuccessBox

CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances

Antony Lipman Head of Client Success

We chose CustomerSuccessBox because it streamlined our Onboarding process and now we exactly know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing the CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months

Karin Chief Customer Success Officer

CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.

Gustavo Bianco Head of Customer Success

Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.

Thiago Nascimento Director of Customer Success

We chose CustomerSuccessBox primarily because it covers all the use cases that we needed for our Customer Success. Customer success affects the expansion of our business and customer satisfaction.

Sergey Sundukovskiy CTO/CPO, Co-founder

Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.

Enrique Novomisky Co-founder, WoowUp
Enrique Novomisky

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

Get Your Free Copy

Back To Top