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Seamless Customer Onboarding for B2B SaaS

Reduce time to Onboarding and drive Product Adoption

Don’t leave Customer Onboarding to chance

Seeds of success are sown early. Studies have found that customers that survive and thrive in the first 30, 60 and 90 days, stick on for a very long time.

customer onboarding playbook card

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.

Testimonials

What our customers have to say about CustomerSuccessBox

Thiago Nascimento

Director of Customer Success

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

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