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On-demand Webinar

How to Onboard Customers Remotely

  • 25-Jun-2021
  • 09:30:00 Pacific Time

Webinar presented by:

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Why Attend:

Customers come in all shapes and sizes and their Onboarding needs to be aligned to their needs. Remote Onboarding is the perfect solution to managing the global Covid -19 lockdown restrictions. But you cannot leave every customer to pure tech touch. Especially customers who are paying $10K- 100K ACV(Average Contract value) per year, given the challenges of the underlying problem your SaaS is solving for them. Onboarding remotely requires a different approach and mindset.

So how do you approach this customer? Especially how do you handle onboarding a customer paying you tens of thousands of dollars? What strategies do we use, what tools, what playbooks when to offer help, training, and guidance? When to intervene and most importantly what touchpoints to automate and which ones to keep CSM guided.

Join us to discuss onboarding customers remotely on this webinar.


Learn the right strategy and approach to Onboarding customers remotely.


Puneet Kataria is the Founder & CEO of CustomerSuccessBox and recognized by LinkedIn as a Global Top Voice. In his previous avatar, he was VP at a B2B SaaS company, Kayako, where he inherited more than ten thousand live accounts and was tasked to plug the leaky bucket. Five years later, that translated into an obsession to fix the leak for every B2B SaaS and he started CustomerSuccessBox. In over 16 years of professional experience, he has also held leadership positions at ThoughtWorks, IBM and Telelogic.

Thanks to The CustomerSuccessAssociation for publicizing this event.

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