Register Online - Add to Cart
Product ID: 397915EAU

Customer Onboarding Best Practices

OnDemand Webinar (84 minutes)

Understand the how-tos of onboarding to create a lasting relationship with your most important customers.

Many companies do not provide an orientation to new customers. This results in customer confusion, lack of customer activation, and eventually leads to customer attrition and negative word of mouth, which can damage a company's value proposition. This topic will help you understand the secrets of successful onboarding, and how to work with marketing and customer operations to design and implement an effective onboarding program. We will explain the how-tos of designing a customer onboarding process and will provide you with helpful tips to ramp up your customer onboarding initiative quickly.


Art Hall, Alvarez & Marsal


Why Is Customer Experience the New Strategic Differentiator?

• The Shift Toward Customer Authenticity and Trust

What Is Customer Onboarding?

• The Tension Between the Cost of Client Acquisition and Client Loyalty

• The Approach to Structuring an Effective Key Account Plan for Business Development

• Critical Steps to an Effective B2B Customer Onboarding Process

Operationalizing Customer Onboarding

• The Interrelationship Between Solution Architects and Customer Success Managers

• Avoiding the Potholes - Tips for Successful Implementation