How can playbook help in Customer Onboarding - Deepstash

Bite-sized knowledge

to upgrade

your career

Ideas from books, articles & podcasts.

created 4 ideas

CUSTOMERSUCCESSBOX

How can playbook help in Customer Onboarding

How can playbook help in Customer Onboarding

customersuccessbox.com

STASHED IN:

61 reads

Some professionals argue that the onboarding process is not easy. Basically, it is easy. However, the process of perfect onboarding, where the customers are happy, is tough! 

When you make the onboarding experience smooth for the customer, they are most likely to continue with your brand fo...

A playbook is a series of time-bound activities. It is a detailed checklist or blueprint of steps prescribed by the Head of Customer Success (CS) which should be followed during the customer journey. 

Also, it contains the best practises that you must follow while dealing with your customer...

Setting Up A Playbook

While designing an onboarding playbook, you need to understand your existing onboarding process & divide it into various steps.

Once the steps are clearly defined, they can be categorised into either of the following elements. The onboarding playbook, typically, consists of:

  • T...

Identifying The Process

When you design the onboarding playbook, you need to identify if the process is:-

  • Low-touch Onboarding- It is mostly self-served.
  • Medium-touch Onboarding- It needs the involvement of CSMs/Implementation Managers.
  • High-touch Onboarding- It relies heavily on the invol...

React

Comment

MORE LIKE THIS

created 6 ideas

Effective customer onboarding is vital in a SaaS business as it helps to educate customers on using the product and help them see the value. An onboarding checklist can help to set customers up for success.

React

Comment

73 reads

It's time to

READ

LIKE

A PRO!

Jump-start your

reading habits

, gather your

knowledge

,

remember what you read

and stay ahead of the crowd!

Takes just 5 minutes a day.


TRY THE DEEPSTASH APP

+2M Installs

4.7 App Score