Segment your customers based on common traits and define every segment's ideal customer onboarding journey.
Create a playbook and automate the process. A playbook is a detailed checklist of steps that should be followed in the customer journey. It consists of tasks and timelines for the customer and the Customer Success Manager (CSM).
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How to create a successful onboarding process
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Similar ideas to Create onboarding playbooks based on segmentation
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:
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