Create onboarding playbooks based on segmentation - Deepstash
Create onboarding playbooks based on segmentation

Create onboarding playbooks based on segmentation

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).

17

87 reads

CURATED FROM

IDEAS CURATED BY

maricase

Advertising account executive

The idea is part of this collection:

Onboarding Matters

Learn more about business with this collection

How to create a successful onboarding process

Why onboarding is crucial for customer retention

How to measure the success of onboarding

Related collections

Similar ideas to Create onboarding playbooks based on segmentation

Setting Up A Playbook

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...

Read & Learn

20x Faster

without
deepstash

with
deepstash

with

deepstash

Personalized microlearning

100+ Learning Journeys

Access to 200,000+ ideas

Access to the mobile app

Unlimited idea saving

Unlimited history

Unlimited listening to ideas

Downloading & offline access

Supercharge your mind with one idea per day

Enter your email and spend 1 minute every day to learn something new.

Email

I agree to receive email updates