The Playbook - Deepstash

Bite-sized knowledge

to upgrade

your career

Ideas from books, articles & podcasts.

The Playbook

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 customers to improve their overall experience with the product.

An onboarding playbook is, similarly, the detailed sketch of the onboarding process and the time required to complete the same.  

With playbooks, you will get a real-time view of which customers are in which step of onboarding.

STASHED IN:

6

MORE IDEAS FROM THE SAME ARTICLE

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

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

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! 

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

110 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