Information for Generic Onboarding
A detailed overview of the information the CSM and customer need to research in order to prepare for generic onboarding. Information for Generic Onboarding
Customized Onboarding and Full Adoption Services
An explanation of the differences and similarities between customized onboarding and full adoption services and a review of the three choices for onboarding: generic, customized or fully bespoke. Customized Onboarding and Full Adoption Services Three Choices for Onboarding: Generic, Customized or Fully Bespoke
Selecting the Onboarding Model
A discussion on the four aspects of a customer initiative that influence the selection of an onboarding model, together with an overview of how to use the Onboarding Scoring Matrix, and advice on how to discuss onboarding with customer stakeholders. Four Influencers of Onboarding The Customer Onboarding Scoring Matrix Onboarding Discussions with the [...]
Onboarding Services at Your Company
A discussion on how to determine what type (or types) of onboarding service might be the right service to offer your own customers. Onboarding Services at Your Company
Selecting an Onboarding Service Model Part 2
Part 2 of 2. An overview of the customized onboarding service model. Using a Customized Onboarding Service Model
Selecting an Onboarding Service Model Part 1
Part 1 of 2. A discussion about how to select between generic or customized onboarding as the model to offer a customer, plus a more detailed overview of the generic onboarding service model. Selecting an Onboarding Service Model Using a Generic Onboarding Service Model
Onboarding Vs Adoption Vs Value Realization
An overview of the differences between onboarding, adoption and value realization phases within the Practical CSM Framework. Onboarding Vs Adoption Vs Value Realization
Why is Onboarding Important?
A discussion on why onboarding is important to get right from the perspectives of both customers and suppliers. Why is Onboarding Important?
What is “Onboarding”?
An explanation for what is meant by the term "onboarding" and a brief overview of what it includes. What is "Onboarding"?
Completing the Customer Success Proposal
Practical advice on how to create a customer success propsal for a customer engagement and how to present it to and use it with customer stakeholders Completing the Customer Success Proposal