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

PracticalCSM2022-10-12T21:15:43+01:00Categories: Level 2, Phase 3: Onboarding|Tags: data preparation, generic, information, onboarding, phase 3, phase three, prepare, Research|

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

PracticalCSM2022-10-12T21:15:00+01:00Categories: Level 2, Phase 3: Onboarding|Tags: customised, customized, difference, generic, Model, onboarding, phase 3, phase three, selecting, similarities|

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

PracticalCSM2022-10-12T21:11:43+01:00Categories: Level 2, Phase 3: Onboarding|Tags: customised, customized, fundamentals, generic, onboarding, phase 3, phase three, selecting|