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Onboarding Scoring Matrix

Download This resource provides an onboarding scoring matrix used to quickly estimate the likely complexity of a customer onboarding initiative. The tool allows Customer Success teams to score key factors such as solution complexity, required customization, adoption needs, and customer maturity. The combined score produces a simple indicator of onboarding complexity, helping teams determine [...]

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 [...]