Let's start by bookmarking this onboarding website 

In advance of the Kickoff Call, please complete our New Customer Survey

Have your CRM Admin verify that your instance contains all of the required fields in the required formats to ensure a successful integration - Requirement Details

Watch the ClientSuccess admin overview video in advance of the Onboarding Kickoff meeting

Bookmark the ClientSuccess Help Center.

Establish your onboarding cadence with your Onboarding CSM.

Verify and confirm that your goals and KPIs captured in the Partnership Kickoff meeting are accurate and should be tracked in ClientSuccess.

Download a copy of The Platform Design Workbook and share it with your Onboarding Manager

Download a copy of your Weekly Onboarding Tracker and share it with your Onboarding Manager

Log into and bookmark our customer community, CS Connect

Send any of your pre-designed Customer Success program materials to your CSM - Your customer journey/lifecycle, playbooks, healthscore, customer segment criteria, engagement requirements etc.

Review our native integrations to see what we have and what you'll need. Make a list of all of your required platform integrations with your CSM; they will align with you on how these integrations and data flows will be configured.

Review the onboarding website in detail and prepare any questions you might have for your CSM to discuss in your Onboarding Kickoff.

Watch and/or register for our ClientSuccess CS Leadership Bootcamp Series led by our very own CCO, Kristi Faltorusso.

Review our Template library to see if there are resources or assets that might be helpful for you.

Follow ClientSuccess on LinkedIn to stay current on events, webinars, industry trends and more.

Connect with your Onboarding CSM on LinkedIn.

Browse our pre-recorded webinars to find useful insights from Customer Success thought leaders.

Check out our ClientSuccess Annual Industry Events - CSMSummit for Individual Contributors and CS100 for Customer Success Leaders.