We are excited to get you onboarded onto the ClientSuccess platform and to help you and your team drive more value for your customers! This onboarding site is designed to help you get the ClientSuccess basics set up in just 6 weeks with the help of your Onboarding CSM who will guide you and your team with weekly 50 minute strategy and learning sessions.
Below is a high level overview of what your onboarding will look like.
Let's Get Aligned!
Executive discussion to align on your partnership goals and expectations.
30-min discussion with your CSM to facilitate introductions, align on your business needs and goals, expectations and the onboarding program.
Get your CRM data - Customers and Contacts - into ClientSuccess.
Establish your customer segments, custom fields and tag management.
Build your customer health framework with SuccessScore and Pulse.
Operationalize your process with SuccessCycles, automations, and alerts.
Set up Revenue Manager to start managing renewals, expansions and upsells.
Configure your reporting segments for ClientGrid and ContactGrid.
Audit your deployment of ClientSuccess against best in class configuration.
Ensure proper adoption of ClientSuccess with end user training and enablement.
Now that you have an overview of the onboarding program at ClientSuccess, it's time to get started. Your next step is to go through the ClientSuccess checklist which will walk you through all of the steps you'll need to complete before getting started. Remember that onboarding requires your full participation so completing these steps is critical to move forward.