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 our video resources and supported by weekly onboarding strategy and learning sessions.
Below is a high level overview of what your onboarding will look like.
Executive discussion to align on your partnership goals and expectations.
45-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.
Customers will participate in weekly office hours with other customers who are in the same onboarding cycle. These sessions will be led by the Director of Success Services and will focus on:
Recap of the week's training content
Live demonstrations & best practices
Customer Q&A and troubleshooting
Peer-to-peer networking and knowledge sharing
Weekly Schedule:
Tuesdays 9:00am CST: Training Review & Use Cases
Thursdays 1:00pm CST: Training Review & Use Cases
Fridays 11:00am CST: Weekly AMA Session – Open discussion for any onboarding-related questions
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.