The Brief

Welcome to your first week!

You’re a new Customer Success Manager and you are given your first new client whom just purchased a business subscription. To properly onboard them, you will first need to accomplish a few things...

You will solve the following:


New client sales handoff

The sales team has sold your software to a new client has brought. With any handoff, you want to make sure it's easy and seamless for the client.


Create a Kickoff Agenda

Set the tone for your relationship with your first client


Solving Implementation Roadblocks

It’s time to build the implementation plan to onboard the customer by breaking down the specific tasks to ensure they are set up for success.

Let's dive in