Welcome to the Challenge

Transition Your First Customer

Applicable Roles

  • Customer Success

Est. Time

10 min.

Level

All Skill Levels

Successfully try on what it's like to transition a new customer who newly signed up for your product.

In this challenge you will practice these skills:

Experience these core responsibilities:

1

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.

2

Create a Kickoff Agenda

Set the tone for your relationship with your first client

3

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.

Hosted & created by:

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