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...
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.
Prepare for new customer kickoff
First impressions are everything! You’re preparing for your kickoff call with your new client. This call will set the tone for your relationship.
Build an implementation plan
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.