Successful Customer Onboarding
01
Identify Key Performance Indicators for Onboarding
02
Put the Right Processes in Place
03
Get Visibility Into Customer Status
04
Complete Key Milestones Within a Desired Timeframe
05
Create Just the Right Program to Drive Adoption
06
Analyze Bottleneck Reports
07
Create a Usage Report and Adoption List
08
Measure Onboarding Results
09
Perform Regular Check-ins with Customers
Successful renewals & Upsells
01
Motivations for Renewal
03
Getting Customers to Renew
03
Expanding the Relationship with Upsell
