On building early onboarding teams, resource allocation, and delinquent customers

Join us on a journey of knowledge and connection with The Ascent, where we scale new heights in the world of customer success, professional services, onboarding, and implementation. In each edition, we bring you three exclusive insights from our Preflight community leaders, unraveling the strategies and wisdom that drive success in the post-sales space.

Insight #1: Building early customer onboarding and implementation teams

Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.

Dive into this exclusive Preflight Conversation featuring insights from industry experts. Key takeaways include developing in-depth product knowledge, providing hands-on guidance, streamlining the onboarding process, fostering collaboration between teams, prioritizing customer readiness, and regularly refining onboarding processes. Learn more.?

Insight #2: Resource allocation for long implementation cycles

Efficient resource allocation during longer implementation cycles is vital for complex products. Learn how to overcome challenges and minimize inefficiencies with insights from the Preflight Community.

Explore scenarios of merging roles, understand role expectations, and get expert recommendations on navigating the overlap between implementation managers and Customer Success Managers (CSMs). Whether your organization is in its early stages or is mature, this article offers valuable perspectives on optimizing resources for successful implementations. Read more.

Insight #3: Delinquent customers in onboarding

Unresponsive customers pose a risk of long-term churn. Learn about stalled account playbooks, re-engagement analysis, and the nuanced reasons behind customer stalls. Navigate the complexities of onboarding, understand the importance of timely handoffs to Customer Success Managers, and gain actionable insights to enhance customer engagement. Read the full piece here.

Join the Preflight Community to delve deeper into these insightful discussions, learn from global leaders, and actively contribute to the conversation. Preflight is a vibrant community of over 3000 leaders and practitioners in customer onboarding, implementations, and Professional Services. ???

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