Onboard New Customers for Loyalty, Engagement, and Expansion

Developing a successful customer onboarding process is essential to maximizing business value. It ensures you focus on building loyalty, engagement, and expansion from the very first moment your customer decides to buy from you. In this course, learn key onboarding strategies from sales expert Robbie Kellman Baxter. Find out how to design a customer onboarding structure targeted at a specific customer segment. Learn the basics of applying key metrics to measure onboarding effectiveness, investing in customer success, and collaborating with other teams in sales, product, and account management. Along the way, Robbie shows you how to troubleshoot a handful of common onboarding challenges, such as managing reluctant users, navigating "oversales," prioritizing the customer experience, and more.