Vitally asked five Customer Success leaders for their best tips on nailing the onboarding process and putting customers on the fast-track to success.

Skip to:

• 00:00 Intro
• ‍00:13 Have a well-defined purchase objective and align with the customer on TTV
• ‍01:40 Build a process to automate onboarding for every customer
• ‍02:37 Create the success plan before you start onboarding
• ‍03:31 Fully understand the problems the customer is trying to solve
• ‍04:19 Be well-prepared to make a great first impression

Featured in this episode:

• Kristen Gray Psychas / Sr. Customer Success Manager at Banzai
• Tyler Diderich / Manager of Customer Success Engineering at runZero
• Annie Dean / CEO and CoFounder at RecastSuccess
• Ed Porter / Fractional Chief Revenue Officer and Owner at Blue Chip CRO
• Ashna Patel / Manager of Customer Success at Ascent Cloud

For more expert guidance on the topic of B2B customer onboarding, we recommend...

• The Vitally Guide to New Customer Onboarding (With Expert Insights)
• 8 Customer Success Templates for Effective Onboarding Processes

To catch future episodes of One Vital Question, subscribe to Vitally on YouTube: @vitally_io