WBD Customer Success Onboarding
The onboarding process provides a unique opportunity to develop a deep relationship with your client.
This blueprint shows the possible paths to develop this relationship, how to identify them, and how to ensure you team leverages opportunities. In this case, we have identified a series of three actions critical to deepening engagement with the client:Hand-off, Redo, and Kick-off.
Pro tip: Open layers in the dock on the right-hand side. Turn layers on or off according to what best fits your use case.
Most relevant during:
PMF phase
GTM Fit phase
Scale phase
Most relevant for:
ACVs < $15K
ACVs $15K-$50K
ACVs > $50K
