Customer Success Foundations: Onboarding Best Practices

Using Customer Success Plans, Smooth Handoffs, and Playbooks to Achieve Onboarding Success and Drive Customer Value
4.22 (144 reviews)
Udemy
platform
English
language
Sales
category
Customer Success Foundations: Onboarding Best Practices
524
students
1 hour
content
Jun 2023
last update
$59.99
regular price

Why take this course?

🎓 Customer Success Foundations: Onboarding Best Practices by LIFTu | liftu.org

🛠️ Course Headline: Using Customer Success Plans, Smooth Handoffs, and Playbooks to Achieve Onboarding Success and Drive Customer Value


👀 Course Description: Are you looking to elevate your Customer Success process? Whether you're a novice in the field, building a new practice from scratch, or a seasoned professional seeking to refine your approach, this course is your gateway to mastering onboarding best practices.

📚 What You Will Learn:

  • Define Customer Success: Understand what success means to your customers and learn how to achieve it effectively.
  • Craft Plans and Playbooks: Develop onboarding plans and playbooks that will streamline your process, making it both efficient and focused on the customer's needs.
  • Collaborate Effectively: Discover the importance of synergy between the Sales and Customer Success teams to foster strong customer relationships.

🚀 Why Customer Success Matters:

Customer Success is no longer a luxury but a cornerstone for companies aiming to build robust, lasting customer relationships. By investing in these practices now, you're setting the stage for a future-proofed approach to customer engagement and retention. This course will equip you with the strategies necessary to reduce churn, increase Net Recurring Revenue (NRR), and position your company as a leader in customer satisfaction.

🛠️ Practical Learning with Real-World Application:

This course is not just theoretical; it's packed with hands-on activities that will help you apply what you learn directly to your onboarding process. Expect to engage in exercises such as:

  • Creating a Customer Success Plan
  • Perfecting your meeting presentation skills
  • Drafting the outline for an effective onboarding playbook

🧠 Real-World Experience and Community Insights:

With over four years of dedicated experience in Customer Success, I've leveraged both community knowledge and personal experimentation to build and refine successful practices. This course draws from that wealth of experience to provide you with actionable insights. Plus, we'll keep the content fresh and current by regularly updating it with new information and resources.

🚀 For Every Stage of Your Customer Success Journey:

No matter your familiarity with Customer Success or onboarding, this course will serve as a foundation for innovation and excellence in your practice. It's designed to be accessible yet comprehensive, ensuring that you can apply these best practices immediately and build upon them over time.

💡 Take the Next Step:

Embark on your Customer Success journey with confidence. This course is your opportunity to learn, grow, and lead in customer engagement. Join us and transform your approach to onboarding and beyond!


Ready to master onboarding best practices? Enroll in "Customer Success Foundations: Onboarding Best Practices" today and start building a more successful future for your customers and your company! 🌟

Course Gallery

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5026760
udemy ID
15/12/2022
course created date
05/07/2023
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