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How To Get Customers Up and Running In 9 Easy Steps

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You’ve heard it over and over again: the first 90 days can make or break the relationship. If your onboarding program only includes product integration and training, you are missing out on a special opportunity.

You need to take onboarding to the next level – establishing great habits and a solid relationship from the start. From setting key milestones to reporting real engagement results, there are several ways to build a more comprehensive onboarding program for your customers.

Totango has created the Guide to Successful Customer Onboarding to help Customer Success teams build a more efficient and scalable onboarding program. This guide includes best practices developed over years of onboarding thousands of customers with Totango.

In this guide, you will find:

  • The right key performance indicators for onboarding
  • Best practices for product adoption campaigns
  • Tips to avoiding onboarding bottlenecks

Is there something your team or company does well in the onboarding stage? Tell us on Twitter @Totango. Make sure to check out the guide today!

Jill Rubin

Jill is a senior marketing and business development executive with experience leading successful teams in both large companies and startups. She has taken companies from early stage to strong revenue growth and propelled established businesses to industry leadership positions.

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