Customer Onboarding Implementation Journey
Imagine being a new customer with a large implementation ahead of you, or an existing customer that has requested a large-scale project, and the entirety of the process, from SoW to close out, isn’t buttoned up. It would leave you questioning whether the vendor you invested in was the right choice… the right partner.
From internal and external transitions, to project planning, to communication, and an overall streamlined workflow, how well these parts flow through a journey are crucial, and we can help! We know, first-hand, the power behind a well-orchestrated journey and just what kind of impact it will leave on your customers (with high CSAT scores to prove it).
We have developed a repeatable Customer Onboarding Implementation Journey that includes over 20 templates for you to use in not just the development of your own journey, but also the during the life of it as well. Templates include (but are not limited to):
The Onboarding Template to create your own journey
The Handbook that will provide all of your internal users with a guide on how to use the journey
A spreadsheet with a list of templates to use throughout the journey
An intro pitch deck to use when pitching this program to execs
Communication templates
Sample meeting agendas
Meeting decks
CSAT survey templates
And more
Not ready to buy yet? Read my LinkedIn Article on how to get started building your own journey.
Imagine being a new customer with a large implementation ahead of you, or an existing customer that has requested a large-scale project, and the entirety of the process, from SoW to close out, isn’t buttoned up. It would leave you questioning whether the vendor you invested in was the right choice… the right partner.
From internal and external transitions, to project planning, to communication, and an overall streamlined workflow, how well these parts flow through a journey are crucial, and we can help! We know, first-hand, the power behind a well-orchestrated journey and just what kind of impact it will leave on your customers (with high CSAT scores to prove it).
We have developed a repeatable Customer Onboarding Implementation Journey that includes over 20 templates for you to use in not just the development of your own journey, but also the during the life of it as well. Templates include (but are not limited to):
The Onboarding Template to create your own journey
The Handbook that will provide all of your internal users with a guide on how to use the journey
A spreadsheet with a list of templates to use throughout the journey
An intro pitch deck to use when pitching this program to execs
Communication templates
Sample meeting agendas
Meeting decks
CSAT survey templates
And more
Not ready to buy yet? Read my LinkedIn Article on how to get started building your own journey.
Imagine being a new customer with a large implementation ahead of you, or an existing customer that has requested a large-scale project, and the entirety of the process, from SoW to close out, isn’t buttoned up. It would leave you questioning whether the vendor you invested in was the right choice… the right partner.
From internal and external transitions, to project planning, to communication, and an overall streamlined workflow, how well these parts flow through a journey are crucial, and we can help! We know, first-hand, the power behind a well-orchestrated journey and just what kind of impact it will leave on your customers (with high CSAT scores to prove it).
We have developed a repeatable Customer Onboarding Implementation Journey that includes over 20 templates for you to use in not just the development of your own journey, but also the during the life of it as well. Templates include (but are not limited to):
The Onboarding Template to create your own journey
The Handbook that will provide all of your internal users with a guide on how to use the journey
A spreadsheet with a list of templates to use throughout the journey
An intro pitch deck to use when pitching this program to execs
Communication templates
Sample meeting agendas
Meeting decks
CSAT survey templates
And more
Not ready to buy yet? Read my LinkedIn Article on how to get started building your own journey.
