Post by account_disabled on Jan 8, 2024 6:27:06 GMT
Activation I just talked about an active customer, but I still didn't explain what that is, right? Well, during a potential client and, finally, when they sign the contract, they are a de facto client. When the client is already in your base, it will be essential to ensure that he does not leave and, for that, it is necessary to help him take the first steps as your client so that you lead him to success. This will activate it, ensuring that it is not just a customer who went from sales to Customer Success, but a customer who has already reached the first value and is ready to take the next steps using your product or service, with the help, of course, of the person in charge.
On your own in your company. Milestones It is important to define Special Data which frameworks will be accompanied during the client's onboarding, guaranteeing that the client is on the right path to success. These “checkpoints” must be drawn keeping in mind the answer to the initial question for their definition. What is success for your client? Only in this way will you be able to guarantee customer satisfaction, engagement and, mainly, the result of your product or service. To obtain this information, you will need to remember what the client's expected result is from hiring it, and how its results are measured. You will need to make it clear to the client that to achieve the expected result.
They will need to trace a route guided by these milestones, completing each step with your help. From this, it will be possible to guide not only the work of your team, but also align in even more precise ways the client's expectations in relation to the onboarding process. At the moment in which the first value is achieved in relation to what cannot be achieved, the client will need an ongoing and thus be motivated to continue, finally, with the Customer Success Manager. Metrics By defining your onboarding process and having a well. trained and aligned team, you will need to have metrics to measure the results of onboarding in your company.
On your own in your company. Milestones It is important to define Special Data which frameworks will be accompanied during the client's onboarding, guaranteeing that the client is on the right path to success. These “checkpoints” must be drawn keeping in mind the answer to the initial question for their definition. What is success for your client? Only in this way will you be able to guarantee customer satisfaction, engagement and, mainly, the result of your product or service. To obtain this information, you will need to remember what the client's expected result is from hiring it, and how its results are measured. You will need to make it clear to the client that to achieve the expected result.
They will need to trace a route guided by these milestones, completing each step with your help. From this, it will be possible to guide not only the work of your team, but also align in even more precise ways the client's expectations in relation to the onboarding process. At the moment in which the first value is achieved in relation to what cannot be achieved, the client will need an ongoing and thus be motivated to continue, finally, with the Customer Success Manager. Metrics By defining your onboarding process and having a well. trained and aligned team, you will need to have metrics to measure the results of onboarding in your company.