CSM Mastermind #17 - How do I execute a flawless onboarding experience for customers?

CSM Mastermind is a monthly, live online event that brings together CSMs from various backgrounds and industries to share their knowledge about common topics or challenges that CSMs face every day.

The next CSM Mastermind event, How do I execute a flawless onboarding experience for customers?, is scheduled for September 23rd at 11am PT / 2pm ET.

Join our panelists - Shari Srebnick, Head of Client Success US at Searchmetrics; Kristi Faltorusso, Vice President of Customer Success at Intellishift; and Yanira Sesniak, Senior Manager Customer Onboarding at Keap for a discussion on the practical ways you can execute a flawless onboarding experience such as:

  • How do you tailor the onboarding process to your customer to make it a more personalized experience?

  • Why is it so important to set and communicate expectations with your customers during the onboarding process?

  • How do you demonstrate the value of using your product to customers?

  • How do you ensure that your customer is achieving milestones throughout the onboarding process?

To add this event to your calendar, submit questions for the panelists, or join the live event, visit the CSM Mastermind section of the Learning Platform.