Customer Success & Onboarding

Duration10'

No. of mini-lessons4

ResourcesTakeaway Tasks

Duration 10'

No. of mini-lessons 4

Resources Takeaway Tasks

Course overview

Successfully onboarding customers takes time, but an effective onboarding process can make the difference between a strong relationship that lasts years and having a customer considering jumping ship before your journey together has even begun.

When onboarding is done the right way, a customer feels supported and valued, and is more likely to stay loyal. Perhaps they’ll even promote the company to others. Understanding how to facilitate this process will enhance both the professional and personal skills of your employees by developing their problem-solving ability and empathy. It’ll also highlight ways to promote long-term relationships with others.

What's covered

The structured onboarding process and its impact

Approaches for proactive engagement to help achieve customer needs and goals

How to identify opportunities for post-onboarding support

Why your teams need this course

All the effort put into acquiring a new customer can go to waste if your onboarding process doesn’t go smoothly. This course will not only allow your employees to describe the structured onboarding process and its impact, but also suggest approaches for proactive engagement to help achieve customer needs and goals. This training is aimed at those who already have the foundations of Customer Success knowledge and want to improve on their skill set.

CPD Member

Accredited by CPD

TalentLibrary is recognized as reaching the standards and benchmarks required by the Continuing Professional Development (CPD) Certification Service.

The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.