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Product ID: 406097
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Onboard New Customers to Maximize Their Lifetime Value

Live Webinar
July 13, 2020
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour
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Create a List of Engagement To-Do's Early on in the Relationship
  • At the Time of Sale/Engagement
  • By the End of the First Week
  • At the End of the First Month
Confirm All the Customer Key Contacts
  • User(s)
  • Purchasers
  • Decision Makers
  • Influencers
Best Practices
  • Truly Understand Your Customers: The 5 Needs All Humans Possess; Maslow's Hierarchy
  • Set Clear Expectations Throughout the Relationship
  • Show Value Every Step of the Way
  • Maintain Constant Communication
  • Create Customer Driven Goals
  • Always Strive to Exceed Expectations
  • Measure How You're Doing Serving Them – Use Net Promoter Scores and Customer Journey Analytics
The Customer Onboarding Checklist
New Customer Welcome Kit
Onboarding Our Time Together Checklist
Training Resources Repository
Onboard Hand-off Plan: From Onboard Specialists to Account Management Team


Live Webinar$99Register Now