UPCOMING WEBINAR

Client Onboarding Series Part 3: The Onboarding Checklist Paradox

Date & Time: 7/16/2026 @ 1:00 P.M. CST

Description:

Your customers are checking every box — and still churning. The problem isn't your process. It's what you're measuring. Why checklists drive completion — but not always value. And what to do instead.

You'll Learn:

  • The neuroscience of completion: why checklists feel good but mislead teams
  • Case study: 95% checklist completion — and 40% churn. What went wrong?
  • Activity milestones vs. value milestones: a practical distinction
  • Progressive disclosure: revealing product complexity when customers are ready
  • Empty state design as onboarding — the most underrated moment in your product
  • The 'aha moment' map: connecting product events to measurable business value

Attendees will distinguish between task completion and value realization, and redesign at least one existing milestone around a meaningful outcome rather than an activity.

Date & Time: 7/16/2026 @ 1:00 CST

Reserve your spot now in the form below  —
Can't make it? Register and we will send you the recording!
Customer Onboarding for SaaS Platforms
UPCOMING WEBINAR

Client Onboarding Series Part 4: Designing Your Hybrid Onboarding Blueprint

Date & Time: 7/29/2026 @ 1:00 P.M. CST

Description:

Everything from the past four sessions comes together in one working session. Leave with a real blueprint — not just ideas. How to architect a complete hybrid onboarding system — connecting your digital layer, human triggers, and milestone framework into one cohesive journey.

You'll Learn:

  • The blueprint framework: five layers of a complete hybrid onboarding system
  • Connecting intervention triggers (Session 2) to value milestones (Session 3)
  • Building the feedback loop: product data → CSM action → onboarding design improvement
  • Who owns the self-serve layer? Resolving the CS vs. Product vs. Marketing tension
  • The evolving hybrid CSM role: orchestrating digital journeys, not just running calls
  • Live blueprint workshop: attendees map their own system with guided prompts
  • Series wrap-up: the Maturity Model revisited — where will you be in 90 days?

Attendees will leave with a first draft of their own hybrid onboarding blueprint, integrating insights from all three prior sessions into a connected, actionable system design.

Date & Time: 7/29/2026 @ 1:00 CST

Reserve your spot now in the form below  —
Can't make it? Register and we will send you the recording!

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