Ready to transform your customer onboarding from a series of disconnected tasks into a powerful, end-to-end engine for adoption, value, and growth? This beginner-friendly webinar breaks down the entire full-cycle implementation and onboarding process—from the moment Sales hands off a new customer to the moments when they first recognize ROI and beyond.

You'll learn how to build a scalable, repeatable journey that creates confidence, clarity, and momentum at every stage. We’ll walk through the foundational milestones—including client readiness scoring, kickoff design, mutual planning, goal alignment, phased deployments, training paths, and post-launch adoption activities—so you understand not just what to do, but why each step meaningfully impacts customer success.

Whether you're new to Implementation, Customer Success, or Onboarding—or you're building your first structured process—this session delivers the essentials you need to create a world-class experience that reduces churn, accelerates Time to Value, unlocks cross-sell opportunities, and ensures your customers achieve measurable success.

Join us and leave with a complete blueprint for:

  • A smooth and strategic Sales → Onboarding handoff
  • Structuring kickoff conversations that set expectations, goals, and TTV targets
  • Capturing deep environmental knowledge to uncover cross-sell opportunities
  • Building mutual plans that drive joint accountability
  • Running pre-mortems that eliminate risks before they become problems
  • Executing implementation, deployment, training, and launch phases with clarity
  • Driving post-launch adoption, optimization, and early ROI recognition

This is your roadmap to delivering onboarding the right way—end-to-end, measurable, and high-impact.
 

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