Customer Onboarding

The State of Customer Onboarding

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What is a customer playbook?

A customer onboarding playbook is a comprehensive reference guide that clearly outlines the protocols, phases, and requirements of the onboarding process for all stakeholders. It’s sometimes referred to as a customer success playbook.


It defines each step of the onboarding process and offers detailed guidelines for teams to follow.

It also helps teams identify best practices for refining and improving client onboarding processes.

FAQs

Do you have a start-up discount?
Do I need to pay for users on my client/customer side?
Can I have another week of trial?
Can I pay per project rather than per user?

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