Strong customer relationships are hardly built on assumptions. Yet, making assumptions about what customers already know, understand, and expect is one of the easiest ways to get off on the wrong foot.  To avoid confusion, it helps to make clear what we’re talking about when we talk about “onboarding.” One of the most blurred lines we see in the Customer Success (CS) space is the line between Customer Onboarding, Company Onboarding, and User Onboarding.

The Definitive Guide to Customer Onboarding

We've compiled a list of ready-to-use Customer Onboarding assets to ensure you
have a rock-solid foundation to wow your customers the moment they begin
onboarding.

Customer Onboarding Launch Kit

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Sales teams love to share customer stories with leads, but they often need to take the form of just one slide in a deck. In this post, we’ll look at 4 slide examples you can take inspiration from when creating your own slides.

Can you tell a full customer story in just one slide?

<h3>Shake things up and explore your options.</h3>Advocacy Vendor Speed Dating is back with a bang, and the fourth edition of the most unique B2B advocacy event out there couldn't be more timely.The practice is changing: Lifecycle, AI, data points, and scale are the steamy topics of the hour. Do you have the partners you need to take your customer engagement strategy to the next level of practice maturity?We're hosting&nbsp;16 advocacy-focused vendors,&nbsp;ranging from full-fledged platform offerings to program enhancers, as they showcase how their platforms will take customer collaboration to the next level. They'll be pulling back the curtain on their newest features and functionality and sharing future plans for how they'll be getting even sexier in the future (oo-lah-lah!).&nbsp;

Advocacy Vendor Speed Dating Customer Tell all Edition

Join us for our May edition of CustomerX ExpertXChange with Brittany Steinke from Payscale.In this ExpertXChange, we'll delve into the critical topic of securing buy-in from other teams within your organization. Brittany will discuss effective strategies for fostering collaboration, building consensus, and overcoming resistance to drive success across departments. From aligning goals and objectives to communicating value effectively, this session will provide actionable insights to help attendees navigate internal dynamics and achieve their goals.Brittany will be diving deeper into this topic at CustomerXCon 2024 in an interactive workshop. Be sure to check out the agenda today!

CustomerX ExpertXchange - Change Management with Brittany Steinke

Please join us for an evening of networking, learning, and celebrating on Tuesday, June 4, from 5pm-8pm.Rod Cherkas, the author of the recently released book REACH: A Framework for Expanding Revenue from Your Existing Customers, will be moderating a panel discussion with Customer Success and Customer Marketing leaders.They will have an engaging dialog where you will learn about important trends:<ol><li data-list="ordered">The growing collaboration between Customer Marketers, Lifecycle Marketers, and CS teams</li><li data-list="ordered">The importance of developing a digital strategy that is impactful, efficient, and well-designed</li><li data-list="ordered">The expectation that CS teams more consistently contribute to expansion revenue growth</li></ol>Rod will also give out signed copies of his book to all attendees to celebrate the launch of the REACH Framework™, a tool purpose-built for Customer Success and Account Management teams.&nbsp;The event is generously hosted by SlapFive, the CustomerX Community … and Rod. We hope you can join us in early June!

Boston CustomerX Meetup - Panel Discussion: Framework for Expanding Revenue from Customers

The ONLY conference designed by CustomerX Pros, for CustomerX pros in:<ol><li data-list="bullet">Customer Marketing</li><li data-list="bullet">Customer Advocacy</li><li data-list="bullet">Customer Success</li><li data-list="bullet">Customer Experience</li><li data-list="bullet">﻿Customer References</li></ol>The theme for 2024 is Take it to the Top - aim for the highest level of success, impact, value and bring the role of CustomerX Professionals to the TOP!

CustomerXCon 2024

Join us for an insightful Group Therapy webinar where we dive into the pivotal connection between Advocacy and Onboarding. In the world of customer success, the synergy between these two elements is not just crucial—it's transformative. Advocacy and Onboarding should go hand in hand, and we're here to show you why. The foundation of a lasting customer relationship is laid during those critical onboarding moments. Uncover the secrets to converting initial engagements into sustained value that resonates with your customers. Learn from industry experts who have mastered the delicate balance of onboarding excellence and renewal success. Satisfied customers naturally become your biggest advocates, amplifying the positive impact of your brand. Discover strategies to boost the likelihood of advocacy through seamless onboarding experiences. Join us to hear firsthand from seasoned professionals in the Customer Onboarding space who share a profound passion for advocacy. Don't miss out—reserve your spot today on the therapy couch.

Group Therapy for Customer Marketers - Mastering the Art of Seamless Onboarding for Sustained Value, Renewals, and Advocacy!

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