Onboarding and Adoption Best Practices for Customer Success Management

Offered By: LinkedIn Learning

Course Description

Overview

Onboarding and adoption are two of the essential activities for new customers that CSMs are responsible for. This course explains how to guide a customer through these stages.

Syllabus

1. The Customer Onboarding Process

Overview
What is onboarding?
Why is onboarding important?
Onboarding vs. adoption vs. value realization
Selecting an onboarding service model: Part 1
Selecting an onboarding service model: Part 2
Managing the onboarding process

2. The Customer Adoption Process

Adoption fundamentals
Knowledge, skills, and attitude (KSA) concepts
Directly and indirectly impacted users
Adoption implementation roles
Project management principles and best practices

Taught by

PracticalCSM

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