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Transform Customer Onboarding with These Practical Steps
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Do your customers keep getting stuck in onboarding purgatory?
After this session with Kristi Faltorusso, you will learn the key steps that will transform your onboarding experience. Whether you're struggling with long onboarding times or looking for practical, scalable solutions, Kristi shares strategies that have driven success at Client Success and beyond.
Click here to watch the interview on YouTube!
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- How to identify gaps in your onboarding process and reduce time-to-value
- Practical tips on creating onboarding content that scales
- Strategies to build a seamless onboarding framework tailored to customer needs
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Kristi Faltorusso, an award-winning Customer Success Executive, has spent 12 years building and transforming Customer Success teams in hypergrowth B2B SaaS companies. Currently, she is the Chief Customer Officer at ClientSuccess, overseeing success, support, and services.
π You may connect with Kristi via LinkedIn.
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π Read: Customer Onboarding Best Practices
π₯ Watch: Making Your Onboarding Process Scalable
β¬ Download: Customer Onboarding Tech Stack Assessment
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Whenever youβre ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach β Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community β Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Build Your CS Strategy β If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here
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π Visit our Website - CSM Practice
π Sign up for our Newsletter
Capitoli
1. Intro (00:00:00)
2. Why Change Onboarding (00:01:39)
3. Customer Onboarding Role & Tools (00:03:59)
4. Business Impact (00:06:11)
5. 3 Key Drivers (00:08:56)
6. Start with a GAP Analysis (00:12:25)
7. Success Probability Score (00:16:25)
8. Iteration and Updates (00:18:59)
9. The Process of Assigning a Success Probability Score (00:20:27)
10. Suggestions for Improvement (00:23:01)
11. Shift to Objective Focus (00:24:20)
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