010. Onboarding New Whales
Instructor
Dr. Barbara Weaver Smith
Course Overview
This course is about how to create an onboarding plan for new large accounts, share it with the whale and your team, and use it consistently to insure a successful onboarding experience.
Topics in this course include:
Effective Strategies for Onboarding New Customers
Why Onboarding Matters
Share Your Onboarding Plan with Your Customer
The Anatomy of Effective Onboarding
Personalized Welcome and Comprehensive Walkthroughs
Common Pitfalls in Customer Onboarding and How to Avoid Them
Measuring the Success of Your Onboarding Process
Resources: Onboarding Plan Worksheet and Example