Customer Success Glossary

Customer onboarding refers to the actions you take immediately post sales (after a customer buys a product from you). Customer onboarding focuses on guiding key decision-makers and administrators at your customer's company through the onboarding process and helping them use your product to attain their business goals.

Onboarding Journey Templates

• Onboard New Customers SuccessBLOC
• Manage Onboarding Project SuccessBLOC

Learn More

• The Guide to Successful Customer Onboarding
• 6 Customer Onboarding Strategies Your Success Team Must Implement
• Customer Education Best Practices for the Onboarding Phase
• A Customer Onboarding Checklist for the Digital Era
• How to Perfect Your Customer Onboarding Workflow
• The Top 5 Customer Onboarding Challenges and How to Solve Them
• The Top 5 Customer Onboarding Metrics and How to Leverage Them
• 7 Customer Onboarding Best Practices
• A Customer Onboarding Checklist for Successful CS Teams
• 5 Tips to Deliver a Great SaaS Customer Onboarding Experience
• 4 Ways to Speed Up New SaaS Customer Onboarding
• Improve Onboarding Using an Outcome-Based Approach
• How Zoom Reduced their Customer Onboarding Time from Months to Weeks
• Kick Starting Customer Onboarding During the Sales Process