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How To Get Customers Up and Running In 9 Easy Steps

You’ve heard it over and over again: the first 90 days can make or break the relationship. If your onboarding program only includes product integration and training, you are missing out on a special opportunity.

You need to take onboarding to the next level – establishing great habits and a solid relationship from the start. From setting key milestones to reporting real engagement results, there are several ways to build a more comprehensive onboarding program for your customers.

Totango has created the Guide to Successful Customer Onboarding to help Customer Success teams build a more efficient and scalable onboarding program. This guide includes best practices developed over years of onboarding thousands of customers with Totango.

In this guide, you will find:

  • The right key performance indicators for onboarding
  • Best practices for product adoption campaigns
  • Tips to avoiding onboarding bottlenecks

Is there something your team or company does well in the onboarding stage? Tell us on Twitter @Totango. Make sure to check out the guide today!

Kevin Garcia

Kevin is the Marketing Manager @Totango focused on digital, brand, and product marketing. He helps companies simplify their customer success operations and deliver real value to customers. Prior to Totango, Kevin was a PMM @GoodHire, the fastest growing employment screening solution in the US.

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