The Manage Onboarding Projects SuccessBLOC enables you to manage your customer Onboardings with efficiency and ease. The onboarding process naturally unfolds through a series of predictable steps. Optimize your customer onboarding process by following best practices, imitating companies with exemplary onboarding procedures, and using key performance indicators to track your onboarding performance.  Prior to SuccessBLOC Configuration, you should complete the Integration of your Account Data [Insert Link back to the Integration page].

Homework Assignments

Prior to attending the SuccessBLOC Live Session, you should complete the following steps:

Review the Manage Onboarding Projects SuccessBLOC article

Guides and Resources