eBooks
Learn How Onboarding Drives Business Outcomes in Our Newest eBook: The Executive Guide to Customer Onboarding
The first 90 days is the most tenuous, delicate stage of a new customer relationship. Like any first impression, customers will make snap judgments about your brand based on their very first experiences. These judgments will determine whether they remain customers or fail to launch and pivot to a competitor.
The Keys to High-Touch Onboarding Success
In this handbook, Sunny Harmon, VP of Customer Success and Support shares her experience and guides readers on how to set up their own high-touch onboarding program.
The Art of Conversation for Customer Success
A great customer experience is based on the ability to carry on a productive conversation. This ebook outlines the elements of a successful customer conversation and how to get it right, every time.
Structuring Incentives for Customer Success
This eBook by TaskRay and Xactly shows that no matter how large your organization or your focus, a well-structured internal and external incentive plan for customer success is proven to make a huge difference.
3 Mistakes in Customer Onboarding
Get ahead of the competition by avoiding the three biggest mistakes in customer onboarding, with specific, concrete steps on how to avoid them.
Perfecting Customer Success Handoffs
Are you looking for general advice, help in developing processes, or just a quick reality check against best practices for Customer Success?
The Do-Re-Mi Of Customer Success
Did you know that it’s 6-7 times more expensive to acquire a new customer than it is to keep a current one? That’s why getting your onboarding process right from the beginning is so important in the long term.
Avoid the 5 Biggest Mistakes of Project Management
We live and breathe project management and work with companies across multiple industries. There's a set of common mistakes that can be found in all...