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10-Step Checklistfor Customer Onboarding

Published on Nov 24, 2015

Skilljar's free checklist with 10 customer onboarding strategies that accelerate time-to-value and decrease churn.

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PRESENTATION OUTLINE

1.

10-Step Checklist

for Customer Onboarding
To download: http://info.skilljar.com/10-step-checklist-for-customer-onboarding?utm_sour...
2.

On-Demand Training

Offer self-paced courses that are available 24/7/365, from anywhere in the world.
Photo by teaguelabs
3.

Instructor-Led Training

For custom training, provide live instructors in classrooms and via web conference.
Photo by Wonderlane
4.

Public Webinars

Schedule open training sessions to answer common questions, provide updates, and hold office hours.
Photo by davidroethler
5.

Onboarding Manager

Assign a customer success manager to shepherd new accounts through implementation.
Photo by citirecruitment
6.

In-App Messaging

Embed quick help directly in your app with lightweight tutorials and short communications.
Photo by David Farrell
7.

Knowledge Bank

Provide searchable, self-help resources so customers can find answers to their own questions.
8.

Community

Enable customers to help each other through a forum or discussion board.
Photo by Nrbelex
9.

Live Chat

Address issues in real-time as your customers experience the pain.
Photo by FotoDB.de
10.

Email Drips

Create automated welcome campaigns and send regular newsletters with product updates.
Photo by jayfreshuk
11.

Support Tickets

When all else fails, make it easy for customers to get help from in-house experts.
Photo by striatic
12.

Customer Training Made Simple

www.skilljar.com
To download: http://info.skilljar.com/10-step-checklist-for-customer-onboarding?utm_sour...

Sandi Lin