Free Course: Onboarding Best Practices

Are you looking for ways to increase customer loyalty and satisfaction while simultaneously driving sales and revenues? If so, then this course is for you! In five short modules, we’ll show you how to implement a successful Customer Success strategy in your business.

You’ll learn the fundamentals of creating an effective onboarding process, managing customer health assessments, setting up regular reviews, and engaging with customers on an ongoing basis. Our experienced team of professionals will also share their insights on using data-driven approaches for troubleshooting customer issues quickly and efficiently.

By the end of the course, you’ll have a clear understanding of the importance of Customer Success and how it can benefit your business. So don’t miss out on this opportunity to gain valuable knowledge and practical skills – absolutely free!

Get the results you need for your business – fast!

Register for a FREE course


Customer Success is a fairly new field that’s grown by leaps and bounds over the past few years. Companies are seeing the benefits of Customer Success at other organizations, like reducing churn and increasing Net Recurring Revenue, and want that success for themselves. Customer Success, once thought of as a luxury or nice to have, is quickly becoming essential to a company’s ability to win over and maintain strong relationships with its customers.

But what constitutes effective onboarding? What are the best practices that will help your company achieve success?

  1. Set realistic goals for onboarding: Before beginning the onboarding process, it’s important to establish objectives and expectations so that everyone involved is on the same page. The customer should understand what success looks like, and you should have a plan of how to get there.
  2. Establish a timeline: Determine an appropriate time frame for onboarding, as this will help guide the customer and keep them on track. Having a timeline also makes it easier to diagnose any issues that may arise during onboarding and address them quickly.
  3. Dedicate resources: Make sure you have dedicated personnel with the appropriate skillsets to handle all aspects of onboarding, from technical implementation to customer service and marketing.
  4. Utilize automation: Automation can save time and effort when onboarding customers, so use it wherever possible to streamline processes and make them more efficient.
  5. Measure success: Establish metrics that will help you measure the success of your onboarding process and identify areas for improvement.

Check out our Customer Success Foundations: Onboarding Best Practices →

Working from home has become a popular option, but it’s challenging. In this post, we’ll explore the benefits and challenges of working from home so you can decide if it’s the right choice for you.

WFH Challenges

While there are many benefits to working from home, there are also some challenges that come with it, including:

  1. Loneliness – When you work from home, you can sometimes feel isolated and lonely because you’re not around other people during the day.
  2. Distractions at home – Many distractions at home, such as children, spouses, pets, etc., make it difficult to focus on work.
  3. Limited resources – When you’re working from home, you may not have access to the same resources that you would in an office setting.
  4. Lack of motivation – It can be hard to stay motivated when you’re working alone without anyone else holding you accountable.
  5. Unpredictable hours – If you’re working from home, your hours may be less predictable than when working in an office setting.
  6. No separation between work and personal life – It can be hard to draw a line between your personal life and your business when they happen in the same place.

The remote work revolution is upon us. More and more businesses are embracing the benefits of letting their employees work from home, and the trend shows no signs of slowing down. If you’re a business professional, entrepreneur, or organizational leader, it’s time to learn how to work from home successfully. This course will teach you everything you need to know about remote work, from setting up your home office to staying productive and connected. You’ll also learn about the future of work and how remote work can help you stay ahead of the curve.

Check out our How To Rock Remote Work Course →