30 minutes
The CSMs role in customer onboarding
Onboarding is an incredibly important part of the customer lifecycle, with many potential challenges. But to ensure a seamless onboarding experience for all segments, we must establish strong foundations in process.
In this session, Rita Caetano, Customer Success Team Lead at Customer.io and Alex Howe, Manager of Customer Success & Onboarding at Podium will share their experiences and best practices on customer onboarding.
Watch the session to learn:
the significance of customer onboarding
strategies for developing and scaling customer onboarding processes
delivering a seamless onboarding experience for customers
About the speakers
Gurprem Sagoo
Customer Success Operations Manager, Planhat
Moderator
Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.
Gurprem Sagoo
Customer Success Operations Manager, Planhat
Moderator
Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.
Gurprem Sagoo
Customer Success Operations Manager, Planhat
Moderator
Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.
Gurprem Sagoo
Customer Success Operations Manager, Planhat
Moderator
Gurprem has worked in the customer success space for over a decade and was awarded CSM of the year in 2022. Prior to Planhat, he was a Strategic Customer Success Manager at Box, where he provided CS best practices for the wider team.
Rita Caetano
Customer Success Lead, Customer.io
Rita Caetano is a Customer Success Team Lead at Customer.io with 5 years of experience in Saas Customer Success. In her role, Rita partners with customers to refine their customer messaging strategy using real-time data in the powerful Customer.io platform, ensuring customers have the necessary tools for successful onboarding. Passionate about user-friendly technical tools, she encourages her team to be creative, experiment, and drive results.
Rita Caetano
Customer Success Lead, Customer.io
Rita Caetano is a Customer Success Team Lead at Customer.io with 5 years of experience in Saas Customer Success. In her role, Rita partners with customers to refine their customer messaging strategy using real-time data in the powerful Customer.io platform, ensuring customers have the necessary tools for successful onboarding. Passionate about user-friendly technical tools, she encourages her team to be creative, experiment, and drive results.
Rita Caetano
Customer Success Lead, Customer.io
Rita Caetano is a Customer Success Team Lead at Customer.io with 5 years of experience in Saas Customer Success. In her role, Rita partners with customers to refine their customer messaging strategy using real-time data in the powerful Customer.io platform, ensuring customers have the necessary tools for successful onboarding. Passionate about user-friendly technical tools, she encourages her team to be creative, experiment, and drive results.
Rita Caetano
Customer Success Lead, Customer.io
Rita Caetano is a Customer Success Team Lead at Customer.io with 5 years of experience in Saas Customer Success. In her role, Rita partners with customers to refine their customer messaging strategy using real-time data in the powerful Customer.io platform, ensuring customers have the necessary tools for successful onboarding. Passionate about user-friendly technical tools, she encourages her team to be creative, experiment, and drive results.
Alex Howe
Manager of CS & Onboarding, Podium
Alex Howe is a Manager of Customer Success & Onboarding at Podium with 6 years spent across Strategic, SMB Customer Success & Onboarding teams. Whether as a leader or an IC, he passionately believes in empowering CS teams with: clear performance KPIs, the ability to provide 1:1 consulting, strong internal cross functional connections, and the tools necessary to drive meaningful progress for their clients & within their organizations.
Alex Howe
Manager of CS & Onboarding, Podium
Alex Howe is a Manager of Customer Success & Onboarding at Podium with 6 years spent across Strategic, SMB Customer Success & Onboarding teams. Whether as a leader or an IC, he passionately believes in empowering CS teams with: clear performance KPIs, the ability to provide 1:1 consulting, strong internal cross functional connections, and the tools necessary to drive meaningful progress for their clients & within their organizations.
Alex Howe
Manager of CS & Onboarding, Podium
Alex Howe is a Manager of Customer Success & Onboarding at Podium with 6 years spent across Strategic, SMB Customer Success & Onboarding teams. Whether as a leader or an IC, he passionately believes in empowering CS teams with: clear performance KPIs, the ability to provide 1:1 consulting, strong internal cross functional connections, and the tools necessary to drive meaningful progress for their clients & within their organizations.
Alex Howe
Manager of CS & Onboarding, Podium
Alex Howe is a Manager of Customer Success & Onboarding at Podium with 6 years spent across Strategic, SMB Customer Success & Onboarding teams. Whether as a leader or an IC, he passionately believes in empowering CS teams with: clear performance KPIs, the ability to provide 1:1 consulting, strong internal cross functional connections, and the tools necessary to drive meaningful progress for their clients & within their organizations.
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Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB