Hubspot Sales

FEBRUARY 8, 2022

This tip is especially useful when combined with trigger events, as you can reach out to those leads and share content with them that relates to the event, like a webinar you’re hosting about client onboarding if you see that they’ve recently experienced growth. Use a CRM.

e-Learning 100

e-Learning CRM Client Onboarding Acquisition 100

Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

SmartKarrot

JUNE 12, 2023

Produce written and spoken content, host webinars, and conduct one-on-one training sessions. As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Make and update videos and material for the online training centre. User feedback should be reported to guide product direction.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

SmartKarrot

OCTOBER 19, 2022

Strengthen and expand the relationships with clients and partners by establishing trusted and productive relationships with key stakeholders. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

JUNE 18, 2021

Manage all aspects of client onboarding, including gathering information from customers, conducting webinar trainings and initial account setup. Effectively communicate customer learnings to the sales and product team to help direct the roadmap of the company.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Lead online webinars & demos to educate customers on the features of the product.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JULY 16, 2020

You should see this more like an opportunity whenever a new client onboards to your company. You begin to play the role of an amicable customer success manager when you and your client plan things together, hence, building a rapport and sense of trust together. Formula: Average revenue per user (ARPA) / MRR or customer churn.

Acquisition 10

Acquisition Client Onboarding Customer Success Onboarding 10