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LinkedIn Learning

Onboarding and Adoption Best Practices for Customer Success Management

via LinkedIn Learning

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Overview

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Onboarding and adoption are two of the essential activities for new customers that CSMs are responsible for. This course explains how to guide a customer through these stages.

Syllabus

1. The Customer Onboarding Process
  • Overview
  • What is onboarding?
  • Why is onboarding important?
  • Onboarding vs. adoption vs. value realization
  • Selecting an onboarding service model: Part 1
  • Selecting an onboarding service model: Part 2
  • Managing the onboarding process
2. The Customer Adoption Process
  • Adoption fundamentals
  • Knowledge, skills, and attitude (KSA) concepts
  • Directly and indirectly impacted users
  • Adoption implementation roles
  • Project management principles and best practices

Taught by

PracticalCSM

Reviews

4.7 rating at LinkedIn Learning based on 860 ratings

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