Must-Track Customer Onboarding KPIs and Dashboards
Play • 32 min

Customer onboarding, like any other process, needs constant improvement which also means keeping track of the changes  on an a regular basis. That is where the customer onboarding KPIs come in, making timely data-driven decisions is possible.

In this podcast episode, Bree Pecci, Customer Success Enablement at ChurnZero, shares a list of customer onboarding KPIs their customers typically track.

In addition, Bree walks us through their onboarding dashboard and explains how to adjust the customer’s health score during the onboarding phase.

Here’s what you can expect listening to this episode:

  • Recent onboarding KPIs trends and their importance to customer success. Business Insights that could be gained by tracking the proposed onboarding KPIs.
  • 3 customer onboarding pillars explained.
  • Get an in-depth understanding of how to read your KPIs and customer engagement.
  • The benefits of logging customer success not only for the current customer, but also for future onboarding.
  • How many and what types of surveys to send your customers during the onboarding process.
  • Effectively managing customer onboarding data in an organized way.
  • Additional onboarding KPIs resources.

Listen to the full episode now!

◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️

Additional Resources:

📑 Blog: 3 New Customer Onboarding Best Practices
https://bit.ly/3TiWGlt

📑 eBook: How to Crush SaaS Customer Onboarding
https://bit.ly/48wSqmM

📑 Read more about onboarding metrics
https://bit.ly/3TgLaai

🎥 Video: Customer Success software implementation Best Practices
https://bit.ly/3uTomUA

🎥 Video:  Customer Success onboarding at scale | Report Review
https://youtu.be/PqrMxPZgqdY

Download: Customer Success Tech Stack
https://bit.ly/3Imn1su

💡 To learn more about ChurnZero
https://bit.ly/49YfUm3

◾️◽️◾️◽️◾️◽️◾️◽️

Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:

1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here

2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here

3. Work With Our Team Privately —
If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. Click Here

◾️◽️◾️◽️◾️◽️◾️◽️

📌 Visit our Website - CSM Practice
📌 Sign up for our
Newsletter

More episodes
Search
Clear search
Close search
Google apps
Main menu