How does your customer onboarding stack up?
Is your current onboarding the best it can be? Is there room for improvement in your time to value? When was the last time you stopped to think about your current onboarding? Take this quiz to see how your onboarding stacks up.
Follow the questions below to assess the current state of your onboarding experience. And based on your results, we’ll give you customized, actionable tips to try or implement.
How does your sales to customer success team handoff happen?
Manually – The process could be better
Manually – The process is fine for now
With some automation
It’s fully automated
When a customer signs their contract, how long does it take to schedule their kickoff call?
1-2 days
3-4 days
5-6 days
6+ days
Do you have a templated agenda for your kickoff calls?
Yes
No
Sometimes
What sentiment are you focusing on establishing in your average kickoff call?
Confidence
Trust
Excitement
Gratitude
A mix of all
I haven’t thought about it
After kickoff, when does your first check-in call occur?
Usually the same week
The following week
Upon customer’s request
Get your results!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.