Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
Unlock value from your data with our embedded Business Intelligence solution.
Meet the industry’s first virtual assistant (SIA) designed for customer success and account management.
Our core values, team, and community
Get in touch anytime.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Want to create a customer success onboarding playbook? Here are some tips to create it and master the best practices for onboarding new clients.
Customer success is one of the hot topics for SaaS companies now a days. Since it is a relatively new field, there is no standard knowledge system built around this topic that everyone can refer to. If you will look closely, all the phases in a customer lifecycle have their own unique challenges and best practices. In this article we are going to focus on the first phase – customer success onboarding.
These days companies are coming up with their own ways of documenting their learnings which is unique for their situation. So far there is no right and wrong because everyone is experimenting, learning. But surely there are proven ways which are working better for one than others. It depends on many factors like the size of the company, their business niche, their customer segment and so much more.
So what my point is that there is no standard playbook we can create that suits all. Hence, I am not going to give you a sample playbook here. Because that would be too specific and might not be useful in your case. What I am interested in is to design a structure of the playbook. Yes, a kind of blueprint which you can use to create your own playbook.
The challenges you face in customer onboarding can be seen from two viewpoints. One from yours and another from customer’s. Your playbook should encompass both. You never want to give a bad experience to your customer during onboarding because that’s the most crucial stage.
An unsound onboarding process entails a cascading effect on the customer journey. It may result in bad publicity through word-of-mouth and that’s a situation you never want to find yourself in. Hence, maintaining a playbook to document all those challenges during this initial phase is important.
To begin with, here are a few things you should consider while creating your customer success onboarding playbook.
I have mentioned this point earlier but I am doing it again because this is important. Your playbook should be 100% unique to your company. There could be few areas that may contain some common elements from other playbooks but the details should be unique.
These details cover the complexity of the product and the onboarding process designed around it. If you are offering multiple products and services in your company then each of them should have different playbooks. Remember that you are going to use this playbook for lifetime and the more discrete and specific it is, the better it is.
The kind of training you are going to give to your customers must be properly structured in different modules. What are the features you are going to start with, what comes in the middle and what goes in the end. They all must be properly planned to enable easier product adoption.
A customer who lacks training during the customer success onboarding phase would not understand the product well. And that would lead to the under-utilization of the features resulting in customer churn in the long run. A customer success manager must include the onboarding training structure for your customers in your playbook. Constantly updating it as and when you change your modules would be useful.
You may have separate onboarding programs for different customer segments. Hence, making separate content for enterprise and smaller customers in your playbook would be useful.
E.g. for your enterprise customers you may use high touchpoints for the initial orientation like giving service in person. You may hold strategic discussions around setting up the customer expectations and goals associated with the product.
On the other hand, for smaller revenue customers you cannot afford to appoint CSMs for personalized onboarding. Hence, using low touchpoints through automated communication would be more feasible.
So, what are the ways you train your customers from different segments should be clearly mentioned in your customer success onboarding playbook.
There would be multiple employees in your organization interacting with your customer during onboarding. Someone would be looking after the product configuration. Another on the sales process. Another one on holding strategic decisions with your clients.
How different teams interact with different stakeholders on the client side should be an important part of your standard operating procedure that goes into your playbook. There should be a proper workflow with diagrams explaining the customer handoffs from one team to another.
While creating these SOPs, you may improvise in the initial stages to find out what works best for you. Then once you get a hang of it and decide to settle down with the final version, you can document that in your playbook. Of course there is always a scope to revisit it when you encounter further improvements in your SOPs.
What milestones would you want your customer to cover in their journey? Have a clear demarcation of each stage the customer goes through. Now when I say stages, I don’t mean from customer onboarding to product adoption. But what I mean is the stages you set up through the list of business goals they will achieve from your product.
Your customers might come from different business niches, so their business goals could also be different. But when seen from the value your product adds, there can be some common points you can draw from it. These points form the milestones of your customer journey that will go into your customer success onboarding playbook.
When it comes to creating a playbook, you cannot simply rely on traditional tools like Excel. You need to have automation as an important part of the playbook. An automated onboarding playbook should be able to show you the following details:
On our SmartKarrot platform, there’s an option called Success Play through which you can create customer success playbooks for any stage of a customer journey.
Below is a screenshot of first screen or step for creating an onboarding playbook. The first screen allows you to create a template with any name – ‘onboarding’ for this instance. Here you can provide description along with selecting an option as manual or event-based which means it will be triggered based on any event that is defined in your product setup.
The second screen below, Screenshot-2, will allow you to setup the activities that fall under an onboarding phase. This is where it allows personalization where you can add your own activities and as many of those as you deem fit through “add activity” button on the top right corner.
Each activity can be categorized as a task or touchpoint along with number of days assigned for its completion and finally, the person responsible. If you select a CSM or CSL here, the system would know who that CSM or CSL is based on the customer account setup already done on this platform.
You can also provide description for each activity along with the weightage (from 1 to 10) it carries in the overall onboarding phase.
Finally, when you have done all the setup, you must be able to view summary before saving and exiting. The below screenshot shows you that summary screen. You have the option to enable or disable this success play. Note that each of the activity shows its weightage in the last column. This weightage is essentially helpful in calculating the progress made at any given point of time of the entire onboarding process.
A playbook can include all the best practices that work for you but if it doesn’t contain the rescue measures for when any situation goes wrong, it won’t be complete. There can be many cases when customer veers off the path during the onboarding phase. What measures you take to offset those situations should form an integral part of your playbook.
The playbook you maintain should be central to all other teams as well. The marketing and sales teams should be able to draw useful insights from it to target the good fit customers. Likewise the product team should glean insights from it to get the feedback on how the customer is using the product.28
A customer success onboarding is an evolving process like the customer success field itself. Hence, you should constantly revise the playbook to document the valuable learnings gained in the ongoing processes. Remember, it takes little time to document the learnings while you are working. But in the long run it would give you an immense sense of accomplishment for creating something tangible out of all the invaluable experience you gained from your work.
Rohan has over 11 years of experience in client services, marketing and hospitality field. Previously, he was head of digital marketing for a hi-tech mobile application. Rohan is driven by new challenges and the possibility of making an impact on individuals and businesses.
Published June 09, 2020, Updated September 01, 2023
Embark on a transformative journey with the SmartKarrot-Quint partners...
09 Feb, 2024
Explore the transformative power of omnichannel strategies in today's ...
06 Feb, 2024
Unlock the potential of AI's Predictive Analytics in Customer Success,...
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.