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OnDemand Course

Customer Onboarding Best Practices

Understand the how-tos of onboarding to create a lasting relationship with your most important customers.

Many companies do not provide an orientation to new customers. This results in customer confusion, lack of customer activation, and eventually leads to customer attrition and negative word of mouth, which can damage a company's value proposition. This topic will help you understand the secrets of successful onboarding, and how to work with marketing and customer operations to design and implement an effective onboarding program. We will explain the how-tos of designing a customer onboarding process and will provide you with helpful tips to ramp up your customer onboarding initiative quickly.

85 minutes
Certificate of Completion
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Why Is Customer Experience the New Strategic Differentiator?

  • The Shift Toward Customer Authenticity and Trust

What Is Customer Onboarding?

  • The Tension Between the Cost of Client Acquisition and Client Loyalty
  • The Approach to Structuring an Effective Key Account Plan for Business Development
  • Critical Steps to an Effective B2B Customer Onboarding Process

Operationalizing Customer Onboarding

  • The Interrelationship Between Solution Architects and Customer Success Managers
  • Avoiding the Potholes - Tips for Successful Implementation
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on July 21, 2016.

Call 1-866-352-9540 for further credit information.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Art Hall

Art Hall

Alvarez & Marsal

  • Senior Director with Alvarez & Marsal in Atlanta; focuses on customer service, CRM, and supply chain
  • Former president of the Customer Relationship Management Association (CRMA), a non-profit organization advocating CRM across sales, marketing, customer service, and the vendor community
  • ICMI, IQPC, and North American Contact Center conference speaker
  • Certified in Prosci Change Management®
  • Authored various articles on customer service and contact center performance improvement
  • Bachelor’s degree, State University of New York at Binghamton
  • Can be contacted at [email protected] or 404-759-9158
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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  • State Specific Credit Tracker
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Product ID: 397915
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