Internal data and metrics are critical for the success of any org in post-sales. As a key decision maker, you need to know the right metrics that will help your team and enable them to help your customers in the best way possible.
An excellent place to start is measuring utilization. It is the core data you can use to understand billable work for the respective billable resources. Utilization metrics are tracked using your capacity planning data. What other metrics can you track to improve the efficiency of your team members? The answer to this question starts with how onboarding orgs are structured.
Here is a typical onboarding org structure:
While you can tweak the metrics to fit your company's customer onboarding and implementation functions, here is what Preflighters have to say about more internal metrics you can track.
An important internal metric we track during the first leg of our post-sale customer journey is the time to implement by customer segment, Onboarding CSAT, NPS post-onboarding, and usage/pacing once they start using the program. In terms of driving the efficiency of individuals, we ask ourselves the following questions:
For your leadership team:
Start with a proper Customer Journey Mapping exercise. You’d have developed personas, understood their needs, and identified moments of truth, proof, awe, power, and connection. Then, create playbooks around those moments.
This exercise will help you truly understand the critical moments in your onboarding process where you need to execute flawlessly. Building on this, you can get your roles and how they impact the momentum of onboarding. A swimlane diagram and a RACI chart (Responsible, Accountable, Consulted, Informed) will help you quickly see who is doing what and the value that brings. By value, I mean how it is reducing customer effort required to adopt your solution because that should be the ultimate goal. Customer effort is the leading indicator of future churn. If they have to expend a ton of effort onboarding your solution, you are already starting to dilute your value by withdrawing from the ‘customer effort bank.’
Here are some things we actively track:
**This is subjective to products with multiple modules.
If you have more ideas, suggestions, and questions you want to share with the larger customer onboarding, implementation, and CS community, we’d love to have you join Preflight Community and share it with our members!