Implementation Stories

Strategies for sustained onboarding success: Leveraging proactive engagement

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Implementation Stories

Strategies for sustained onboarding success: Leveraging proactive engagement

Complete the form below to view this recording

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This webinar is best for:
Implementation professionals

Explore the transformative journey of a high-performing implementation team in this engaging session featuring Heather Spencer, Manager of Customer Onboarding at 1Password. Heather shares how her team revamped their approach to onboarding, achieving remarkable success by fostering proactive engagement and securing customer buy-in early in the customer journey.

This webinar dives deep into the dynamics of implementation teams and their pivotal role in shaping early milestones for long-term customer success. Heather offers actionable insights into striking the right balance between supporting SMBs with limited budgets and empowering them with self-serve resources.

Key kakeaways:

  • Strategic evolution: Discover how onboarding can evolve strategically to focus on proactive customer guidance for sustained success.
  • Securing buy-in: Learn the importance of aligning on mutually agreed-upon goals for enhanced engagement and retention.
  • SMB motion: Find out how to support SMBs effectively through scalable self-serve options.
  • Building confidence: Understand how instilling confidence in your platform early can set the stage for strong customer relationships.

Why watch?

This session is ideal for customer onboarding managers, implementation leaders, and anyone looking to enhance early customer engagement. Learn proven strategies to guide customers, secure alignment, and boost platform adoption, all while optimizing resources.

Featuring

Heather Spencer

Customer Success Leader