AGENDA

Propel23 commences with a welcome note by Srikrishnan Ganesan, CEO and Co-founder of Rocketlane.

The session will cover the process of driving early adoption through a targeted onboarding and implementation process geared around building value based on personas.

This session is focused on consultative onboarding and how companies can ensure their onboarding & customer success teams go beyond simply checking the box and making sure that their customers are reaching their desired outcomes.

Brian will share concepts and approaches aimed at decreasing your customer's time to value. He will delve into 5 tried-and-tested tactics for lowering TTV & putting them into action to drive results.

Join Alex Farmer and Guglielmo Piacentini as they walk you through their journey of building an onboarding function at Nezasa. Learn why they decided to carve out customer onboarding from CS, how they built the function from scratch, and ways they optimized it to deliver business success.

Join Chad to know why investing in onboarding matters today more than ever, why you should build a business case for it, the dos & don'ts of building a case, and how data can strengthen your chances.

With the Champion Engagement Model learn how to: - Identify your Champion during onboarding - Create a Champion program that matters & what benchmarks should be included. - Maximize your Champion relationship to encourage multithreading and job change management.

Taking a data-driven approach can feel overwhelming if data is de-centralized or difficult to aggregate. Learn how onboarding at Robin has evolved using qualitative & quantitative data sources.

Join us to learn why success planning matters and how expectation setting, goal setting, onboarding, executive buy-in, and support are all critical components of driving successful projects.

In this session, you'll learn 1. Defining & developing team metrics 2. Expanding your processes with experimentation 3. Growing your team 4. Making friends with Sales, CSM, and Product

In this session, Sonam discusses how they developed customer segmentation model at Gong, how the customer journey evolved, challenges and lessons learned, and the role of Ops in this evolution.

Learn how to spot where your onboarding processes are failing your customers, and how you can transform those processes to accelerate adoption and improve retention.

Implementing a new system can be overwhelming. Join Eric as he walks us through the exact journey of implementing a new customer onboarding system at Vidyard.

A retrospective of the first year building out Codat’s global implementation team and how a focussed approach led to a doubling of client go-lives and a 25% reduction in time-to-value.

Teams that develop competency to guide customers on how to manage change are more agile & resilient. Learn 4 core strategies for change management during onboarding that support customer outcomes.

Learn how to spot where your onboarding processes are failing your customers, and how you can transform those processes to accelerate adoption and improve retention.

We will discuss how to set up an efficient but effective onboarding motion that feeds and drives a strong return on investment right from the start of the relationship.

Sri sets the tone with a welcome address for the audience

2023 is the year to take customer onboarding to the next level.Donna will take you through 3 important areas leaders must get serious about now to demonstrate your impact on the business bottom line.

We'll explore best practices for conducting successful client kick off calls with a clear goal in sight, how to encourage open dialogue, and how to follow up afterwards to ensure a successful call.

Within the customer onboarding phase, what is the highest priority item to focus on? Mike will make the case that setting expectations should be your focus & how to set expectations with counterparts.

What do Formula 1 and Airbnb have in common? They both have lessons to offer on revolutionizing your post-sale organization! Come join us as we deconstruct innovative frameworks that will help you turbocharge your post-sale processes and elevate customer satisfaction.

Learn how to create a partner-led customer onboarding experience that can help you scale faster, smarter. Be all in (all partners) or augment your team for scale, geographies or specialties.

Join us for a free flowing conversation with leaders who been through that journey as they talk about the skills they developed, the opportunities they took advantage of, and the mistakes they made.

Are you willing to take the Red pill - like Neo did in Matrix to challenge his core beliefs to glimpse reality? Come and play these 5 super fun CS games to break the CS Matrix that is around you. Your host is Manasij - CEO of ZapScale - playing Morpheus - you are Neo!

This session will walk you through how to create onboarding and implementation packages that your customers will not object to paying for.

Join the discussion to learn from leaders who saw it from the trenches as they discuss the 'why, what, when, and how' of moving successfully from customer onboarding to professional services.

In this 45 mins workshop, Kristi Faltorusso will walk you through a framework to build an effective customer onboarding program with zero investment and zero resources. You'll go hands-on in creating an actionable and fail-proof onboarding process.

Teams who are aligned on the mission of customer centricity are poised to deliver optimum revenue continuity. Join Annie Stefano and Sabina Pons of Growth Molecules for a fireside chat where they empower listeners with the ingredients for professional services and customer success team alignment.

In this workshop, Jan Young, Principal Consultant at The Success League, will take you through 5 simple steps to scale and optimize your onboarding process for maximum impact.

In today’s face-paced and evolving digital world it has become increasing difficult to differentiate your organization from the next. Products with industry buzzwords cannot always stand alone. Come gain insight and learn how to sell the value of your Professional Services offerings and use it as a competitive edge.

We'll uncover some myths and look at debunking those with facts. The session will also try to look at some of the new emerging trends related to onboarding which organizations should watch out for.

In this closing keynote, Aaron will take the audience through the ins & outs of CSQL revenue. Learn how generation of these vitally important revenue streams, begin with Customer Onboarding ("I do").