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.
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Why Lorman?
Over 37 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 37 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 37 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
Alvarez & Marsal
- Senior Director with Alvarez & Marsal in Atlanta; focuses on customer service, CRM, and supply chain
- Over 25 years of operations and people leadership
- Certified in Prosci Change Management®
- Bachelor’s degree, State University of New York at Binghamton
- Can be contacted at [email protected] or 404-759-9158
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More Program Information
Why Lorman?
Over 37 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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