Content to power your

Customer success

efforts

Browse through all of our resources on Client Onboarding.
From ebooks and checklists, to cheat sheets, articles, and more.

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Customer Success Team Roles and Responsibilities

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Proactive Churn Management: 10 Questions to Ask a Customer

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2024 Sales Almanac by Flowla

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Disciplined Execution at Scale: Overcoming Sales and CS Playbook Chaos with Automation

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Customer Success Plan Template

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First Value Delivery Cheat Sheet: Onboarding Frameworks by Irit Eizips

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The Kickoff Meeting Agenda Template by Nir Kalish

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Sales to Customer Success Handoff Checklist

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The Customer Success Playbook

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The State of B2B Client Onboarding in 2024

Nailing Complex Customer Onboarding: Data-Backed Insights & Expert Tips

From Hospitality to Customer Success with Madelyn DePrey

Optimizing Your Sales Pipeline for Success with Jonathon Ilett

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Unveiling Time to Wow: Crafting Moments of Delight with Irit Eizips

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Stay Ahead in Competitive Markets by Improving Customer Experience with Irit Eizips

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Mutual Action Plan Template

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The Ultimate Reading List: 20+ Must-Read Sales and Customer Success Books

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Mastering First Value Delivery: Strategic Onboarding Frameworks

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Onboarding Kickoff Meeting: Laying the Foundation for Customer Success

Customer Success Strategies for Startup Growth with Rachel Provan

Capturing the Definition of Customer Success with Kristi Faltorusso

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Specialized Roles for Customer Success with Irit Eizips

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Art and the Act of Hospitality with Madelyn DePrey

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Create Your Wow Moments with Madelyn DePrey

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CSM Revenue Ownership with Madelyn DePrey

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Biggest Challengers in CS with Madelyn DePrey

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When to Let Go with Madelyn DePrey

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How to Multithread with Madelyn DePrey

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Streamlining Customer Handovers with Madelyn DePrey

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Defining Meaningful Usage with Madelyn DePrey

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Flowla Love with Madelyn DePrey

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Deliver the Value and Experience with Jay Nathan

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Retain Your Customers with Jay Nathan

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The Role of Titles in Customer Interactions with Jay Nathan

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Invest Your Time or Money for Customer Success with Jonathan Corbin

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Biggest Challenges in Onboarding with Cinthia Silva

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Onboarding Should Start Earlier in Sales Cycle with Saahil Karkera

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How to Keep Customers Engaged During the Onboarding with Saahil Karkera

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Onboarding vs Implementation with Saahil Karkera

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Look at Your Customer as Your Best Friend with Nir Kalish

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Sales and CS Roles During the Handoff with Nir Kalish

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Churn is Everybody’s Problem And Can Be Fixed with Onboarding with Nir Kalish

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Complexity in Onboarding with Nir Kalish

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Leadership's Responsibility with Nir Kalish

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Value in CS with Nir Kalish

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Make the Customer Work for You with Nir Kalish

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Tools as Multipliers, Not Solutions with Nir Kalish

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Low Touch Onboarding with PLG with Nir Kalish

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The Purpose of Onboarding with Nir Kalish

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Change Management in Onboarding with Cinthia Silva

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CS Tools and Strategies to Serve Customers with Cinthia Silva

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Track & Measure with Cinthia Silva

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Keep Directing Your Customers with Cinthia Silva

Leadership Should Create Alignment Between the Teams with Cinthia Silva

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The Infinite Loop of Customer Success with Sara Jones

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Life Cycle in Sales with Kristi Faltorusso

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Expectation Alignment with Kristi Faltorusso

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Continuity Motion in the Onboarding Process with Kristi Faltorusso

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The Importance of Existing Clients with Yoav Vilner

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Transition from acting to customer success

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The challenge of customer success in startups

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How to Grow Your Revenue Through Customer Success?

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7 Must-Have Types of Content for Customer Success

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Customer Onboarding Challenges and How to Overcome Them [Research]

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Sales to Customer Success Handoff Guide [+ Template]

Customer success metrics

13 Customer Success Metrics You Should Be Tracking

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Expert Tips and Best Practices to Nail Customer Onboarding in 2024

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How to Master Multithreading in Sales and Customer Success

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Beginner’s Guide to High-Touch Onboarding: What Is It and How to Do It Right?

customer collaboration tools list

Customer Collaboration Tools: 13 Top Picks for 2024

customer success podcasts

Top 15 Podcasts for Customer Success Professionals

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Planning to Succeed: How to Build a Winning Customer Success Plan?

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What Does a Client Onboarding Manager Do?

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The Client Onboarding Process Guide

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Year in Review: 2024 Sales and CS Trends

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Understanding the Role of CS Ops & CS Enablement

Cracking the Code of Customer Success with Jay Nathan

Building client success for zero churn at global scale-ups with Fadi Bassil

The Evolution of Client Success and Strategies for Modern Business with Jeff Heckler

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