Onboarding and Adoption Best Practices for Customer Success Management

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Free Online Course: Onboarding and Adoption Best Practices for Customer Success Management provided by LinkedIn Learning is a comprehensive online course, which lasts for 1-2 hours worth of material. The course is taught in English and is free of charge. Upon completion of the course, you can receive an e-certificate from LinkedIn Learning. Onboarding and Adoption Best Practices for Customer Success Management is taught by PracticalCSM.

Overview
  • Onboarding and adoption are two of the essential activities for new customers that CSMs are responsible for. This course explains how to guide a customer through these stages.

Syllabus
  • 1. The Customer Onboarding Process

    • Overview
    • What is onboarding?
    • Why is onboarding important?
    • Onboarding vs. adoption vs. value realization
    • Selecting an onboarding service model: Part 1
    • Selecting an onboarding service model: Part 2
    • Managing the onboarding process
    2. The Customer Adoption Process
    • Adoption fundamentals
    • Knowledge, skills, and attitude (KSA) concepts
    • Directly and indirectly impacted users
    • Adoption implementation roles
    • Project management principles and best practices