Customer Success Onboarding Timeline

Customer Success Onboarding Timeline

Day 1

Week 3+

Week 1

Week 2

• Welcome at the office by the Customer Success team
• Material set up with HR colleagues

• Team lunch
• Buddy introduction

• Informal CS team meeting
• Introduction on Slack (#campfire channel)

• Myskillcamp onboarding (courses on the platform)

• Informal 1:1 Calls with CS colleagues
• First CS meetings
• Introduction to our Customer Onboarding

• 1:1 Onboarding Status Meetings (with Manager)

• 1:1 calls with one colleague of each department
• Customer calls with CS team in shadowing
• Demo session by the Sales team

• Mini-project explanation
• 1:1 Onboarding Status Meeting (with Manager)

• OKR introduction & proposal draft
• Presentation mini-project to the CS team
• Active participation in projects/clients meetings
• 1:1 Onboarding Status Meeting (with Manager)