To facilitate the Sales to Service handoff and drive repeated success with new customers, we promote an approach we call Everboarding.
Get rid of the static onboarding lists and links in favor of proven processes, content and technology to support customer success. In minutes, select and customize a proven Onboarding template to meet the needs of each new customer.

To help you, we provide components that you configure to the needs of your organization. These include:

  • Checklists and Milestones
  • Customer Status Gauge
  • Customer Success Team Contacts
  • Net Promoter Score Survey
  • Webconference Details & Recording
  • Best Practices and Training
  • Customer Contracts and Reports
  • Prescriptive Training & Content