February 10, 2023
Customer success leaders are being told, “we need to onboard more customers, without hiring more”
Ok, so how do you do that?
Here are 3 approaches I’ve seen work well (and Arrows is built to enable):
1. Enable customers to take action, even when you’re not in the room
You could share a collaborative onboarding plan, and enable customers to complete tasks and submit information without trying to fit more calls into your overflowing calendar.
2. Connect the customer journey in your CRM
Provide your team with access to customer context in a central location and reduce the number of tools they need to switch between to get their work done. Connecting your customer-facing teams means less painful handoffs, and less time trying to catch up on context.
3. Lean into repeatable playbooks & automations
Not all tasks need to be completed manually, once you have your customer and onboarding data flowing into one place leverage automation to reduce the time your team spends on manual data entry or report building.
Chances are at least one of these strategies will work well for you and your team.
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