Customer Onboarding Playbook

Create an experience, not a to-do list

Your customer just signed the contract, now what?

After you close the sale, your new customers need to know:

  1. What they need to do,
  2. How they need to do it, and
  3. How to quickly get value from your product or service

Once they understand and appreciate how you improve their lives, you’ve created a life-long customer.

Getting to this “Aha” moment doesn’t happen by accident.

Customers today don't have time to go through the typical Do-It-Yourself tutorials. They expect vendors to help them hit-the-ground-running. That’s why industry experts recommend a structured, easy-to-follow onboarding process with clear milestones and objectives that quickly guides them to success.

Get started with our Customer Onboarding Playbook

Comprehensive and customizable

Select the right option for you:

Just want the PDF for now?

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Don't waste time shuffling paper, chasing emails, or getting stuck in the back-and-forth.

Let Pipeline manage this process for you!

Learn how by chatting with us or contacting one of our Business Process Advisors »

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We've even included sample step instructions and forms for you!