CSM Practice - The Customer Success Podcast cover image

The Customer ONBOARDING Maturity Model

CSM Practice - The Customer Success Podcast

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How to Automate Your Onboarding Processes

A lot of companies don't have an educated onboarding system, and if they do, it's really like more of a project management system. And one of the things that you have on your investing class is to be able to get automated alerts to customers around status updates, follow-ups, reminders. How do you make this automated? Can you kind of demonstrate if companies want to automate that aspect and scale their onboarding processes? What are the types of options that they have in order to become best in class?

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