4 Roles for Your Customer Onboarding Team

In Part 3 of our Customer Onboarding blog series, we look at how your internal team members (people) can be involved with customer onboarding. For many businesses, a human touch is necessary for the customer onboarding process. Contrast this with Part 2, which focused on automated strategies, and Part 1, which focused on a dedicated training team.

Customer success is a very cross-functional discipline, incorporating aspects of sales, marketing, product management, and support. The strategies below might be owned by different functional teams than the formal customer success organization. Yet it's important for the customer success team to be involved with all aspects of the customer journey

In this blog post we dive deeper into onboarding managers, community, live chat, and support tickets. For a 1-page guide to all ten strategies, remember to download our free 10-Step Checklist for Customer Onboarding.

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