Onboarding best practices and SuccessBLOCs are discussed. SuccessBLOCs are frameworks that focus on results rather than just activities to ensure customers have a consistent and effective onboarding process. Managers measure onboarding success by meeting project timelines and milestones, providing a smooth customer experience, and customers adopting the product or service after onboarding.

1. Onboarding
Onboarding SuccessBLOC
Ravit Danino | VP Products | ravit@totango.com

2. Agenda
● Spark
● Onboarding Best Practices
www.totango.com
● Onboarding SuccessBLOCs

3. Accelerating The Customer Centered Economy
In a digital world where the customer is in the driver seat, we enable
companies to center around their customers and drive Customer
Centered Growth.
Totango
Mission

4. THE FOCUS IS ON RESULTS, NOT JUST ACTIVITIES
Introducing

5. SuccessBLOCs

6. © 2018 TOTANGO. CONFIDENTIAL.
Customer
Onboarding

7. © 2018 TOTANGO. CONFIDENTIAL.
Onboarding (Manager’s Perspective)
My goal is to make sure that all of the customers that are currently
onboarding are going through a consistent and effective onboarding
process.
I measure the success of onboarding by:
1. Being able to meet the onboarding project timeline (meeting milestone and overall goal)
2. Smooth experience for the customer
3. The customer post onboarding is adopting the product or the service.

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