CSM Practice - The Customer Success Podcast

Must-Track Customer Onboarding KPIs and Dashboards


Listen Later

Send us a text

Customer onboarding, like any other process, needs constant improvement which also means keeping track of the changes  on an a regular basis. That is where the customer onboarding KPIs come in, making timely data-driven decisions is possible.

In this podcast episode, Bree Pecci, Customer Success Enablement at ChurnZero, shares a list of customer onboarding KPIs their customers typically track.

In addition, Bree walks us through their onboarding dashboard and explains how to adjust the customer’s health score during the onboarding phase.

Here’s what you can expect listening to this episode:

  • Recent onboarding KPIs trends and their importance to customer success. Business Insights that could be gained by tracking the proposed onboarding KPIs.
  • 3 customer onboarding pillars explained.
  • Get an in-depth understanding of how to read your KPIs and customer engagement.
  • The benefits of logging customer success not only for the current customer, but also for future onboarding.
  • How many and what types of surveys to send your customers during the onboarding process.
  • Effectively managing customer onboarding data in an organized way.
  • Additional onboarding KPIs resources.

Listen to the full episode now!

◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️

Additional Resources:

📑 Blog: 3 New Customer Onboarding Best Practices
https://bit.ly/3TiWGlt

📑 eBook: How to Crush SaaS Customer Onboarding
https://bit.ly/48wSqmM

📑 Read more about onboarding metrics
https://bit.ly/3TgLaai

🎥 Video: Customer Success software implementation Best Practices
https://bit.ly/3uTomUA

🎥 Video:  Customer Success onboarding at scale | Report Review
https://youtu.be/PqrMxPZgqdY

Download: Customer Success Tech Stack
https://bit.ly/3Imn1su

💡 To learn more about ChurnZero
https://bit.ly/49YfUm3

👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:

1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.

2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.

📌 Visit our Website - CSM Practice

...more
View all episodesView all episodes
Download on the App Store

CSM Practice - The Customer Success PodcastBy Irit Eizips & CSM Practice

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like CSM Practice - The Customer Success Podcast

View all
TED Talks Daily by TED

TED Talks Daily

11,135 Listeners

Andy Stanley Leadership Podcast by Andy Stanley

Andy Stanley Leadership Podcast

2,262 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,391 Listeners

Pod Save America by Crooked Media

Pod Save America

86,425 Listeners

Where Should We Begin? with Esther Perel by Esther Perel Global Media

Where Should We Begin? with Esther Perel

14,787 Listeners

CHURN FM by Andrew Michael

CHURN FM

31 Listeners

Raising Good Humans by Dear Media, Aliza Pressman

Raising Good Humans

1,857 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,053 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

15,229 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,519 Listeners

HBR On Strategy by Harvard Business Review

HBR On Strategy

86 Listeners

Customer Success Talks by Real Challenges, Experts Advice

Customer Success Talks

1 Listeners

Customer Success Career Coach by Carly Agar | Career and Job Interview Tips for Customer Success Managers

Customer Success Career Coach

75 Listeners

The Customer Success Pro Podcast by Anika Zubair

The Customer Success Pro Podcast

5 Listeners