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The Onboarding Retrospective is a structured process shared by Customer Success (CS) and Sales teams that provides an opportunity to reflect on the completed customer onboarding period. This collaborative exercise allows for highlighting successes and identifying areas for improvement as both teams work together to ensure a smooth onboarding path for customers. The Onboarding Retrospective enables teams to celebrate accomplishments and pinpoint valuable insights that can enhance the onboarding experience going forward. By leveraging this structured process, CS and Sales teams can align their efforts, share learnings, and optimize the onboarding journey for customers. The Onboarding Retrospective plays a crucial role in fostering collaboration, continuous improvement, and delivering a seamless and impactful customer onboarding experience.
In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.
Boaz Gordon is a tech industry veteran with 15+ years of experience. He leads Centrical's global Customer Experience team, which focuses on Customer Success Operations, Education, Solutions, enablement, and Support. Boaz also teaches at Ben Gurion University.
Mike is the Chief Operating Officer at Inedo, where he collaborates closely with DevOps and engineering teams to ensure visibility and remediation for vulnerable open source software packages in production. With a strong background in sales, customer success, and operations, Mile plays a pivotal role in driving the success of Inedo's flagship products, ProGet and BuildMaster, by implementing effective solutions and fostering robust customer relationships. His leadership and expertise are instrumental in guiding the company's strategic direction and operational excellence.
Mike GoulisGet templateDivya Apte is a CS Leader who has over 15 years of experience working in the tech industry leading multi-discipline teams in SaaS, B2B, B2C, and B2G. She is passionate about leveraging data and AI to build high performing teams that understand and nurture customer relationships to drive engagement, adoption and renewals.
Divya ApteGet template
