OBR (onboarding business review) Invite.

The OBR (Onboarding Business Review) template is a milestone celebration marking the completion of the onboarding process. It includes a summary of key performance indicators (KPIs) achieved during onboarding and sets the focus on upcoming KPIs for the next few months. This email serves as a valuable touchpoint to ensure alignment, address concerns, and foster ongoing collaboration between your company and the client.

Contributed by:
Hila Yerushalmy

Email templates

Hila Yerushalmy is an experienced success manger at Panorays with 8 years of leadership experience. She excels in understanding customer needs, driving strategic planning, and resolving issues. Hila's feedback programs have led to product improvements and increased customer loyalty.

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OBR (onboarding business review) Invite.

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Contributed by: Marcus Euzebio

With over 15 years of experience in the technology sector, Marcus Euzebio has cultivated extensive expertise while working with both national and multinational companies. His proven skills in strategic roles, with a focus on client relationships, project management, pre-sales and post-sales support, business development, and technology adoption strategies, highlight his dedication to ensuring client success. For the past five years, Marcus has been leading a Customer Success team at Logicalis, delivering outstanding results. He is widely recognized for his innovative thinking and problem-solving abilities, especially in challenging environments.

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Processes & programs

Contributed by: Christina Garnett

Christina Garnett is a fractional CCO and advisor dedicated to enhancing customer relations for agencies and startups. With a background at HubSpot and ICUC, she has extensive experience in fostering brand affinity through community and social media engagement with global customers.

Christina Garnett Get template
Processes & programs