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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.
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.
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.
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
