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.
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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Natalie Andronov is a CS Operations professional with over a decade of experience in Customer Relations, Customer Success, and Operations. With a background as both a CS leader and individual contributor, Natalie is dedicated to building and optimizing processes and implementing data-driven strategies.
Natalie (Tomashov) Andronov.png)
Anupriya is an experienced Customer Success Manager at Jio Haptik with over 7 years of experience in various industries, including ed-tech and policy impact evaluation. She is passionate about building data-driven customer success teams and cultivating strong client relationships.
Anupriya Khemka