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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.
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.
Josh Phillips and Jessica Lauren Cohen deliver expert strategies for conducting impactful meetings, essential for customer engagement and business growth. Their advice turns meetings into key drivers of progress and success.
Josh Phillips & Jessica Lauren CohenGet template
Donna Weber and Noa Danon provide valuable insights for successfully implementing a hybrid Customer Success strategy in 2024. If you're in the midst of launching a digital program, these tips will ensure you start on the right track.
Donna Weber & Noa DanonGet template
