44 min

How Client Onboarding Optimizes Lifetime Value through Retention and Expansion


Peter Ord, Founder & CEO, GuideCX - If you are targeting go-live as the first point to start focusing on building a great customer experience, then you are waiting too long! Your customer success strategy needs to start with client onboarding. GUIDEcx founder and CEO, Peter Ord, will explain why client onboarding is such a crucial step in the customer journey and dive into the details of how a strategic onboarding process can have a positive impact on customer success in key factors such as expansion, net dollar retention, and gross churn. Learn all about “Onboarding Health Scores” and what engagement signals to consider when creating them. Peter will highlight best practices for integrating an Onboarding Health Score into your Gainsight Playbooks and provide actionable tips on how you can increase efficiency and protect the customer experience from the very first interaction.