Wondering how to gauge the success of onboarding?

Melanie Faye provides a clear blueprint on the essential metrics for a comprehensive onboarding journey:

✔️ Onboarding Completion: Assessing the completion status of the onboarding process.

✔️ Subscription Conversion: Tracking the transition of clients from trial users to paid subscribers.

✔️ User Engagement: Monitoring the frequency of logins and utilization of specific features.

✔️ User Expansion: Evaluating the addition of new users and the facilitation of team training.

✔️ Support Engagement: Emphasizing the role of support teams in technical queries to streamline the CSM's focus.

✔️ Consistent Communication: Scheduling regular calls to support the adoption phase and ensure accurate CRM reflections

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