Empower your team with the knowledge they need to deliver delightful customer experiences at scale
Share customer onboarding playbooks, common FAQs and key customer profiles to drive upsell and increase retention.
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Customer onboarding playbooks
Help your customer success managers nail the onboarding process by providing them with the winning playbooks.
- Kick-off call flow
- Product demo script
- Key metrics to monitor during the onboarding period
Common FAQs and troubleshooting guides
Provide your agents with the knowledge they need to help their customers effectively and to reduce time to response.
- Common FAQs with suggested responses
- Troubleshooting guides
- Style guide for handling customer enquiries
Learnings from customer feedback
Share learnings from customer meetings, calls, emails, etc. to help everyone understand the important things that your customers care the most or having issues with, in order to find the best solutions to enhance their experience.
- Meeting notes with clients
- Common issues raised by clients
- Testimonials or quotes of why customers love us
Key metrics goals and reviews
Keep everyone on track on our goals and document regular reviews on the metrics so everyone can learn from the experience.
- Monthly key metrics and targets
- Monthly reviews + key learnings