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Onboard Yourself
Learn how to take flight in your new Customer Success role.
Your first 90 days at a new company are critical. You’re not only trying to learn as much as possible but also make an impact.
Most companies have a dedicated HR department that will help you along this journey, but what if you’re joining a startup that doesn't have one?
Or what if your manager is too busy to help you onboard well?
We’ve all been there. No matter what onboarding is awaiting you, this guide will walk you through what to do in your first 90 days as a frontline CSM and make sure you WOW your manager and make an impact.
Erika Villarreal
Contributor for CS Insider
About the author
Customer Success enthusiast, curious by nature, and process addict. Erika is happiest when she's able to translate customer data into actionable insights that help improve customer experience and drive success. Check out her own newsletter here.
What you'll read
Section 1
Getting Ready for Day 1
Pre Day 1: ✔️ Making a strong first impression before you even start.
Section 2
Settling Into Your New Role
Day(s) 1-30: 🕵️ Getting to know your team, business, and customers.
Section 3
Taking Your First Accounts
Days 31-60: 🤝 Building trust and providing value from the get-go.
Section 4
Deep Dive Into the Details
Days 61-90: 🧠 Getting analytical and nerdy with it.
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Testimonials
You can take my word for it, but I'd rather let my clients do the talking.
Compatible with all the devices
Download your copy and read it wherever you like. Whether it's on desktop, curled up on your couch with your tablet or on-the-go on your phone.
Do you have any questions about this book?
Ask me anything, I'd be happy to answer all of your questions!