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.
Contributor for CS Insider
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.
Pre Day 1: ✔️ Making a strong first impression before you even start.
Day(s) 1-30: 🕵️ Getting to know your team, business, and customers.
Days 31-60: 🤝 Building trust and providing value from the get-go.
Days 61-90: 🧠 Getting analytical and nerdy with it.
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You can take my word for it, but I'd rather let my clients do the talking.
Onboard Yourself provides easy-to-follow steps, specific examples, and templates to help you achieve success in your first 90 days as a CSM! I learned about the importance of deep-diving into the customer journey and sales process to ensure clients excel.
Client Success Manager @ Cision
If you're new to the CS space and your current company doesn't have a 90-day onboarding guide, I highly recommend you get a hand on Onboard Yourself. This guide is broken down with very detailed examples on how to succeed in your CS role.
Associate Customer Success Manager @ Sendoso
Brilliant! That’s the word to describe Onboard Yourself. Clear, concise, and actionable steps to follow during my onboarding as a new CSM. I loved the specific tips on month 2 on building meaningful relationships within my company to succeed in my role.
Customer Success Coach @ Dooly
Onboard yourself provides relevant and educational materials to help you succeed in your first 90 days as a CSM. It provides step-by-step instructions so that you can hit the ground running!
Customer Success Manager @ GE Digital