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Guided onboarding journey from our CS team

Guided onboarding journey template from our CS team

Kickstart your airfocus success with our CSM-guided onboarding journey.

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Pre-installed workspaces

Resources table

To-do's table

To-do's Kanban

About the guided onboarding journey template from our CS team

This CSM-guided onboarding journey template is designed to empower you with a structured, supported path to successfully implement and adopt airfocus in close collaboration with your dedicated CSM. Your CSM will work with you to set up this template, ensuring you maximize the value from your new platform from day one and achieve a smooth and efficient rollout across your team.

Key features of the template

This template includes three workspaces designed for a holistic onboarding experience:

To-Do's: Your personalized checklist for all actionable steps, guiding you and your Customer Success Manager through a smooth and successful airfocus rollout.
Goals: Define, track, and achieve your key objectives with your Customer Success Manager, maximizing the value you gain from airfocus.
Resources & learning: Your central hub for essential information and support, empowering you to become an airfocus expert and master the platform.

Who should use the CSM-guided onboarding journey template?

This template is ideal for:

New airfocus customers seeking a guided and comprehensive implementation experience.
Organizations that prioritize a structured approach to software adoption to ensure success.
Teams looking to efficiently onboard and quickly realize the full benefits of airfocus.
Companies that value dedicated support and readily available resources during their initial setup phase.

Get started with the guided onboarding journey template now

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Benefits that come from using this template

Improves team alignment

Efficient resource allocation

Better planning and execution

FAQ about the guided onboarding journey template

What is platform product management?

Platform product management is the operation of all the processes inside a platform to provide the best experience for its users. Product platform management also manages all of a company’s systems to leverage all their products in the best possible way.

What is digital product management?

Digital product management includes the strategies to maintain the lifecycle of a digital product. These include development, defining the product, refining it, delivering it, and observing it after launch.

What does Enterprise Product Management involve?

Enterprise Product Management involves working with both internal and external stakeholders to meet their business needs through a specific product. Day-to-day management activities generally include meeting with the product development and engineering teams to either formulate or innovate ideas, map out short-term and long-term benchmarks for stakeholders, meet face-to-face with key team members, and craft product roadmaps to ensure all key role holders are kept in the loop about the product’s progress and market reception.

What is resource allocation in product management?

Resource allocation in product management requires managers to effectively distribute limited resources.