Guided onboarding journey template from our CS team

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:

1. Goals: Define, track, and achieve your key objectives with your Customer Success Manager, maximizing the value you gain from airfocus.

2. To-Do's: Your personalized checklist for all actionable steps, guiding you and your Customer Success Manager through a smooth and successful airfocus rollout.

3. 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.