Secrets to Great Customer Onboarding and Education with Ashna Patel

We all know that the onboarding experience can define the ongoing relationship your customers will have with your product - which makes it critical to their success. Join us this month for an informative session about customer onboarding and education.

Ashna will share tips on how to create customers for life. She’ll discuss strategies to build a solid onboarding experience for both high-touch & scale customers, as well as continued education.

Her presentation will be followed by an interactive group discussion during which you’ll be able to connect with other professionals in Customer Success.

AGENDA
12:30 - 12:35 pm: Welcome & introductions
12:35 - 1:05pm: Presentation
1:05 - 1:15pm: Q&A
1:15 - 1:30pm: Group discussion

ABOUT THE WORKSHOP

• Creating customers for life starts at your onboarding
• What factors play a vital role in your Onboarding?
  -- Sales-CS Hand-off
  -- Proper Kick off
  -- Discovery
  -- Milestone setting
  -- Impact of proper Project Management
• High touch vs Scale Customer Onboarding
• Continued Education

ABOUT ASHNA
Ashna is a Manager of Customer Success at Ascent Cloud LLC and has been with the company for over four years now. She enjoys thinking strategically, working through challenges & coming up with creative solutions to support her clients & team. Her passion for Customer Success truly comes from her genuine interest in helping those around her.

Apart from Ascent Cloud, she also enjoys volunteering & mentoring professionals with career-building & Customer Success needs. Prior to joining Ascent Cloud, Ashna has experienced working for a Manufacturing firm as their Insider Sales Account Manager & gained most of her initial business knowledge during her time there.

Ashna was born & brought up in India & loves traveling back for vacation. Ashna graduated with a Bachelors’s degree in Business Administration majoring in Marketing & Finance. She enjoys reading, cooking, learning about different cultures, hiking, spending time with friends/family & meditating. If you ever have a chance to meet her, do remember to ask her why she loves reading the last chapter first every-time she starts a new book.

If you have any questions, please feel free to reach out to Ingrid or Marie-Lou.

We look forward to seeing you online!