Resources
Articles, practical guides and tools for helping customers get started, experience value and keep making progress.
Start with CLEAR
Five stages to guide customers from purchase to a useful result and continuing value. Get to know the method through a practical service-business example, with guidance on measuring progress and planning your onboarding timeline.
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Practical guide
Build a working checklist around the five CLEAR stages, with owners, dependencies and evidence of customer progress.
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Practical guide
Carry the customer promise into delivery with a practical handoff brief and a clear start message.
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Practical guide
Choose an early result the customer can recognize, then measure the time it takes to reach it.
Read the guideFree sample workbook
Work through the four-page sample from the Certified Customer Onboarding Specialist program.
PDF downloadAudiobook companion
The tables, diagram, templates and reference notes from the book, organized for use alongside the audiobook.
Download the companion PDF · 92 pages · 7.3 MBFurther reading
Explore the book, its fourteen chapters and the available format information.
Keep readingFuture resource
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