Onboarding Guide for startwise Recruitment customer success team ,data team and marketing team
Onboarding Guide for Startwise Recruitment Customer Success Team
- Ensure desk, chair, computer, and necessary supplies are ready
- Set up phone, email, and other communication tools
- Grant access to CRM system, customer support platform, and other relevant tools
- Provide login credentials and necessary training
- Schedule meet and greet sessions with team members and key stakeholders
- Provide an overview of roles and responsibilities
- Discuss KPIs, targets, and objectives for the customer success team
- Clarify performance expectations
- Explain the customer journey, escalation procedures, and best practices
- Provide documentation and resources for reference
- Organize training sessions on product knowledge, communication skills, and problem-solving
- Include role-playing exercises and case studies
- Pair new employee with an experienced team member for guidance and support
- Encourage mentorship meetings and knowledge sharing
- Set up weekly or bi-weekly check-in meetings to discuss progress and challenges
- Create an open dialogue for feedback and support
- Share relevant articles, webinars, and training materials on customer success
- Encourage participation in industry events and conferences
Use in Manifestly