How the Best Customer Onboarding Managers Structure Their Day

Don't let customer success become customer stress. Plan your day for high productivity.

Change your daily routine and you could start seeing the impact very quickly.

I’ve been working directly with a client struggling to keep their head above water with a very long task list.

It caused them a lot of stress every morning when they opened up their laptop.

Numerous notifications popped up, endless Slack messages, email replies stacked their inbox, escalations coming in from the week before, and last minute meetings appeared in their calendar.

And just like that, the day started in reactive mode.

They felt like they couldn’t progress effectively when being pulled in so many directions. They saw their clients suffer too.

Quite frankly, it’s draining.

We decided to look at their morning routine and how we could improve it. I wanted to share some parts of it with you.

So, grab a coffee and turn off those notifications for a few minutes. ↓

The Onboarding Lab Customer Onboarding B2B SaaS

🧪 The Project: Onboarding Day Reset

Subscribe to keep reading

This content is free, but you must be subscribed to The Onboarding Lab to continue reading.

Already a subscriber?Sign In.Not now