Here’s a question - do you consider important milestones within your customer’s business calendar when planning onboarding?

Often when a big customer signs there is pressure to launch quickly.

But here are some things you don't know…

• Their finance team starts year-end closing in three weeks.

• Their IT team has a major infrastructure upgrade next month.

• And their annual sales kickoff is in 90 days.

We meticulously plan our onboarding steps but often overlook the natural rhythm of our customers' businesses. This can have a huge impact on their success with your solution.

This misalignment leads to delayed implementations, reduced stakeholder engagement, and compromised user adoption.

But it’s not all doom and gloom!

There is an easy way to address this potential pitfall.

It takes some proactive work before onboarding starts and will make your onboarding experience even more effective.

So block out some time in your own calendar to implement this ASAP. ↓

🧪 The Project: Business Calendar Alignment

This project should be effective for any size of customer from enterprise to startup.

The more you know about the customer’s business, the better you can arm yourself to create valuable and timely experiences.