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The Client Journey - Customer Success - Coggle Diagram
The Client Journey - Customer Success
Initial Adoption and Introduction
Initial introduction to their platform
Onboarding / Awareness
Establish first understanding and value of the product (MOST IMPORTANT TIME)
Adoption / Consideration
Begins to see value in product and how to implement across work flows / Value growing
Nurture / In Flight
Has successful projects both completed and in motion. Able to look ahead and see how they will use the platform.
Value Realization / Expansion
3 more items...
Client is able to independently, comfortably and quickly utilize platform
Trusts and values their CS rep and sees them as a trusted advisor to assist them on projects and as someone in their corner
Relationship with CS rep deepens as they begin to trust the them and see value in turning to rep for advice and guidance. (Key relationship growth time)
Client begins to feel comfortable in platform / understands how to use it in the best ways possible
Deciding how much time they can give to utilizing and engaging with the product - this is highly impacted by how "easy" it is to grasp to and how the product was sold to them
Building their relationship with their dedicated CS Rep.
Preparing team for launch and identifying initial use cases along with asking team to devote time in week to adoption
Meeting of CS representative - Start of Relationship - No trust developed yet