Onboard clients successfully

With this use case, plan and run a smooth onboarding and renewal management process for your clients, while collaborating with key stakeholders, all in one place.

Best for

#Sales
#Account management
#Customer success

Overview

Once a deal is closed, successfully onboarding new clients is a key step in the post-sales cycle. With a centralized view, the handoff from account executive to account manager is made easy through these onboarding processes. Sales team managers can see a birds eye view of where onboarding stands, down to granular data such as deal values, renewal status, and more. With this use case, see how you can:

1

Seamlessly onboard new clients successfully via integrated post-sales processes in one place.

2

Work collaboratively with key stakeholders such as customer success representatives and account managers.

3

Accurately track and manage renewals such as status, stage, and more, with different views and widgets.

4

Optimize time management with custom automations to speed up processes such as notifying key stakeholders at the right time.

5

Simplify the onboarding process from migrating to reporting, to increase efficiency.

Try out this use case

Template version includes:

Full solution includes:

See it in action

Results by the numbers

65

%

74

%

increased customer satisfaction
improved customer retention

“The cool thing is that sales managers get a 30,000 foot view of where the onboarding stands at all times.”

Paloma Kim
Sales Manager | monday.com

Integrations & Apps

Implementation time

1-5

hours

Want to learn more about this use case?

Want to learn more about this use case?

Try basic template or talk to an expert for full solution

Want to learn how to implement this use case?

Get StartedTalk to an expert

Overview

Once a deal is closed, successfully onboarding new clients is a key step in the post-sales cycle. With a centralized view, the handoff from account executive to account manager is made easy through these onboarding processes. Sales team managers can see a birds eye view of where onboarding stands, down to granular data such as deal values, renewal status, and more. With this use case, see how you can:

1

Seamlessly onboard new clients successfully via integrated post-sales processes in one place.

2

Work collaboratively with key stakeholders such as customer success representatives and account managers.

3

Accurately track and manage renewals such as status, stage, and more, with different views and widgets.

4

Optimize time management with custom automations to speed up processes such as notifying key stakeholders at the right time.

5

Optimize time management with custom automations to speed up processes such as notifying key stakeholders at the right time.

See it in action

Top use cases

https://efficiencyimpact.monday.com/use-case/successfully-onboard-clients