Onboarding is a crucial stage of your company’s relationship with a customer. In fact, it is so important that it’s many times a factor in customer churn when not done right. More than food for thought, the questions you should ask is: Is my customer onboarding programme effective? Is it helping my customers be successful using my product / service?

Bugle’s Customer Success team’s main goal is to guarantee that our customers achieve their desired outcomes with our platform, making sure that everyone who starts using bugle does not want to hear about any other solution! Maybe it seems easy, but doing it right means an ongoing relationship-building process and a dedicated client-first team.  

Onboarding is a crucial time in your relationship with your clients as it creates the ground in which you plant the seeds for a long and fruitful relationship - when done well. Doing it right is no easy feat, as it is usually very time consuming for your Customer Success team and when your company is growing this can lead to a few challenges, namely, scalability.

Different companies have different customer success approaches, and the decision between a low-touch or high-touch support model is usually dictated by strategic drivers as much as economic constraints. The two models are generally portrayed against one another, as often companies transition from high- to low-touch when scaling their business.

In this article, we will look at the top five red flags that can lead to customer churn. For each of these red flags, we will share practical tips that customer success managers can use to mitigate them, as well as valuable insights on how to combat churn throughout the entire customer journey.

Customer Onboarding is a crucial time for your customers’ success as it can set the tone in terms of product adoption, usage, satisfaction and relationship with your brand and product. One of the questions we get asked frequently is: what makes a great onboarding training programme. Here’s the answer.

Congratulations! You have your new academy with great courses for your audience. Now, it’s time to get your audience’s attention and engagement to make it a success. Here are some practical tips on how to do it.

If you are yet to be convinced that training your leads, customers, partners, associates and internal staff is a worthwhile investment, here are eight quantifiable ways that training will directly impact your business metrics and will help you build a bullet-proof case for implementing an academy.

In the business world, retention is permanently a hot topic. We all know that it typically costs far less to retain a customer than it does to acquire a new one. This is one of the reasons the acquisition funnel needs to be optimised at every stage to ensure that no one falls through the cracks.