Customer Onboarding Specialist Goal Examples

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Increase customer acquisition activities

As the first point of contact for any potential new customer, ensure you're readily available to help and convert them to a paid.

• Run 60 customer demos this quarter
• Book 25 outbound meetings this quarter
• Achieve 25% or higher call-to-close ratio
• Increase MRR by 10% each month across your accounts list

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Act as a voice of the customer

As the owner of the customer relationship for new customers, it's important that you voice any concerns, confusion, hesitation, and things that customers love across the entire organization. Closest to the customer wins and you're in a critical role to help us be that company.

• Share a film review (key points from customer calls) once per month during company town halls
• Create 3 customer fact sheets to share with Sales, Marketing, Product and Engineering for customer references, case studies, and research calls
• Work cross-functionally to address customer escalations and reach average resolution time of 24 hours or less

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Delight our customers

With the help of the team, identify a customer's "first value" point and drive towards achieving it fast. This will help us ensure customers learn about the total value we offer them.

• Reduce customer onboarding process time from 5 days to 3
• Reduce your customer churn rate this quarter from 5% to 3%
• Increase your customer NPS scores this quarter from 7.0 to 8.5
• Reduce incoming support tickets regarding onboarding confusion from your customers by 25%

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Become a product expert

As someone in a customer-facing role, it's important that you have a deep understanding of our products to better serve our customers. Being an avid user of our product also helps you develop a better understanding of what our customers value.

• Have a monthly peer-to-peer meetings with a product manager
• Write help documentation for 3 new features this quarter
• Review 15 existing help documents to ensure they're up-to-date with current product capabilities
• Share valuable customer feedback from 7 customers with the team to help improve our product