Front
Front

Onboarding Hand-off

Introducing Front's Customer Success Onboarding Handoff, a seamless transition process designed to ensure a smooth and efficient onboarding experience for new customers. With a focus on providing expert guidance and support, Front's dedicated account team ensures that clients are well-equipped to optimize their team's processes and workflows using the Front platform.

The Onboarding Handoff email serves as a warm introduction to the client's account team, including their Onboarding Manager, Customer Success Manager, and Account Manager. These Front experts are committed to the client's ongoing success, providing best practices and recommendations tailored to their unique needs.

Front's onboarding philosophy revolves around educating and empowering customers to configure the platform effectively for their teams. By partnering with clients to understand their processes, Front's Onboarding Manager translates and optimizes these workflows within the platform, ultimately enabling the team to become fully self-sufficient. With clear next steps and a focus on collaboration, Front's Customer Success Onboarding Handoff sets the stage for a successful implementation and long-term partnership. Embark on your Front journey today and experience the difference that a well-structured onboarding process can make.

Onboarding hand-off

From
samantha@frontapp.com
To

Bcc

Subject
You're officially a Front customer! What's next?

Hi ____,

Congratulations and thank you for choosing to move forward with Front! While I've been your go-to person during your trial period, I want to formally introduce you to your account team.

Your onboarding manager, ____, will be here to make sure your team is properly onboarded to Front. Your customer success manager ____ and account manager, ____, will be your go-tos for ongoing success with Front after your team is onboarded. They all are Front experts who are dedicated to your success. You'll be in great hands with them!

Our onboarding philosophy is centered around educating and empowering our customers to understand how to best configure Front for their teams. Your onboarding manager will partner with you to understand your team's processes, and then translate and optimize those as workflows in Front by providing best practices and recommendations. Ultimately, we will enable your team to be fully self-sufficient on Front.

Here are the next steps to get started with your Front implementation:

  1. Let us know your availability for a 45-minute kick-off call with you to align on timeline and goals. Your onboarding manager will send a calendar invite shortly after. The attendees should be yourself and whoever will be responsible for Front for the first 6 months.
  2. Please fill out the contact grid below and to ensure we have the appropriate project team and their contact information moving forward.
Contact
Name
Title
Email
Phone
Executive Sponsor




Project Manager




Team Manager(s)




IT Administrator




Thanks again and welcome to your Front journey!

Best,

____

Introducing Front's Customer Success Onboarding Handoff, a seamless transition process designed to ensure a smooth and efficient onboarding experience for new customers. With a focus on providing expert guidance and support, Front's dedicated account team ensures that clients are well-equipped to optimize their team's processes and workflows using the Front platform.

The Onboarding Handoff email serves as a warm introduction to the client's account team, including their Onboarding Manager, Customer Success Manager, and Account Manager. These Front experts are committed to the client's ongoing success, providing best practices and recommendations tailored to their unique needs.

Front's onboarding philosophy revolves around educating and empowering customers to configure the platform effectively for their teams. By partnering with clients to understand their processes, Front's Onboarding Manager translates and optimizes these workflows within the platform, ultimately enabling the team to become fully self-sufficient. With clear next steps and a focus on collaboration, Front's Customer Success Onboarding Handoff sets the stage for a successful implementation and long-term partnership. Embark on your Front journey today and experience the difference that a well-structured onboarding process can make.

Related examples in Sales to Success Handoff
Vitally
Vitally
Pre-Trial Kickoff
Gainsight
Gainsight
Quarterly Business Review