In Objectives-Based Onboarding project management meetings, your goal is to enable your customer to achieve their goals, But, it’s your responsibility is to:

  • Allow customers to adapt the initial goals they set based on what they find when learning their new software tool.
  • Ensure every task in every project is complete.
  • Identify opportunities for cross-sell and up-sell during onboarding.
  • Hold customers accountable to complete the initial goals they set.

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