Onboarding, Education
and Community ​

In just half a day, three customer success experts will help you fortify your processes and systematic thinking around onboarding, customer training, and engagement. You’ll gain new perspectives and strategic insights to drive better outcomes—all while building your contacts book with leadership-level networking. 

Hosted by ChurnZero, Higher Logic Vanilla, Absorb, and GuideCX, RYG Workshop New York City gives you the maximum value for a single day’s commitment in a city near you. Spots are limited, so don’t wait to secure your seat. 

Your speakers and agenda

Agenda 

12 PM – 1 PM:  Check-in and light lunch
1 PM – 4 PM: Sessions
4 PM – 5 PM: Networking reception 

Sessions 

Onboard people; Implement software 

Jeff Kushmerek, Founder & CEO, Infinite Renewals  

Join industry expert Jeff Kushmerek to discover the crucial link between effective onboarding and the success of software implementation. Jeff’s data-driven insights and repeatable processes, tailored for B2B SaaS companies, will help you foster team cohesion while onboarding new users more effectively, implementing your solution more smoothly, and improving your time to value and retention. 

Design your customer education for long-term loyalty 

Ali Cudby, Co-founder & CEO, Alignmint Growth Strategies 

Learn to reevaluate customer education as an opportunity to uplevel a customer’s path to retention and growth, with the bestselling author of Keep Your Customers. 

Incorporating a loyalty orientation into customer education maximizes your long-term customer value. However, loyalty is not a one-size-fits-all approach; there are three distinct tiers of loyal customers. 

By understanding the dynamics of each group, and the digital tools and tactics to target them, you can deliver tailored, targeted onboarding, implementation and usage materials that motivate customers into higher levels of loyalty. 

Get personal at scale: A blueprint for expanding reach through community 

Heather Wendt, Community Manager, Gain Grow Retain 

Are you feeling the squeeze of managing an ever-expanding portfolio of customers while maintaining a personal touch? 

When your team is stretched thin, the traditional one-on-one engagement model becomes less feasible, often leaving customers to fend for themselves. And, while tools like product usage data and NPS surveys are great for quick snapshots of customer health, they miss the broader context and underlying stories that really tell you what’s going on. 

Transitioning to a one-to-many engagement model hinges on delivering tailored information to the right person at just the right time. This is where the power of community comes into play. It offers an organic and efficient way for both customers and your team to engage. 

In this session, you’ll explore different self-service learning and engagement programs that can be integrated within a community framework. You’ll learn the specific types of content that resonate best at each stage of your company’s growth. 

By the end, you’ll have a straightforward plan to use community-based strategies to improve how your team interacts with customers. This approach makes your team’s jobs less stressful and more productive by making it easier for them to keep up with customer needs and questions. It ensures every customer gets the attention they deserve without overwhelming your team. 

Register today 

March 14, 2024
12 PM – 5 PM
Registration Fee:  $125 

Who should attend

CS leaders and aspiring leaders: managers, directors, vice presidents, and CCOs.

Thanks to our sponsors

Part of the industry-leading  customer success event series brought to you by ChurnZero.
RYG = red, yellow, and green the indicators of customer health.