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.