Kicking things off with a bang!
Your first four weeks with us are designed with one thing in mind: to get you started quickly and set you up to meet your goals. You'll then have access to ongoing support and guidance from our awesome Customer Success team.
This is a sample plan to help you understand what you can expect from your onboarding process. Typically, our customers complete onboarding within 4 weeks -- some do it even faster -- and we focus on identifying your primary use cases and goals.
Since onboarding is dependant on your use cases, we’ll structure onboarding and prioritize objectives to your needs.
During onboarding, you’ll work with your own dedicated Customer Success Manager to build a roadmap to accomplish both your immediate and long-term goals. The Xeneta expert will act as a project manager to hold your team accountable for achieving your objectives and offer best practices.
In our first week, we begin with a kick-off to generate joint understandings of onboarding goals and expectations.
Joint understanding of onboarding goals & expectations
Xeneta support & resources known
Determine when freight rates will be received
Login credentials setup
The second phase is all about the data. This provides you with valuable first insights into your freight rates (and in just 3 weeks!). Additionally, the focus at this stage is on your user enablement.
Establish future communication cadence
After reviewing again onboarding goals, Success KPIs and targets for the upcoming weeks and months are agreed upon.
Confirm all users have logged in
Provide and review homework material
Agreed success KPIs, mid-term goals/roadmap, and mode of interaction
When you complete your onboarding, you’ll be confident using the platform to reach your goals. Feedback sessions with the users provide valuable insights for a successful experience.