Hello Jordan,
There's a lot to unpack here, my perspective is coming from a career sales guy (and a future Customer Success Manager).
Asking your clients to attend training designed to help them succeed is not an unreasonable request, yet, there seems to be a reluctance for them to show up.
I'm making some assumptions that may be 100% wrong, but in my opinion, the issue may be Process related.
1. I would suggest including Onboarding/Training as a Hard Line Item on your SOW and/or Quote.
Adding Onboarding/Training as part of Sales Process is not a 'sales blocker'.
Rather. it provides an up front understanding that it's part of the complete solution, therefore, not an optional 'feature'.
Sales may need to tweak their 'pitch' and set the expectation that training is not an 'opt-out' part of the solution.
2. Also, is there a logical way to train the client while providing a phased access to the platform?
This may 'force' training onto the onboarding process.
3. Does the kickoff include a Mutual Account Plan (MAP)?
(ie: a mutual agreed upon set of activities and mutual commitments)
4. I'm curious, what's your churn look like when clients show up for training vs. not show up for training?
The answer to this may help you change how Onboarding/Training is managed today.
All of the above, in my honest opinion, hope it's helpful.
I'd appreciate your feedback if any of this resonates.
Gracias and Be well,
CEE
We are running into an issue where:- Sales closes a deal- We have the kickoff with the client and schedule client into first training- Client ghosts/no showsIdeally we would like each client to have a kickoff with their CSM then 4 training sessions with our training team.------------------------------
carlos enriquez
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Original Message:
Sent: 02-19-2021 10:45
From: Jordan Silverman
Subject: Incentivizing clients to attend training sessions
Our company mostly works with SMB customers (monthly agreements not annual).
We are running into an issue where:
- Sales closes a deal
- We have the kickoff with the client and schedule client into first training
- Client ghosts/no shows
Ideally we would like each client to have a kickoff with their CSM then 4 training sessions with our training team.
Has anyone played around with incentivizing clients to show up to trainings?
For example:
- Every training you attend you get 1 raffle ticket, bonus ticket if you attend all 4 trainings
- At the end of each month 1 person wins a prize (Peloton app membership, bottle of tequila, Amazon gift card, etc.)
Has anyone tried this or something similar before? Would love to hear the communities thoughts on Pros/cons.
#CustomerJourney
#CustomerSuccess
#Outcomes
#Strategy
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Jordan Silverman
Vice President of Customer Success
MarketMan
9148445775
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