Planning which conferences to attend next year? For professionals in customer success, customer training, and customer marketing, here's a handy guide to upcoming events.

We'll keep this list updated as we learn more. If we missed any, let us know in the comments!

In Part 3 of our Customer Onboarding blog series, we look at how your internal team members (people) can be involved with customer onboarding. For many businesses, a human touch is necessary for the customer onboarding process. Contrast this with Part 2, which focused on automated strategies, and Part 1, which focused on a dedicated training team.

Customer success is a very cross-functional discipline, incorporating aspects of sales, marketing, product management, and support. The strategies below might be owned by different functional teams than the formal customer success organization. Yet it's important for the customer success team to be involved with all aspects of the customer journey

In this blog post we dive deeper into onboarding managers, community, live chat, and support tickets. For a 1-page guide to all ten strategies, remember to download our free 10-Step Checklist for Customer Onboarding.

This Part 2 of our Customer Onboarding blog series focuses on automated ways for customers to help themselves. In Part 1, we covered how training can be used for onboarding via on-demand training, instructor-led training, and public webinars.

Automated onboarding is great for organizations that require low-touch, high-volume customer success, such as "freemium" or self-service products. It's not possible for customer success managers (CSMs) to provide 1:1 training at scale.

In this blog post we dive deeper into in-app messaging, email drips, and knowledge banks. For a 1-page guide to all ten strategies, remember to download our free 10-Step Checklist for Customer Onboarding.

The best customer success teams understand that customer communications is a multi-channel process. When you think about it, most customer-facing functions in a company are already multi-channel:

• Sales teams use email, phone and LinkedIn to hunt down prospects;
• Marketing teams use web, mobile, social, and email to educate buyers;
• Customer service teams use chat, phone, email, and social to provide support.

All of these teams have multiple software tools to provide analytics and improve productivity. Yet many customer success teams still rely on a single channel - their customer success managers (CSMs), who schedule meetings and quarterly business reviews (QBRs) manually.

Our free 10-Step Checklist for Customer Onboarding provides a handy reference for ten different customer onboarding strategies. In this blog post we dive deeper into the first three - on-demand training, instructor-led training, and public webinars.

If customer success is the key to sustainable business growth, then customer onboarding is the key to sustainable customer success.

Timely and proactive onboarding is the important first step for your customers to gain value from your product or service.

At Skilljar, we spend a lot of time thinking about customer onboarding and success. Even after our customers have successfully launched on the Skilljar platform, there are many reasons why we'd like to stay in close touch.

Earlier this year, we started doing proactive Quarterly Business Reviews (QBRs) with select customers who are "post-launch" with Skilljar. These 60-minute sessions are an opportunity for us to learn more about our customers' upcoming business goals, get feedback on our product roadmap, and share best practices.

This post describes the typical agenda and template that Skilljar uses for our QBRs. Major kudos to the Preact team who created the master template that we use.