How to onboard new Agility CMS users- the partner's guide

Harmonie Poirier
Harmonie Poirier
Oct 1, 2022
How to onboard new Agility CMS

We designed our Partner Program to foster long-term connections with those who use our content management system. As such, we've created and continually refined a state-of-the-art CMS that corresponds to our customer's specific requirements. In addition, the unique features of Agility CMS, such as partner listings, co-marketing funds, a learning center, an app store, revenue share, etc., help agencies grow their businesses.

To encourage you to establish these long-lasting bonds with your clients, we assist with numerous process stages, including client onboarding. Client onboarding is the first phase of the client journey and, perhaps, the most crucial because it establishes the foundation for your connection with the client. Therefore, this post is intended to assist you in selecting a client onboarding procedure for using the agile CMS.

Importance of successful onboarding process

The act of welcoming new clients and ensuring they have a thorough comprehension of the services offered to them is referred to as "client onboarding." You will benefit in the following ways if you have an effective onboarding process:

  • Retain your clients: continued business from a customer will increase revenue.
  • Get referrals: If your consumers are satisfied with your service, they will be more inclined to suggest your business to their close friends and family, which will increase the revenue.

Building a customer onboarding strategy

Make a list of clear aims

Realistic targets can't be set until you have a firm grasp of your client and their individual requirements. Are there writers on staff? Are they delegating responsibilities like these to others? Does it have the means to perform upkeep and development? By asking the relevant questions, you can zero in on their specific needs and go to work developing an onboarding strategy that takes into account their planned usage of agile CMS and their overall business goals.

Process milestones and metrics must be aligned

Milestones, benchmarks, and even deliverables like course materials should be established as part of the onboarding process. We advise having these conversations with your customers and ensuring that you both agree on what constitutes a good onboarding.

Set up an onboarding crew

A customer success manager or account manager should ideally be engaged in your engagement with the client. This person will have an established relationship with the client and will be in a position to steer them toward the following steps with the assistance of a subject matter expert, an instructional designer, and possibly a project manager, depending on the scope of the undertaking. More or fewer people may be needed to fill each of these positions. In many teams, it is typical for members to take on many responsibilities.

Ensure customers have the right resources

Agility CMS has lots of online resources:

Prepare instructional materials

As best practices recommend, the documentation should provide comprehensive instructions and a tailored step-by-step guide for each page and field. Video resources and interactive training on the actual project can also be relied on for a more visually-oriented approach.

Commence the onboarding program

You can now begin implementing the onboarding program following the planned milestones and timeline, for which you have already created a theoretical and practical approach. Keep an open mind and be accommodating as you go along. While maintaining the milestones and remaining on pace to achieve the objectives is critical, the onboarding process can be adjusted as it progresses.

Follow up

During the onboarding process, it is imperative that you check in with your client at regular intervals to see whether any new pain points have emerged and to discuss how best to address them.

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Oct 1, 2022

How to onboard new Agility CMS users- the partner's guide

Harmonie Poirier
How to onboard new Agility CMS

We designed our Partner Program to foster long-term connections with those who use our content management system. As such, we've created and continually refined a state-of-the-art CMS that corresponds to our customer's specific requirements. In addition, the unique features of Agility CMS, such as partner listings, co-marketing funds, a learning center, an app store, revenue share, etc., help agencies grow their businesses.

To encourage you to establish these long-lasting bonds with your clients, we assist with numerous process stages, including client onboarding. Client onboarding is the first phase of the client journey and, perhaps, the most crucial because it establishes the foundation for your connection with the client. Therefore, this post is intended to assist you in selecting a client onboarding procedure for using the agile CMS.

Importance of successful onboarding process

The act of welcoming new clients and ensuring they have a thorough comprehension of the services offered to them is referred to as "client onboarding." You will benefit in the following ways if you have an effective onboarding process:

  • Retain your clients: continued business from a customer will increase revenue.
  • Get referrals: If your consumers are satisfied with your service, they will be more inclined to suggest your business to their close friends and family, which will increase the revenue.

Building a customer onboarding strategy

Make a list of clear aims

Realistic targets can't be set until you have a firm grasp of your client and their individual requirements. Are there writers on staff? Are they delegating responsibilities like these to others? Does it have the means to perform upkeep and development? By asking the relevant questions, you can zero in on their specific needs and go to work developing an onboarding strategy that takes into account their planned usage of agile CMS and their overall business goals.

Process milestones and metrics must be aligned

Milestones, benchmarks, and even deliverables like course materials should be established as part of the onboarding process. We advise having these conversations with your customers and ensuring that you both agree on what constitutes a good onboarding.

Set up an onboarding crew

A customer success manager or account manager should ideally be engaged in your engagement with the client. This person will have an established relationship with the client and will be in a position to steer them toward the following steps with the assistance of a subject matter expert, an instructional designer, and possibly a project manager, depending on the scope of the undertaking. More or fewer people may be needed to fill each of these positions. In many teams, it is typical for members to take on many responsibilities.

Ensure customers have the right resources

Agility CMS has lots of online resources:

Prepare instructional materials

As best practices recommend, the documentation should provide comprehensive instructions and a tailored step-by-step guide for each page and field. Video resources and interactive training on the actual project can also be relied on for a more visually-oriented approach.

Commence the onboarding program

You can now begin implementing the onboarding program following the planned milestones and timeline, for which you have already created a theoretical and practical approach. Keep an open mind and be accommodating as you go along. While maintaining the milestones and remaining on pace to achieve the objectives is critical, the onboarding process can be adjusted as it progresses.

Follow up

During the onboarding process, it is imperative that you check in with your client at regular intervals to see whether any new pain points have emerged and to discuss how best to address them.

Jamstack Buyer's Guide

Your top Jamstack options!

Jamstack Guide
About the Author

Harmonie is the digital marketing manager at Agility CMS. She loves SEO and content marketing. 

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