Ever Boarding

Ever Boarding provides a tailored onboarding experience for new users (admins or champions) who are joining an existing product setup. The program ensures they get up to speed quickly with the product's capabilities, configurations, and the impact it has had on their company, empowering them to take full ownership of the solution.

Main Audience

• Admins
• Champions

Main Company Goal Supported

• Lower Time to Value (TTFV): By getting new users up to speed quickly in an already configured system, Ever Boarding reduces the time they need to start contributing and leveraging the solution.
• Customer Success Efficiency: Since the new users are joining an existing setup, this program reduces the need for high*touch, repeated onboarding sessions, allowing Customer Success Managers to focus on higher-value activities.
• Increase Product Stickiness: By helping new users fully understand the product and its value within their company, Ever Boarding strengthens engagement and increases the likelihood of continued usage across the team.

Customer Outcome (Objective)

Equip new users with the right context, product knowledge, and understanding of how the solution is configured and utilized within their organization, enabling them to take ownership and maximize value quickly.

Main Actions for the Audience:

• Admins: Learn the configurations and management options specific to their company's setup.‍
• Champions: Understand how the solution impacts their team's workflow, KPIs, and performance, and ensure the team continues to use the product effectively.

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Key Actions:

• Provide Context: Explain how the solution has been configured and how it impacts the company’s operations.
• Tailored Product Training: Offer role*based training modules to focus on the specific areas relevant to the new user (e.g., admin tools, reporting features).
• Guided Tour of Configurations: Walk new users through the current configurations to ensure they understand the existing setup and can manage it.
• Success Metrics Review: Show how the solution is currently driving success for the company and what additional opportunities may exist.

Measurement of Success (Key Metrics):

• Time taken for new users to get fully onboarded
• Engagement level of new users with the solution (e.g., usage frequency)
• Feedback on the clarity of onboarding and product understanding