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The OBR (Onboarding Business Review) template is a milestone celebration marking the completion of the onboarding process. It includes a summary of key performance indicators (KPIs) achieved during onboarding and sets the focus on upcoming KPIs for the next few months. This email serves as a valuable touchpoint to ensure alignment, address concerns, and foster ongoing collaboration between your company and the client.
In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.
Hila Yerushalmy is an experienced success manger at Panorays with 8 years of leadership experience. She excels in understanding customer needs, driving strategic planning, and resolving issues. Hila's feedback programs have led to product improvements and increased customer loyalty.
Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.
Shachar Avrahami Get template
Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.
Shachar AvrahamiGet template
