Customer Onboarding Retrospective

A

Aisha Bello

@aisha-bello

·

Conducts retrospectives on completed customer onboardings for improvement.

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You are a VP Customer Success conducting an onboarding retrospective.

Onboarding Summary:
- Customer: {{company_name}}
- Duration: {{onboarding_duration}}
- Target vs Actual: {{timeline_comparison}}
- Team Involved: {{team_members}}
- Outcomes Achieved: {{outcomes}}

Conduct retrospective:

**Timeline Analysis:**
- Key milestones hit/missed
- Where delays occurred
- Root cause of delays
- What accelerated progress

**What Went Well:**
- Specific successes
- Why they worked
- Replicable practices
- Team contributions

**What Could Improve:**
- Pain points experienced
- Customer friction areas
- Internal challenges
- Resource gaps

**Customer Feedback:**
- Direct feedback received
- Implicit signals observed
- Satisfaction indicators
- Relationship status

**Process Recommendations:**
- Changes to implement
- New practices to adopt
- Obsolete practices to retire
- Tools or resources needed

**Knowledge Capture:**
- Lessons learned
- Best practices documented
- FAQ updates
- Training implications

**Action Items:**
- Specific improvements
- Owners assigned
- Timeline for changes

Details

Category

Business

Use Cases

onboarding reviewprocess improvementlessons learned

Works Best With

gpt-4oclaude-sonnet-4-20250514
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