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Why Customers Feel Lost After They Sign

I will build & scale your Salesforce with you 1-on-1: https://www.gosimplyscale.com ---- What happens after a customer signs a contract is one of the most important — and most overlooked — parts of any business. In this video, I break down a step-by-step client onboarding and handoff process that shows exactly how a business should move a deal from Closed Won to a successful, fully onboarded customer using Salesforce. You’ll learn: How to hand off a customer from sales to account management without confusion How to assign the right account manager automatically What onboarding emails, training materials, and follow-ups should look like How to prevent new customers from being ignored after signing How to build a repeatable onboarding workflow in Salesforce When and how to escalate if a customer doesn’t respond Why poor onboarding causes churn — even when sales does everything right This system applies to SaaS companies, service businesses, agencies, and B2B teams that want a smoother customer experience and better retention. If you’re using Salesforce and don’t have a clear onboarding process after a deal closes, this video will show you exactly what’s missing and how to fix it.