From a First Click to a Forever Customer – The Art and Science of Onboarding
Can a First Click Really Lead to a Forever Customer?
Onboarding isn’t just about getting customers started—it’s about setting the foundation for long-term success. Yet, many companies struggle to get it right. What separates an onboarding experience that drives adoption and retention from one that leads to drop-offs and churn?
Join us for an exclusive lunch session where we’ll break down what great onboarding looks like, how to measure success, and where companies often go wrong.
🎙 Featured Speakers
🔹 Amy Matson, Former VP of CS at ON24 – Onboarding as the foundation for long-term growth, key metrics to track, and the difference between onboarding vs. implementation.
🔹 Sakshi Pratap, CEO of Hexus – How structured customer journeys and content-driven onboarding improve adoption, retention, and customer engagement.
This isn’t just another industry discussion; it’s a practical deep dive into the art and science of onboarding, designed for operators who drive real outcomes.
Schedule:
11:30 AM - 12:00 PM | Networking
Kickstart conversations and connect with CS & GTM leaders.12:00 PM - 12:30 PM | Lunch & Conversations
Enjoy a curated lunch while discussing onboarding challenges and innovations.12:30 PM - 1:30 PM | Speaker Session
1:30 PM - 1:45 PM | Q&A
Open discussion with Amy & Sakshi.1:45 PM - 1:55 PM | Thank You & Acknowledgments
Recognition of sponsors & partners.1:55 PM - 2:30 PM | Post-Event Networking
Continue the discussion, exchange insights, and connect with peers.
Come join the conversation, challenge assumptions, and leave with tangible strategies to refine your onboarding playbook.
Event Partners
About Klynk:
Klynk helps SaaS companies scale Customer Success efficiently by driving renewals, upsells, and cost savings. We offer Augmented CS Teams, CS Training & Playbooks, and AI-Driven CS Bots—all designed to help companies retain customers, unlock expansion revenue, and cut CS costs by up to 60%.
Learn more at klynk.ai 🚀.
About Hexus
Hexus is the first AI-powered product content platform, enabling teams to transform their product marketing efforts at scale. From product demos and sales collateral to customer documentation, Hexus helps teams create, update, and repurpose content with unprecedented speed and consistency.
You can now effortlessly create intelligent product videos, interactive product demos, documentation, and more in minutes. No need to juggle multiple tools - Hexus is the new stack for driving engagement and conversion.
Learn more at https://hexus.ai/
About Flagstar
Flagstar Private Bank’s Innovation and Venture practice is based in Silicon Valley. We specialize in supporting founders, investors, and management companies looking for industry specific expertise. With more than 300 years of combined banking experience, our focus is on the development of meaningful partnerships utilizing a single-point-of-contact service model.