by Todd White | Feb 24, 2021 | Blog, Blog, Blog, Blog-onb, Customer Experience, Implementation, Onboarding, Podcast
You know you have an excellent product—you wouldn’t be selling it if you didn’t. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...
by Todd White | Feb 2, 2021 | Blog, Blog, Blog, Blog-onb, Customer Experience, Onboarding, Self-service
A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...
by Todd White | Jan 29, 2021 | Blog, Blog, Blog, Blog, Blog-onb, Customer Experience, Implementation, Onboarding, Self-service
In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...
by Todd White | Dec 14, 2020 | Blog, Blog, Blog-onb, Customer Experience, Onboarding
In the customer onboarding process, there are a lot of things you can and should track, and many of them are very important—for example, how long it takes to complete certain tasks, and how often you meet your onboarding deadlines. There is one thing that companies...
by Todd White | Oct 14, 2020 | Blog, Blog
One of the biggest mistakes SaaS onboarding teams make is spending too much time focusing on the features available in the product. The onboarding interaction is important to set the tone for how well your clients are able to use the product, so it might seem like a...
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