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Are Onboarding Questionnaires Hurting Your Customer Experience?

Are Onboarding Questionnaires Hurting Your Customer Experience?

by Peter Ord | Jun 27, 2020 | Customer Experience + Self-Service

The new client sales handoff to the customer success team in charge of client onboarding is one of the most crucial times in a new client relationship because it provides an opportunity to build a relationship, and it can set expectations for all your future...
Why Customer Onboarding Never Ends

Why Customer Onboarding Never Ends

by Mark Mitchell | Jun 24, 2020 | Onboarding + Implementation

This post originally appeared on Springboard Solutions. Do you find that just when a new account is finally onboarded and goes live, the internal champion leaves and poaches half their team? When this happens, you unexpectedly are entitled to onboard and train a new...
The Neuroscience of Customer Onboarding

The Neuroscience of Customer Onboarding

by Mark Mitchell | Jun 23, 2020 | Customer Experience + Self-Service

This article originally appeared on Springboard Solutions. Do you meet resistance from new customers when you most expect them to be excited about your product? The reason might be due to the inner workings of the brain. Ed Powers, Vice President of Client Success and...
Following Up Your Onboarding: Best Practices to Gather Post-Onboarding Feedback

Following Up Your Onboarding: Best Practices to Gather Post-Onboarding Feedback

by Todd White | Jun 22, 2020 | Customer Experience + Self-Service

The customer experience survey has become a ubiquitous part of our world, with companies everywhere trying to gather information and feedback about their interactions with clients and customers in an effort to improve. In that world of constant survey requests, it...
The Difference Between Client Onboarding and User Onboarding

The Difference Between Client Onboarding and User Onboarding

by Garrett O'Brien | Jun 14, 2020 | Onboarding + Implementation

Many people use the terms “client onboarding” and “user onboarding” interchangeably, but there are some key differences between these two things. Understanding the differences can help you choose the right onboarding software to meet your needs as you bring in new...
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