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We’re Done with Onboarding…Now What?

We’re Done with Onboarding…Now What?

by Harris Clarke | Oct 21, 2020 | Onboarding + Implementation

Customer success for new SaaS clients starts long before they actually begin using your software. Your sales team lays the groundwork by building a relationship and explaining how your software can provide solutions for their most pressing problems. Then it’s up to an...
Avoid These Common Pitfalls in the Transition from Sales to Implementation to Onboarding

Avoid These Common Pitfalls in the Transition from Sales to Implementation to Onboarding

by Todd White | Sep 3, 2020 | Onboarding + Implementation

Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
The Common Problem of New Client Implementation

The Common Problem of New Client Implementation

by Chandler Olsen | May 7, 2020 | Onboarding + Implementation

As a Sales Development Rep at GuideCX, I call people all over the United States and Canada. It’s my job to be precise and productive in delivering valuable information to people. I talk with CEOs, COOs, VPs of Sales, Operations, Client Services, and Client Success....
4 Keys to Prepare for Successful Client Onboarding

4 Keys to Prepare for Successful Client Onboarding

by Harris Clarke | Apr 24, 2020 | Onboarding + Implementation

[Updated January 7, 2022] Before you even start the client onboarding process, it’s important that you have your own internal processes aligned. The more prepared you are before you start onboarding, the less likely you are to run into challenges. These challenges...

These Critical Steps Will Streamline Campaigns for New Clients

by Peter Ord | Apr 23, 2020 | Onboarding + Implementation

What does your current onboarding process look like right now? If the answer is that you don’t have a process, or your process lives inside one of your team members’ heads, that’s a recipe for losing clients—and the most successful businesses are those that foster...
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