How to Align Client Onboarding Expectations and Reality

How to Align Client Onboarding Expectations and Reality

When you buy something—from a sweater to a new TV—you have an expectation of what the product will be like. So, when your new blue sweater turns out to be purple instead, or when your new HD big screen has a grainy picture, you’re justified in feeling disappointed....

7 Client Onboarding Mistakes That Drive Customers Away

7 Client Onboarding Mistakes That Drive Customers Away

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...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

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...

3 Ways Customer Success Teams Can Improve Client Onboarding

3 Ways Customer Success Teams Can Improve Client Onboarding

Your sales team has closed the deal and landed a new customer. Congratulations! Now it’s time for you and your customer success team to shine. But just delivering the product or service your new client bought isn’t enough. Even if your customers get what they paid...

We’re Done with Onboarding…Now What?

We’re Done with Onboarding…Now What?

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...

How to Shorten Your TTV for New Clients

How to Shorten Your TTV for New Clients

Remember the last time you bought a piece of furniture from a retailer that you had to assemble yourself? Putting aside the aching back from all that time spent bending over, the process is usually a pretty simple one. You pull out all the pieces, follow the...

The Common Problem of New Client Implementation

The Common Problem of New Client 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

Before you even start the onboarding process with your clients, it’s important that you have your own internal processes worked out. The more prepared you are before you start onboarding, the less likely you will run into challenges that slow you down, leave clients...