Most onboarding teams didn’t plan their tool stack. It grew one need at a time: a project tracker, a shared doc, a separate channel for customer updates, a spreadsheet for reporting. Each one made sense when it was added.
Over time, the plan, the conversations and the progress end up spread across all of them. Your team spends time pulling context together, and customers have a harder time seeing what’s done and what they need to do next.
For Part 3 of our State of Onboarding Webinar Series, join Kristi Faltorusso, CEO of Kristi Faltorusso Advisory, and GUIDEcx for a practical conversation about how tool sprawl affects the onboarding experience and how teams can connect the work again.
We’ll Cover
- Where disconnected tools slow down your team and create confusion for your customers.
- How to give your team and your customers one clear view of the plan, the progress and the next step.
- Using modular design to adjust onboarding for each customer without starting a new plan from scratch.
- What to track to measure progress, improve your process and show early customer value.
Meet the Speaker: Kristi Faltorusso
CEO, Kristi Faltorusso Advisory
Customer Revenue Advisor to B2B SaaS CEOs, founders, and leaders | Former CCO who led CS at 5 companies | 6x Top 25 CS Influencer | Founder of After the Close, the customer revenue media brand reaching 20,000+ leaders
Ready to Connect Your Onboarding?
You’ll leave with practical ideas for evaluating your onboarding setup and creating an experience that helps your team and customers move forward together.
Tuesday, December 1 | 11:00am MT
