Have you ever made an onboarding customer cry? Or churn on the same day of their kickoff call?

...no? Well then you haven't quite fucked up like we have.

In this episode, we break down the do's and the don'ts of onboarding, including:

00:00:00 - Avoiding red flags in customer success

00:01:11 - Onboarding mishaps to avoid

00:03:16 - Trust but verify: handling sales handovers

00:05:04 - Always have a checklist!

00:05:50 - Preparation: knowing your client’s story

00:07:04 - Quit pushing features & listen to priorities

00:10:03 - Handling overwhelmed clients

00:13:57 - Pause: Don’t monologue during calls

00:16:01 - Setting clear expectations and next steps

00:19:19 - Dealing with difficult clients

00:21:53 - Treat onboarding like a first date

00:22:27 - Key takeaways for effective onboarding

And hey, we want to hear from you! What topics do you want us to tackle next? Reach out and let us know. Remember, we fucked up so you don’t have to.

Connect with us!

Melanie's LinkedIn: https://www.linkedin.com/in/melanie-faye/

Stino's LinkedIn: https://www.linkedin.com/in/stijn-smet-%F0%9F%90%B3-330435a9/

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