Shows
Leadership & Learning w/Dr. JBTEpisode 48: Interview with Lindsay Powell on Onboarding New Hires🎙️ Leadership & Learning with Dr. JBT Designing Onboarding That Actually Works with Lindsay Powell In this episode, I sit down with Lindsay Powell, Manager of Learning & Development, to unpack one of the most underestimated leadership levers in any organization: onboarding. What quickly becomes clear in this conversation is that onboarding is not an event; it's a signal. A signal about culture. About expectations. About leadership. And ultimately, about whether someone sees a future in your organization. Lindsay brings both strategic clarity and practical insight as we explore what it really takes to design onboa...
2026-04-2441 min
Practical Founders Podcast#193: The Real Bottom of the Funnel: SaaS Onboarding That Works - Perry RosenbloomPerry Rosenbloom, founder of LaunchBay, previously built and sold Brighter Vision before starting his second SaaS company focused on onboarding. After running hundreds of onboarding processes per month, he saw a consistent problem: what happens after the sale is messy, manual, and often ignored. LaunchBay helps SaaS and professional services teams manage customer onboarding with structured workflows, shared client portals, and automation. The company has grown past $1M in ARR, doubling in 2025, with a focused approach on helping teams reduce onboarding time from 60–90 days to significantly faster activation. Perry shares practical lessons on onboarding as a...
2026-04-241h 07
Вишня, Сімка і ЛимонOnboarding в iGaming: визначення, метрики, вплив різних типів трафіку, onboarding flow🎧 Випуск №25. Привіт! Цей випуск присвячений темі **onboarding** як ключовому елементу user journey. Ми розглядаємо, що таке **onboarding process** у iGaming, його основні елементи та можливі фрикції. Обговорюємо важливість **персоналізації** та швидкого **fast flow** для користувачів, які роблять перший депозит.Це подкаст “Вишня, Сімка і Лимон”, і у цьому епізоді розкриваю тему разом із Ольгою Антіповою, Product Manager.🔍 Тайм-коди:00:00:00 Інтро00:08:17 загально про онбордінг (onboarding)00:10:30 вплив traffic source на онбординг на прикладі Facebook traffic00:13:22 з чого все починається?00:14:29 адаптація онбордингу під Facebook або трафік з app00:17:30 визначення онбордингу в iGaming00:24:50 як поміряти, що онбординг вдався?00:26:06 однодепери це про понагий онбординг?00:32:19 флоу онбордингу (onboarding flow)00:36:50 як зібрати данні з гравця в онбордингу, не втративши користувача00:41:51 скільки кроків має бути в онбордингу00:42:52 казино на white label не мають інструментів для онбордингу00:50:00 про платформи 00:51:25 про когнітивне навантаження на користувача00:52:33 персоналізація01:00:40 AB тестування01:04:00 метрики онбордингу01:08:40 про гейміфікацію01:11:44 продовження про метрики, аналіз drop off точки юзера01:13:00 про проблеми індустрії01:18:26 типові помилки в онбордингу📌 Про подкаст“Вишня, 7 і Лимон” — це подкаст про роботу в казино, iGaming-продукти, маркетинг, аналітику та управління гравецьким досвідом.😘 Слідкуйте за подкастом:LinkedIn https://www.linkedin.com/in/irynaashyrova/Instagram https://www.instagram.com/cherry7lemonTelegram @cherry7lemon😘 Підтримуйте подкаст на Patreon https://www.patreon.com/cw/cherry7lemonАбо на YouTube в розділі Суперподяка.✨ Над випуском працювали:🎙 Ведуча – Iryna Ashyrova, авторка і хост подкасту, iGaming Product Manager 🎙 Гості випуску – Olga Antipova, Product Manager https://www.linkedin.com/in/olha-antipova/🎙 Мотаж - Тетяна Коммунар😘 Промоція в LinkedIn – через профіль https://www.linkedin.com/in/irynaashyrova/📩 Контакти для співпраці по подкасту:Email: ira.ashyrova@icloud.comLinkedIn: https://www.linkedin.com/in/irynaashyrova/LinkTree: https://linktr.ee/cherry7lemonTelegram: https://t.me/cherry7lemon🎯iGaming, onboarding, onboarding iGaming, onboarding flow, casino onboarding, user onboarding, onboarding process, first deposit, FTD, traffic sources, Facebook traffic iGaming, UX iGaming, gamification onboarding, personalization iGaming, onboarding metrics, product manager iGaming, user journey, AB testing, drop off analysis, cognitive load UX, white label casino, iGaming podcast, Cherry7Lemon, Вишня 7 і Лимон, онбординг казино, онбординг юзерів, конверсія iGaming.
2026-04-091h 23
It's PersonnelThe Client Onboarding Process Most Companies Get WrongWhat really happens during the onboarding process with a PEO (Professional Employer Organization)? In this episode of It’s Personnel, we go behind the scenes of one of the most important — and most misunderstood — stages of HR outsourcing.Host Lexi Bartholomew sits down with Helpside onboarding specialists Jessica Rodriguez and Madison Rowley to break down why onboarding is far more than paperwork. While many business owners assume onboarding is just about I-9 forms and direct deposits, the first 60 days of a partnership can determine the success of the next six years....
2026-03-1736 min
The Eye Behind the EmpireThe Secrets to Effective Client OnboardingSummaryIn this episode of Eye Behind the Empire, Mandy Maleta discusses the critical importance of white glove onboarding for businesses. She emphasizes that effective onboarding is not just about luxury but about establishing trust and clarity with clients. Mandy outlines the invisible work that goes into creating a seamless onboarding experience, including understanding client expectations, the role of systems and processes, and best practices for ensuring a smooth transition for clients. The episode concludes with a call to action for listeners to reflect on their own onboarding processes and make necessary improvements.
2026-03-1023 min
Lawyer Business AdvantageBuilding a Smooth Client Onboarding Process
What is the importance of having a smooth client onboarding process in a law firm?
A smooth client onboarding process is crucial because it sets the tone for the entire client experience. It not only makes clients feel taken care of but also increases revenue, eliminates chaos, and sets the case up for success. The onboarding process is the client’s first experience with how the firm will manage their case, and a well-executed process can alleviate client anxiety and stress, leading to happier clients and a more profitable practice.
How can law fir...
2026-02-0620 min
DEI After 5 with SachaFrom Boring to Engaging: Transforming Onboarding for the New WorkforceLet’s be honest—most onboarding experiences are forgettable at best and overwhelming at worst. Yet for many organizations, the way they welcome new employees hasn’t kept up. Traditional onboarding often feels like a box to check—an administrative marathon of paperwork, policies, and PowerPoints. But in a world where people are craving connection, clarity, and belonging, that approach simply doesn’t work anymore.As discussed in a recent DEI After 5 episode, embracing change—especially when it comes to how we onboard—can be a powerful catalyst for growth, both for individuals and organizations.Why Onboarding...
2025-10-2814 min
Remodelers On The RiseOnboarding That Works: How To Set Up New Hires for Long-Term SuccessIn this episode of Remodelers On The Rise, Kyle Hunt is joined by Bryan Williams of Squirrel Solutions to talk all things onboarding. From prepping before day one to setting clear expectations and leveraging self-learning tools, Bryan walks through a simple, practical nine-step onboarding framework remodelers can apply right away. You'll also hear why great onboarding isn't just about forms and checklists—it's about culture, connection, and setting your new hires (and your business) up to thrive. If you're about to hire or want to improve how you bring new team members into your remodeling business, this co...
2025-08-2243 min
SaaS FuelOnboarding as Revenue Engine: Win Expansion from Day One | Srikrishnan Ganesan | 301Most SaaS companies treat onboarding like a checklist Rocketlane turns it into a competitive edge.In this episode of SaaS Fuel, Jeff Mains welcomes Srikrishnan Ganesan , co-founder and CEO of Rocketlane. Sri shares how strategic onboarding builds trust, boosts expansion revenue, and drives customer success from Day 1.They explore how AI is transforming service delivery from reactive to proactive, and why onboarding is the second sale that most founders overlook. Whether you're scaling a SaaS product, leading a customer success team, or building from zero, this episode is packed with frameworks, strategies, and insight.
2025-07-1548 min
Liderança e Gestão de Pessoas | LIDERFLIX Podcast do Líder de Sucesso#249 - ONBOARDING - o que é, boas práticas e como fazer o ONBOARDING do Colaborador e Funcionários🧠 Você sabe o que é onboarding? Por que empresas que fazem um bom onboarding de novos funcionários têm 70% menos rotatividade e 50% mais produtividade em menos de 90 dias?DÊ O PRIMEIRO PASSO PARA SE TORNAR UM LÍDER INSPIRADOR:https://liderflix.com.br/aulagratisPrecisa de mentoria individual? Clique aquihttps://liderflix.com.br/whatsappWhatsApp para contato: (11) 9 8710-1464Neste episódio completo, você vai entender de forma prática:✅ Onboarding: o que é e como fazer📈 As melhores práticas d...
2025-06-021h 06
Grow Your B2B SaaSS6E14 - Building Habit-Forming Hybrid Onboarding: From First Value to Enterprise Success in B2B SaaS with Ramli John (“RJ”)Struggling to turn new sign-ups into loyal, paying customers? You’re not alone, and the problem might not be your product, it might be your onboarding. In this episode of Grow Your B2B SaaS, we’re joined by onboarding expert and best-selling author Ramli “RJ” John to break it all down. Ramli exposes what most SaaS companies miss: onboarding isn’t a feature — it’s a full-blown business strategy. We explore how to craft onboarding experiences that form habits, boost user activation, increase retention, and drive revenue. Whether you're a scrappy startup or scaling toward $10M ARR, this episode is pac...
2025-05-2042 min
Cultures From HellMy Sales Onboarding Disaster - A Cautionary TaleIn this episode of Cultures from Hell, host Lars Nielsen and co-host Paulina von Mirbach-Benz welcome their first guest, Dragi, who shares her challenging onboarding experience as a remote account executive. The conversation delves into the critical importance of effective onboarding, the isolation felt in remote work, the lack of support and resources, and the mental health implications of high expectations in sales roles. Dragi's story serves as a cautionary tale, highlighting the need for empathy and structure in onboarding processes to foster a positive company culture and employee engagement.
https://www.culturecodefoundation.com/
https...
2025-05-0647 min
Agency BlueprintSeason 16 | Ep 181 | Automation in Client OnboardingClient onboarding is more than just paperwork—it’s about setting the tone for a lasting partnership. How then do you streamline the process without losing the human touch that makes clients feel valued? In this episode of The Agency Blueprint, I discuss how automation can help streamline the client onboarding process while maintaining a personal touch. I explain the benefits of a positive onboarding experience and how bad onboarding can lead to micromanagement and dissatisfaction. Don’t miss this episode to learn how consistency in the onboarding process helps identify potential problems a...
2025-04-2523 min
The Huge InsiderEpisode 16: Beyond Day One - Onboarding That Builds Loyalty with Liz TrotterIn this episode of the Huge Transformations Podcast, Liz Trotter flips the script on traditional onboarding. Forget stuffing forms into Day One—real onboarding is about connection, clarity, and belonging.
Liz walks us through how onboarding should begin the moment the offer is accepted—not the moment they walk through the door. From sending pre-start welcome kits to scheduling intentional one-on-ones, this is the people-first playbook for retaining great hires from day one.
If you're tired of the revolving door of new hires or want a smoother, more human onboarding system, this episode is your roadmap...
2025-04-2315 min
Corporate BaggageGood to Great OnboardingOnboarding isn’t orientation—and it’s more than just a desk, a laptop, and a “good luck” wave. In this episode of Corporate Baggage, Whitney and Catie unpack how to turn your onboarding process from a bland, box-checking routine into a strategic driver of engagement, retention, and productivity.With decades of experience leading and coaching teams, they break down what really needs to happen before, during, and after those first 90 days. Whether you're a leader, an HR pro, or someone navigating your own new role, this conversation is packed with insights to help make those first impression...
2025-04-1440 min
HR UnpluggedReplay: How to Get New Hires on Board with Your Company Values (with Better Onboarding)A new hire’s first few months can make or break their long-term success at a company. This crucial period shapes their understanding of company culture, their role, and ultimately, whether they decide to stay or go. In this replay episode of HR Unplugged, former host Anita Grantham is joined by Megan Galloway, Founder of Everleader, to discuss how onboarding can make all the difference. Megan shares insights from her work with BambooHR to improve their onboarding process, highlighting the importance of leadership buy-in, manager involvement, and creating an experiential onboarding experience. Megan and Anita expl...
2025-04-0140 min
Who Hired This Person?Episode 3: From Teaching to Talent: Toyia Jewett’s Blueprint for Better OnboardingIn this episode of Who Hired This Person?, host Kaitlyn sits down with HR expert Toyia Jewett, whose career spans workforce development, human resources, and over a decade of teaching high school Spanish before making her return to HR. With her unique background, Toyia offers fresh insights into the power of onboarding and why first impressions make or break employee retention.Key Lessons Covered in This Episode:🔹 From the Classroom to Corporate HR:Toyia shares her journey from workforce development to education and back to HR, explaining how her teaching experience shaped her app...
2025-03-2623 min
Account Management SecretsClient Onboarding: Don't Declare Victory Too Soon | EP29Most companies treat onboarding like a finish line, but it’s the starting gate for retention, customer success, and long-term revenue.
Alex Raymond welcomes onboarding expert Donna Weber, the author of “Onboarding Matters,” to challenge the idea that implementation equals success. If a customer isn’t using a product in a meaningful way, does it even matter that they have access to it? Donna explains why the first 90 days determine whether a customer sticks around or drifts away, and how her orchestrated onboarding framework helps companies guide customers to real value, not just a completed setup.
2025-03-2146 min
CRM Podcast - CIXON Boosts Your BusinessHubSpot Onboarding: Ablauf, Vorteile und Unterschiede zu den HubSpot-Services | Ep. #036Das HubSpot Onboarding ist für neue Nutzer essentiell. Und die verschiedenen Optionen, die Unternehmen haben, um sich in die Plattform einzuarbeiten sind vielseitig. Wir beleuchten die Vorzüge des Partner-Onboardings im Vergleich zu HubSpot's eigenen Onboarding-Services und geben wertvolle Tipps für eine erfolgreiche Implementierung der HubSpot Plattform.
Wir wünschen viel Spaß beim Hören und freuen uns auf eure Kommentare!
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Weiterführende Links zu dieser Episode:
- Zum HubSpot Activation Onboarding: https://cixon.de/hubspot-activation-onboarding
- Zum HubSpot Professional Onboarding: https://cixon.de/hubspot-onboarding
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Kapitelmarken:
00:00 Einführung und Wochenrückblick
03:16 CRM-Highlights der Woche
06:08 Neues Outreach-Feature und Kunde...
2025-03-0326 min
The Talent TangoWhy Onboarding Matters as Much as HiringIn this episode, Amir sits down with Meg Henry, Head of People & Talent at Companyon Ventures, to explore why onboarding deserves just as much attention as hiring. Meg shares practical insights on structuring an effective onboarding process, ensuring a smooth transition for new hires, and increasing business efficiency through thoughtful onboarding. If you're in a people or talent leadership role, this conversation is packed with valuable takeaways to refine your onboarding strategy. Key Takeaways ✅ Onboarding is often neglected – Companies spend months hiring but little time ensuring new hires succeed. ✅ Accessibility is key – Provide clear, organize...
2025-02-2623 min
Great Practice. Great Life. by AtticusLaw Firm Onboarding: 7 Tips to Gain Competitive Advantage with Lori PulvermacherWhat if the key to reducing turnover and increasing productivity in your law firm was strategic onboarding for law firms, not just hiring more talent? In this episode of Great Practice, Great Life, Steve speaks with Lori Pulvermacher about the transformative impact of strategic onboarding for law firms. Often overlooked, a well-structured onboarding process can make the difference between retaining top talent and facing costly turnover. Lori shares seven essential strategies to ensure new hires feel supported and integrated from day one, ultimately strengthening firm culture and profitability. As law firms scale, maintaining efficiency and...
2025-02-0348 min
Tuesday Talks with DarleenElevating Your Client Onboarding Mindset {Ep 68}Today, I’m diving into the vital topic of client onboarding and the mindset that surrounds it. As we begin to attract those beautiful clients, it’s crucial to establish a nurturing onboarding process that makes them feel supported and valued right from the start. I’ll share how the journey begins the moment someone reaches out for a chat and why it’s essential to have a well-structured standard operating procedure in place. This not only ensures that every step is followed but also helps your clients feel heard and appreciated.
Throughout this episode, I’ll guide you through my persona...
2025-01-3113 min
The Money Coach School PodcastEp #70: How to Perfect Your Client Onboarding ProcessOnboarding new coaching clients can make all the difference in your success as a coach. Effective onboarding is far more than a nice-to-have—it's a powerful tool for building lasting client relationships from the very start. A thoughtful, intentional onboarding process not only helps clients feel confident and excited about their coaching with you, it also lays the foundation for renewals and referrals. How can you design a simple, yet impactful onboarding sequence that ensures your coaching business thrives, with clients who stay and continue to spread the word? Tune in this week to l...
2025-01-2420 min
SaaS SessionsS9E1 - Elevating Customer Onboarding for Revenue Growth ft. Sri Ganesan, CEO of RocketlaneEpisode Summary:Srikrishnan Ganesan, Founder, and CEO of Rocketlane, joins the SaaS Sessions Podcast to share actionable insights on customer onboarding—a crucial yet often overlooked driver of SaaS success. Sri dives deep into why onboarding sets the foundation for long-term customer satisfaction, retention, and expansion, and offers strategies to optimize this critical phase. This conversation is packed with transformative ideas for SaaS founders and operators, from avoiding common onboarding pitfalls to leveraging AI and standardized processes.Key Takeaways:1. Onboarding as a Strategic Driver- The first 30-90 days are ma...
2025-01-0341 min
Real Job TalkEpisode 99: Onboarding - Employee Experience Series, Part 2We're doing a series of podcast episodes on employee experience! Today’s episode is number 2, which talks about the importance of the onboarding process.
This episode is for EVERYONE AND ANYONE who is involved with the onboarding process -- managers, leaders, candidates, and interviewers. "Onboarding" is the term used for the plan and process for welcoming someone to a company and getting them trained up for their new role.
Onboarding is a, if not THE, critical piece of employee success. According to a Jobvite 2020 survey, 1 in 3 hires leaves a job in the first 90 days. In a...
2024-12-1026 min
Workfluencer: Personal Branding & Content Creation#25: 33% of New Hires Quit: Fix It With Better Onboarding with Amy Davies
In this episode, we dive deep into employee onboarding with Amy Davies, founder of First 30. Learn why 33% of new hires leave within their first 6 months and how effective onboarding can save companies an average of $390,000 annually in turnover costs. Amy shares: - Why first impressions are crucial in employee retention - How pre-boarding sets the foundation for success - The true cost of poor onboarding practices - Practical strategies for creating an effective onboarding program - Ways to measure and prove onboarding ROI - How to...
2024-11-1252 minHR UnpluggedBambooHR’s New Onboarding Program—A Check-in on ProgressImagine stepping into a new job and feeling instantly connected to your company's culture, values, and mission. That's the power of a well-designed onboarding program!In this episode of HR Unplugged, we dive back into BambooHR's journey to revolutionize our onboarding experience, with insights from Megan Galloway of Everleader, who’s back on the show for a catch-up. As Megan has been helping us revamp the onboarding process at BambooHR, we look at the results in this episode and answer common questions about the challenges of remote onboarding, how to integrate company values, and how to help ne...
2024-10-2940 min
The Customer Success PlaybookCustomer Success Playbook Season 2 Episode 35 - Jasmine Reynolds - Agile OnboardingSend us a textIn this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger interview Jasmine Reynolds, a Customer Success Manager at Pluralsight, about applying Scrum methodologies to customer onboarding. Jasmine discusses how Scrum, typically associated with software development, can significantly enhance the customer onboarding experience. She outlines six key Scrum techniques that can be immediately applied to onboarding processes, including prioritized backlog, sprint-based onboarding, daily stand-ups, and continuous feedback loops. The discussion highlights the benefits of this approach, such as improved time to value, increased customer satisfaction, and stronger client relationships.
2024-10-0124 min
Systems for Creatives with Amy PearsonEP 5: Effective Onboarding: Strategies That'll Save You Hours Every WeekSend us a textDoes your client onboarding process feel haphazard and take a ton of time? Grab a cup of coffee and let's chat about ways to streamline it and take the drudgery out of it, so you can get back to serving your clients.In this episode, we're doing a deep dive into the significance of client onboarding for business success. I'll discuss how to streamline your onboarding process without adding extra workload.I'll also explain how to plan and optimize your onboarding process with practical tips and tools that you...
2024-09-3021 min
All Onboard PodcastFeedzai’s Winning Onboarding Formula: DEIB, Branding, and Culture UnitedIn this episode of the All Onboard podcast, we sit down with Eileen Page, Global Head of Talent, Brand Strategy, Communications, and DEIB at Feedzai, to uncover the secrets behind Feedzai’s innovative global onboarding strategy. With a career spanning over 30 years, Eileen shares how Feedzai integrates DEIB, employer branding, and internal communications to create a seamless and inclusive onboarding program across 18 countries.Eileen explains how Feedzai’s onboarding journey begins from the moment a candidate visits their website and continues through a 90-day process designed to ensure every new hire feels connected, whether they’re in an offic...
2024-09-2736 min
All OnboardFeedzai’s Winning Onboarding Formula: DEIB, Branding, and Culture UnitedIn this episode of the All Onboard podcast, we sit down with Eileen Page, Global Head of Talent, Brand Strategy, Communications, and DEIB at Feedzai, to uncover the secrets behind Feedzai’s innovative global onboarding strategy. With a career spanning over 30 years, Eileen shares how Feedzai integrates DEIB, employer branding, and internal communications to create a seamless and inclusive onboarding program across 18 countries.Eileen explains how Feedzai’s onboarding journey begins from the moment a candidate visits their website and continues through a 90-day process designed to ensure every new hire feels connected, whether they’re in an off...
2024-09-2736 minAll OnboardFeedzai’s Winning Onboarding Formula: DEIB, Branding, and Culture UnitedIn this episode of the All Onboard podcast, we sit down with Eileen Page, Global Head of Talent, Brand Strategy, Communications, and DEIB at Feedzai, to uncover the secrets behind Feedzai’s innovative global onboarding strategy. With a career spanning over 30 years, Eileen shares how Feedzai integrates DEIB, employer branding, and internal communications to create a seamless and inclusive onboarding program across 18 countries.Eileen explains how Feedzai’s onboarding journey begins from the moment a candidate visits their website and continues through a 90-day process designed to ensure every new hire feels connected, whether they’re in an off...
2024-09-2736 minAll Onboard PodcastBuilding Global Bridges: SAP’s Scalable Onboarding RevolutionWelcome to Episode 12 of the “All Onboard” podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore SAP’s innovative approach to onboarding at scale, with Melissa Best, the Global Onboarding Lead at SAP. Discover how SAP transformed its onboarding process into a seamless, scalable, and engaging journey for new hires across 156 locations worldwide.Melissa shares how SAP shifted its onboarding strategy from a tactical, operational function into a holistic learning-based experience. She dives into the company’s focus on integrating new hires into SAP’s global culture while ensuring that they feel connected and empowered...
2024-09-2047 minAll OnboardBuilding Global Bridges: SAP’s Scalable Onboarding RevolutionWelcome to Episode 12 of the “All Onboard” podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore SAP’s innovative approach to onboarding at scale, with Melissa Best, the Global Onboarding Lead at SAP. Discover how SAP transformed its onboarding process into a seamless, scalable, and engaging journey for new hires across 156 locations worldwide.Melissa shares how SAP shifted its onboarding strategy from a tactical, operational function into a holistic learning-based experience. She dives into the company’s focus on integrating new hires into SAP’s global culture while ensuring that they feel connected and empowered...
2024-09-2047 minAll OnboardBuilding Global Bridges: SAP’s Scalable Onboarding RevolutionWelcome to Episode 12 of the “All Onboard” podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore SAP’s innovative approach to onboarding at scale, with Melissa Best, the Global Onboarding Lead at SAP. Discover how SAP transformed its onboarding process into a seamless, scalable, and engaging journey for new hires across 156 locations worldwide.Melissa shares how SAP shifted its onboarding strategy from a tactical, operational function into a holistic learning-based experience. She dives into the company’s focus on integrating new hires into SAP’s global culture while ensuring that they feel connected and empowered...
2024-09-2047 minAll Onboard PodcastSolving Global Onboarding Challenges: New Globe’s ApproachWelcome to Episode 11 of The All Onboard Podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore the complexities of global onboarding with Allison Mairena, VP of People at New Globe. Alison shares her experience leading people operations across diverse cultures, focusing on navigating communication styles, setting expectations, and ensuring a seamless onboarding process across multiple regions, including Sub-Saharan Africa.In this episode, we discuss:Overcoming the challenges of onboarding a multicultural workforceThe importance of tailored communication in global onboardingHow asynchronous communication can enhance remote onboardingSetting expectations during pre-boarding to ensure a smooth Day...
2024-09-1337 minAll OnboardSolving Global Onboarding Challenges: New Globe’s ApproachWelcome to Episode 11 of The All Onboard Podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore the complexities of global onboarding with Allison Mairena, VP of People at New Globe. Alison shares her experience leading people operations across diverse cultures, focusing on navigating communication styles, setting expectations, and ensuring a seamless onboarding process across multiple regions, including Sub-Saharan Africa.In this episode, we discuss:Overcoming the challenges of onboarding a multicultural workforceThe importance of tailored communication in global onboardingHow asynchronous communication can enhance remote onboardingSetting expectations during pre-boarding to ensure a...
2024-09-1337 minAll OnboardSolving Global Onboarding Challenges: New Globe’s ApproachWelcome to Episode 11 of The All Onboard Podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore the complexities of global onboarding with Allison Mairena, VP of People at New Globe. Alison shares her experience leading people operations across diverse cultures, focusing on navigating communication styles, setting expectations, and ensuring a seamless onboarding process across multiple regions, including Sub-Saharan Africa.In this episode, we discuss:Overcoming the challenges of onboarding a multicultural workforceThe importance of tailored communication in global onboardingHow asynchronous communication can enhance remote onboardingSetting expectations during pre-boarding to ensure a...
2024-09-1337 min
CRM Podcast - CIXON Boosts Your BusinessCRM-EINFÜHRUNG: Onboarding vs. Implementierung | Welcher Service ist der Richtige & Wie viel kostet es? | Ep. #014In dieser Folge des CRM Podcasts sprechen Dominik und Stefan über das Thema CRM-Einführung, Onboarding versus Implementierung.
Sie erklären den Unterschied zwischen Onboarding und Implementierung, die Abgrenzung der beiden Services, wie der Aufbau der beiden Services aussieht und teilen Best Practices sowie spannende Tipps, wann welcher CRM Service am besten passt.
Die individuelle Empfehlung "Wann benötige ich was" und mehr dazu, wie genau eine CRM Implementierung und ein CRM Onboarding aufgebaut sind, erfährst Du in der Folge.
Viel Spaß beim Hören!
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Jetzt Erstgespräch vereinbaren: https://cixon.de/erstgespraech
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Weiterführende Links zu dieser Ep...
2024-09-0354 minAll Onboard PodcastBeyond Onboarding: How City of Hope Keeps New Hires EngagedWelcome to Episode 10 of The All Onboard Podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore the vital role of talent acquisition in creating an impactful onboarding experience with Matt Craven, Director of Talent Acquisition at City of Hope. Learn how City of Hope goes beyond the basics of onboarding to ensure new hires are not only integrated but also engaged and aligned with the organization’s mission and values from day one.In this episode, we discuss:The critical role of talent acquisition in the onboarding process.Strategies for maintaining candidate engagement fr...
2024-08-2936 minAll OnboardBeyond Onboarding: How City of Hope Keeps New Hires EngagedWelcome to Episode 10 of The All Onboard Podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore the vital role of talent acquisition in creating an impactful onboarding experience with Matt Craven, Director of Talent Acquisition at City of Hope. Learn how City of Hope goes beyond the basics of onboarding to ensure new hires are not only integrated but also engaged and aligned with the organization’s mission and values from day one.In this episode, we discuss:The critical role of talent acquisition in the onboarding process.Strategies for maintaining candidate engagement fr...
2024-08-2936 minAll OnboardBeyond Onboarding: How City of Hope Keeps New Hires EngagedWelcome to Episode 10 of The All Onboard Podcast, hosted by Cleary CEO Thomas Kunjappu. In this episode, we explore the vital role of talent acquisition in creating an impactful onboarding experience with Matt Craven, Director of Talent Acquisition at City of Hope. Learn how City of Hope goes beyond the basics of onboarding to ensure new hires are not only integrated but also engaged and aligned with the organization’s mission and values from day one.In this episode, we discuss:The critical role of talent acquisition in the onboarding process.Strategies for maintaining candidate engagement fr...
2024-08-2936 minAll Onboard PodcastScaling Onboarding: From Startups to High-Growth Success with Sahar NaimIn episode 9 of the "All Onboard" podcast, host Thomas Kunjappu welcomes Sahar Naim, an experienced People and Operations leader, to explore the intricacies of scaling onboarding programs in high-growth environments. Drawing from her extensive experience at companies like BetterHelp and Branch Metrics, Sahar shares insights on the critical role of automation, the importance of providing a white-glove onboarding experience, and the unique challenges of transitioning from in-person to remote onboarding. Join us as we discuss:The importance of structured onboarding in high-growth startups and how it supports rapid scale.How automation tools like Zapier can streamline o...
2024-08-2233 minAll OnboardScaling Onboarding: From Startups to High-Growth Success with Sahar NaimIn episode 9 of the "All Onboard" podcast, host Thomas Kunjappu welcomes Sahar Naim, an experienced People and Operations leader, to explore the intricacies of scaling onboarding programs in high-growth environments. Drawing from her extensive experience at companies like BetterHelp and Branch Metrics, Sahar shares insights on the critical role of automation, the importance of providing a white-glove onboarding experience, and the unique challenges of transitioning from in-person to remote onboarding. Join us as we discuss:The importance of structured onboarding in high-growth startups and how it supports rapid scale.How automation tools like Zapier can streamline o...
2024-08-2233 minAll OnboardScaling Onboarding: From Startups to High-Growth Success with Sahar NaimIn episode 9 of the "All Onboard" podcast, host Thomas Kunjappu welcomes Sahar Naim, an experienced People and Operations leader, to explore the intricacies of scaling onboarding programs in high-growth environments. Drawing from her extensive experience at companies like BetterHelp and Branch Metrics, Sahar shares insights on the critical role of automation, the importance of providing a white-glove onboarding experience, and the unique challenges of transitioning from in-person to remote onboarding. Join us as we discuss:The importance of structured onboarding in high-growth startups and how it supports rapid scale.How automation tools like Zapier can streamline o...
2024-08-2233 min
Modern Workplace ConversationsDoing employee onboarding the right wayToday, we discuss onboarding from the experiences of an employee who has undergone 5 different kinds of onboarding at various organisations and an HR professional who handles the same for their company. Two esteemed guests contributed to this conversation—Chris Anaele, a tech sales expert and Princess Edopkayi, the co-founder and COO of Spurt!
This episode largely explores what companies get wrong with onboarding, the effects of improper onboarding, and how to fix outcomes that end up hurting the company, among other tips to get onboarding right.
00:00 - Intro01:12 - Onboarding experiences
2024-08-2132 minAll Onboard PodcastTransforming Onboarding For A Unique Non-Profit Model at Coast Mental HealthWelcome to Episode #8 of the All Onboard Podcast! In this episode, we dive deep into the transformative employee onboarding journey at Coast Mental Health, where Deborah Maynard, the Chief Human Resources Officer, shares her insights on building a world-class onboarding experience. Coast Mental Health's unique non-profit model presents a distinctive set of challenges and opportunities, particularly in how onboarding is related to employee retention, and how they’ve managed to streamline the onboarding process in a complex work environment.Deborah opens up about the employee onboarding challenges that arise when you’re onboarding staff for a 24/7 operation, wher...
2024-08-0938 minAll OnboardTransforming Onboarding For A Unique Non-Profit Model at Coast Mental HealthWelcome to Episode #8 of the All Onboard Podcast! In this episode, we dive deep into the transformative employee onboarding journey at Coast Mental Health, where Deborah Maynard, the Chief Human Resources Officer, shares her insights on building a world-class onboarding experience. Coast Mental Health's unique non-profit model presents a distinctive set of challenges and opportunities, particularly in how onboarding is related to employee retention, and how they’ve managed to streamline the onboarding process in a complex work environment.Deborah opens up about the employee onboarding challenges that arise when you’re onboarding staff for a 24/7 operation, wher...
2024-08-0938 minAll OnboardTransforming Onboarding For A Unique Non-Profit Model at Coast Mental HealthWelcome to Episode #8 of the All Onboard Podcast! In this episode, we dive deep into the transformative employee onboarding journey at Coast Mental Health, where Deborah Maynard, the Chief Human Resources Officer, shares her insights on building a world-class onboarding experience. Coast Mental Health's unique non-profit model presents a distinctive set of challenges and opportunities, particularly in how onboarding is related to employee retention, and how they’ve managed to streamline the onboarding process in a complex work environment.Deborah opens up about the employee onboarding challenges that arise when you’re onboarding staff for a 24/7 operation, wher...
2024-08-0938 minAll Onboard PodcastRevamping Onboarding Programs: Modelez's Sweet Strategy with Sarah SkellernLink to Onboarding Assessment: www.gocleary.com/onboarding-assessmentLink to ROI Calculator: www.gocleary.com/onboarding-ROI--In this episode of "All Onboard," we explore how Sarah Skellern and the Mondelez team successfully overhauled their onboarding program, creating a seamless and engaging onboarding journey. By focusing on employee feedback and utilizing innovative strategies, they tackled significant onboarding challenges and transformed the experience for new hires. Sarah shares insights into the importance of a comprehensive employee onboarding playbook and how digital employee onboarding can streamline the process.One of the key takeaways...
2024-07-1939 minAll OnboardRevamping Onboarding Programs: Modelez's Sweet Strategy with Sarah SkellernLink to Onboarding Assessment: www.gocleary.com/onboarding-assessmentLink to ROI Calculator: www.gocleary.com/onboarding-ROI--In this episode of "All Onboard," we explore how Sarah Skellern and the Mondelez team successfully overhauled their onboarding program, creating a seamless and engaging onboarding journey. By focusing on employee feedback and utilizing innovative strategies, they tackled significant onboarding challenges and transformed the experience for new hires. Sarah shares insights into the importance of a comprehensive employee onboarding playbook and how digital employee onboarding can streamline the process.One of the key takeaways from...
2024-07-1939 minAll OnboardRevamping Onboarding Programs: Modelez's Sweet Strategy with Sarah SkellernLink to Onboarding Assessment: www.gocleary.com/onboarding-assessmentLink to ROI Calculator: www.gocleary.com/onboarding-ROI--In this episode of "All Onboard," we explore how Sarah Skellern and the Mondelez team successfully overhauled their onboarding program, creating a seamless and engaging onboarding journey. By focusing on employee feedback and utilizing innovative strategies, they tackled significant onboarding challenges and transformed the experience for new hires. Sarah shares insights into the importance of a comprehensive employee onboarding playbook and how digital employee onboarding can streamline the process.One of the key takeaways from...
2024-07-1939 minAll Onboard PodcastBack to School with Joyce Knight: YES Prep’s Employee Onboarding ProcessIn this episode of the "All Onboard" podcast, host Thomas Kunjappu speaks with Joyce Knight, Director of Talent Strategy at YES Prep Public Schools, about their innovative approaches to employee onboarding. Joyce shares her unique perspective gained from HR roles in education, media, and healthcare, and how these experiences have shaped her strategies at YES Prep. She emphasizes the importance of creating a tailored employee onboarding process that caters to the diverse needs of instructional and non-instructional hires, ensuring each new employee feels welcomed and supported from day one.Joyce delves into the specifics of YES Prep's...
2024-07-1027 minAll OnboardBack to School with Joyce Knight: YES Prep’s Employee Onboarding ProcessIn this episode of the "All Onboard" podcast, host Thomas Kunjappu speaks with Joyce Knight, Director of Talent Strategy at YES Prep Public Schools, about their innovative approaches to employee onboarding. Joyce shares her unique perspective gained from HR roles in education, media, and healthcare, and how these experiences have shaped her strategies at YES Prep. She emphasizes the importance of creating a tailored employee onboarding process that caters to the diverse needs of instructional and non-instructional hires, ensuring each new employee feels welcomed and supported from day one.Joyce delves into the specifics of YES Prep's...
2024-07-1027 minAll OnboardBack to School with Joyce Knight: YES Prep’s Employee Onboarding ProcessIn this episode of the "All Onboard" podcast, host Thomas Kunjappu speaks with Joyce Knight, Director of Talent Strategy at YES Prep Public Schools, about their innovative approaches to employee onboarding. Joyce shares her unique perspective gained from HR roles in education, media, and healthcare, and how these experiences have shaped her strategies at YES Prep. She emphasizes the importance of creating a tailored employee onboarding process that caters to the diverse needs of instructional and non-instructional hires, ensuring each new employee feels welcomed and supported from day one.Joyce delves into the specifics of YES Prep's...
2024-07-1027 min
SaaS TherapyTop pitfalls in SaaS onboarding with Donna Weber, customer onboarding expertDonna Weber, a leading expert in customer onboarding and success strategies, joins Todd Kirk and Casey Trujillo on SaaS Therapy. They discuss the importance of onboarding and the challenges organizations face in executing a successful onboarding experience.
Donna emphasizes the need for a holistic approach to onboarding that involves cross-functional teams and aligns with the customer's journey. She also highlights the importance of ongoing onboarding and the need to continuously deliver value to customers.
Takeaways
Onboarding is a critical part of the customer journey and should be an ongoing process rather than a one-time...
2024-07-0944 minAll OnboardScaling Personalization and Authentic Impact: Kaylea Bowers on Sprinklr’s Approach to OnboardingIn this episode of the All Onboard podcast, host Thomas Kunjappu sits down with Kaylea Bowers, the cultural onboarding program lead at Sprinklr. Kaylea shares her expertise in creating meaningful work experiences by ensuring new hires feel connected and supported from day one. She discusses Sprinklr's unique approach to balancing individual needs with organizational culture, highlighting the Sprinklr Happier program—a 21-day initiative designed to boost energy, self-awareness, and productivity using neuroscience and peak performance techniques.Kaylea also dives into the intricacies of Sprinklr's onboarding journey, explaining how the company manages to scale pers...
2024-06-2438 min
The Modern CPA Success ShowHow Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam HaleThe finer details of...
2024-06-2430 minAll Onboard PodcastData-Driven Onboarding: Yuyan Sun's Blueprint for SuccessIn this episode of "All Onboard," Thomas Kunjappu, CEO of Cleary, interviews Yuyan Sun, the Head of People Analytics at Motiv. Yuyan shares her unique approach to transforming HR metrics into actionable insights, focusing on the concept of Employee Lifetime Value (ELTV). She explains how seeing people operations as a product and employees as customers can drive business growth.The discussion delves into various aspects of the onboarding journey, emphasizing the importance of a data-driven approach to streamline employee onboarding and reduce attrition of employees. Yuyan highlights how an effective on...
2024-06-2344 minAll OnboardData-Driven Onboarding: Yuyan Sun's Blueprint for SuccessIn this episode of "All Onboard," Thomas Kunjappu, CEO of Cleary, interviews Yuyan Sun, the Head of People Analytics at Motiv. Yuyan shares her unique approach to transforming HR metrics into actionable insights, focusing on the concept of Employee Lifetime Value (ELTV). She explains how seeing people operations as a product and employees as customers can drive business growth.The discussion delves into various aspects of the onboarding journey, emphasizing the importance of a data-driven approach to streamline employee onboarding and reduce attrition of employees. Yuyan highlights how an effective onboarding process, including di...
2024-06-2344 min
Long-Distance Worklife - A Hybrid & Remote Work PodcastRevolutionizing Remote Onboarding with AI: Insights and InnovationsMarisa Eikenberry and Wayne Turmel dive into the exciting intersection of AI and employee onboarding. They explore how AI tools like Microsoft Copilot and ChatGPT can streamline the onboarding process, enhance personalization, and provide 24/7 support for new hires. Tune in to hear real-life examples, expert insights, and a touch of humor as Marisa and Wayne discuss the future of AI in remote and hybrid work environments. Discover how AI can revolutionize the onboarding experience, making new employees feel valued and accelerating their assimilation into the company culture. Key Takeaways 1. Leverage AI for Time Efficiency: Integrate AI tools...
2024-06-1721 min
Pipeline Power: CRM Sales Systems for Business OwnersCommon Onboarding MistakesWelcome to CRM Success Secrets! In our 'Mastering Client Onboarding' series conclusion, we focus on avoiding common onboarding mistakes that can impact client relationships. From complex processes to messaging inconsistencies, we provide strategies to prevent errors and ensure successful onboarding. Join us as we discuss the 'rule of 3' in customer onboarding and strategies for effective product launches. Let's work together to improve customer satisfaction and brand loyalty on CRM Success Secrets. For additional insights and advice, visit http://worksmarterdigital.com to schedule a strategy session. Let's make every onboarding experience exceptional!Key Takeaways:...
2024-05-2112 min
The Money Coach School PodcastEp #34: How to Create the Best Client OnboardingHow you onboard new coaching clients may not be the sexiest topic in the coaching space, but it can easily be make or break for your business. Onboarding isn't just a nicety in your business, it actually plays a vital role in your ability to keep clients from getting cold feet and backing out of coaching with you. And, an intentional onboarding process also helps you keep clients for longer, generating a wonderful client experience as well as powerful referrals that will drive your business forward. So, how can you use a simple onboarding sequence t...
2024-05-1719 min
Pipeline Power: CRM Sales Systems for Business OwnersMapping the Path: Crafting Your Onboarding JourneyWelcome to another episode of CRM Success Secrets, your ultimate podcast for productivity strategies tailored for business coaches and consultants. In Episode 2 - "Mapping the Path: Crafting Your Onboarding Journey," we focus on mastering client onboarding to convert buyers into loyal advocates. Discover the benefits of a streamlined process that saves costs, minimizes issues, and boosts client satisfaction. Learn how to map out the onboarding process effectively and enhance customer engagement. Whether refining your current strategy or starting fresh, join us on the fast track to CRM success by ensuring your client onboarding process is top-notch....
2024-04-3013 min
Mike Fallat's Time Hacker Podcast#222 - Donna Weber (Onboarding Matters: How Successful Companies Transform New Customers Into Loyal Champions)Mike interviews Donna Weber.Welcome to our podcast series where we delve deep into the world of customer experience and loyalty. In this episode, we take a journey through the transformative insights of Donna Weber's groundbreaking book, "Onboarding Matters: How Successful Companies Transform New Customers Into Loyal Champions."Donna Weber, an expert in customer onboarding and success, offers a roadmap for companies seeking to turn initial interactions with customers into long-lasting relationships. Drawing on her extensive experience working with industry-leading companies, Weber uncovers the pivotal role of onboarding in shaping customer perceptions...
2024-04-1833 minThe Modern CPA Success ShowMastering the Art of Onboarding: Why Even Small CPA Firms Should Invest“At the end of the day, it's first impressions. If you get a flat tire those first couple of weeks, it’s just going to really resonate through the entire relationship. You're never going to be able to win back that trust." -Adam Hale The finer details of this episode:● Importance of onboarding for CPA firms● Setting clear expectations and creating a process for onboarding● Activities involved in the onboarding process (accounting discovery, advisory discovery)● Role of project management and client success managers in onboarding● Significance of...
2024-04-0116 minThe Customer Success PlaybookCustomer Success Playbook Season 2 Episode 8 - From First Contact to Loyal Advocate: Revolutionizing Customer Onboarding with Donna WeberSend us a textSummaryIn a riveting episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding with guest Donna Weber, renowned author of "Onboarding Matters: How Successful Companies Transform New Customers into Loyal Champions." Weber shares her profound insights on the importance of effective customer onboarding, highlighting it as a critical phase where customer loyalty and success are solidified. The conversation explores practical strategies, common pitfalls, and the impact of onboarding on customer loyalty and company growth.
2024-03-1241 min
ArtsyCourseExperts Tech PodcastCustomer To Dos for Better OnboardingAre you facing challenges with students and members getting lost during the onboarding process for your programs?
In this lesson, we’re exploring all the necessary to-dos and actions for new students. This ensures they don’t get lost when they join your program, resulting in a positive onboarding experience. With a great onboarding experience, they are less likely to request refunds and more likely to leave positive reviews, attracting even more students.
Challenges online course creators can face if they don’t use customers to Dos for better onboarding:
• Without clear onboarding instruct...
2024-02-1914 minThe Customer Success PlaybookCustomer Success Playbook Season 2 Episode 5 - An Onboarding Discussion with Melissa Caldwell of FluxxSend us a textIn this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding and success strategies with Melissa Caldwell, Vice President of Customer Onboarding and Success at Fluxx, a SaaS grants management platform. The discussion covers the transformative journey Fluxx embarked on to enhance their customer onboarding process, ensuring quicker time to value and a more personalized approach to meet diverse customer needs.Detailed Analysis:Melissa Caldwell shared insights into Fluxx's strategic overhaul of its onboarding process, emphasizing...
2024-02-1333 minThe Customer Success PlaybookFebruary 2024 Pregame show: Navigating the Onboarding MazeSend us a textIn this episode of the Customer Success Playbook Podcast, Roman Trebon and Kevin Metzger delve into the critical topic of customer onboarding. They highlight the significance of this initial stage in a client's lifecycle, emphasizing the potential pitfalls and the importance of a smooth onboarding experience. The dialogue touches on common onboarding challenges, recounting anecdotes of less-than-ideal scenarios. The discussion progresses to explore the potential for standardized processes to enhance the onboarding journey, ensuring a consistent and positive experience. Special mention is made of Melissa Caldwell from Flocks, whose expertise in tailoring onboarding...
2024-02-0607 min
Long-Distance Worklife - A Hybrid & Remote Work PodcastRemote Work Rants: Making Sense of Remote OnboardingJoin Marisa Eikenberry and Wayne Turmel as they navigate the lively world of remote onboarding. In this episode they reveal some clever strategies for creating a welcoming remote culture and ensuring new team members feel connected from the start. They dive into practical tips like engaging webcam chats, clear task delegation, and the importance of a user-friendly employee handbook, all spiced up with their trademark humor and expertise. Key Takeaways 1. Remote onboarding is a critical business problem, as remote workers are statistically more likely to leave if they don't feel a sense of belonging. 2. Onboarding should include...
2023-11-2021 min
The Employee Onboarding PodcastE016 - Revolutionizing Onboarding: A Cross-Cultural HR Journey (w/ HR Expert Vicki Ulinici)Join us as we unpack the key takeaways from this enlightening conversation. Here's a brief overview of the topics covered:Introduction to the Podcast and Guests: Erin Rice sets the stage for a comprehensive discussion on onboarding with Vicki Ulinici, highlighting her rich experience in HR.Ice Breaker and Personal Interests: A light-hearted start with Vicki sharing her recent reading interests, providing a personal touch to the conversation.Deep Dive into Employee Onboarding: Vicki discusses her current role and her approach to various HR processes, focusing on employee engagement and satisfaction.Personal Onboarding Experience: Insights into Vicki's memorable...
2023-11-1726 min
LET'S TALK HR!S3, E2 - OnboardingAre you ready to unlock the secrets behind skyrocketing your company's success through exceptional onboarding?
Join us on this enlightening journey as we delve deep into the world of employee onboarding and reveal astonishing statistics that will reshape your perspective on the crucial process of integrating new team members.
Did you know that a staggering 35% of companies completely neglect onboarding? It's time to break free from this trend and embrace the game-changing impact of effective onboarding. The evidence is crystal clear:
📈 According to Northpass, com...
2023-08-2546 min
Priority OnboardingBen Dowse, Head of People Excellence - From Recruiter to Head of People, Onboarding yourself in a role without prior experience and more.Ben Dowse shares with us his professional journey that ultimately led to him becoming Head of People Excellence at SwipeGuide, an Amsterdam-based startup.
2023-08-0155 min
The Audacious OBM with Leanne WoffCreating Amazing Client Onboarding Experiences: How to get clients to love you from the get-go
2023-07-1121 min
The Email Marketing ShowHow To Create A Member Onboarding Sequence That Your Members Will LoveDo you run a membership or are thinking of putting one together? How do you welcome new members and make sure they feel reassured they're in the right place and know what to do next? Today we share how you can create an onboarding sequence for memberships that your customers will absolutely LOVE!Since launching our membership, we've had many different approaches to onboarding. And we can tell you this - simply giving people their login details isn't enough. New members need more hand-holding than that! So let's take you behind the scenes of our onboarding process...
2023-05-1725 min
Tech Bound PodcastThe Eureka Model: A Framework for Effective Onboarding with Ramli JohnIn this episode, I chat with Ramli John, onboarding expert and author of the book "Product-Led Onboarding." Ramli shares his journey into the field of onboarding and the importance of effective onboarding for customer retention. We talk about the difference between product-led and sales-led onboarding and the Eureka model, which includes three stages: the aha moment, activation, and habituation. Ramli provides insights into setting goals and metrics for successful onboarding, creating user personas, and the importance of a seamless user experience. We also venture into his process for writing a book and the role of beta readers. Tune in...
2023-04-2041 minHR Unplugged5 Simple Metrics for Onboarding SuccessAre you onboarding the right way? The right way for you and your company, that is… On this episode of HR Unplugged, Clayton Binford, Chief of People and Development at Nomad Global Communication Solutions, joins Anita Grantham to explore how you can achieve onboarding success with five simple metrics. He talks about the importance of performance reviews, why adaptable training approaches are win-win and how onboarding isn’t just for new starters. Key moments: Five simple metrics for onboarding success The importance of performance reviews Why not all performance reviews need to be formal...
2023-03-2853 min
CSM Practice - The Customer Success PodcastMust-Track Customer Onboarding KPIs and DashboardsSend us a textCustomer onboarding, like any other process, needs constant improvement which also means keeping track of the changes on an a regular basis. That is where the customer onboarding KPIs come in, making timely data-driven decisions is possible.In this podcast episode, Bree Pecci, Customer Success Enablement at ChurnZero, shares a list of customer onboarding KPIs their customers typically track.In addition, Bree walks us through their onboarding dashboard and explains how to adjust the customer’s health score during the onboarding phase.Here’s what you can expec...
2023-01-2734 min
Allied Health Business BrillianceThe Onboarding Operation MasterclassCathy is back for a solo episode on the podcast, where this time she’s covering the exciting upcoming Masterclass, the Onboarding Operation: Super Organised Onboarding for Sustained Success. She talks about wanting to open the onboarding door and taking a deep dive to help Allied Health business owners reconsider their onboarding strategies and make them stronger. As being such a critical stage, it’s important for business owners to adapt to the ever-changing Allied Health industry. With the market becoming more sophisticated every year, people are expecting a more comprehensive and holistic start to working with you.
2023-01-2224 min
CSM Practice - The Customer Success PodcastThe Customer ONBOARDING Maturity ModelSend us a textHow does your customer onboarding phase compare against other companies? This podcast episode introduces a Customer Onboarding Maturity Model to help you figure that out in minutes!Among the most important aspects of the Customer Success journey is onboarding. As such, companies should place a significant effort in ensuring the customer onboarding is aligned with best-in-class practices. The Customer Onboarding Maturity model, developed by Rocketlane, is designed to help companies assess their current state of the onboarding process against best practices and highlight areas to improve on. In this...
2023-01-2012 min
L&D DisruptHow To Build Award-Winning Onboarding With AND Digital | L&D Disrupt Live | Episode 32AND Digital won Onboarding Programme of the Year at the 2022 Learning Awards. After this episode, we're pretty sure you'll understand why!
Daragh Gillen (Europe Academy and Onboarding Lead) and Harriet Perks (London Academy and Onboarding Lead) joined us live to explain how they built an authentic, effective and innovative onboarding approach that took home gold.
Expect to learn...
Why you should be encouraging people to make mistakes in onboarding. How to create off-the-shelf onboarding that can be personalised. The ways you can keep enjoying the onboarding process, not matter how often it happens, and mu...
2022-12-0857 min
Subscription LeagueAppic - All about subscription app onboarding with Tobias BoernerTobias Boerner, now Chief Marketing Officer & Co-founder of a Luxembourg-based app aggregation company, Appic, has been laying a series of remarkable stepping stones in his career. The most noticeable are his achievements at LOVOO, one of the biggest dating apps in Europe which he made an exit for about $70 million, and Fastic, a five-star intermittent fasting app used by over 26M users worldwide, 92% of whom are happy customers. The Fastic app is also looked upon by many subscription apps and marketers for its exemplary onboarding process and its approach to building users’ trust and satisfaction with consistent delivery of per...
2022-12-0725 min
REL TalkThe Six C's of OnboardingJoin Maria and Michelle today as they share some effective tips for building an effective onboarding process. Now you may be wondering where to start and what is the first thing you should do. Always ask yourself: what am I trying to achieve in this process? Then, consider the six Cs of a successful onboarding process which Michelle addresses in this episode: culture, connection, clarification, compliance, competence, and confidence.
Next, they proceed to share the seven steps to building a better onboarding process. As Michelle nicely puts it, these steps are the building blocks of onboarding success. A...
2022-10-0635 min
AI Simplified with Kristina StubblefieldOnboarding Your Wedding Clients for SuccessOnboarding can help your business in more ways than you might think! You'll learn about onboarding, setting expectations with clients, and streamlining your onboarding process. "In the grand scheme of things with efficiency and saving time and money, it's a lot easier to have a software that automates some of these steps for you." I'm Kristina Stubblefield, and today we're talking about onboarding. Over the years, I've been very fortunate to to work with many wedding professionals, all different types of vendor categories. And one of my favorites is with systems and processes. As...
2022-09-1218 min