Shows
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 remod...
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 SecretsEpisode 29: Why Onboarding MattersMost 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
CIXON Boosts Your Business - Der CRM-PodcastHubSpot Onboarding: Ablauf, Vorteile und Unterschiede zu den HubSpot-Services | Ep. #036Wir sprechen über die neuesten Entwicklungen im HubSpot Partnerprogramm, die Bedeutung vom HubSpot Onboarding für neue Nutzer und die verschiedenen Optionen, die Unternehmen haben, um sich in die Plattform einzuarbeiten. Wir beleuchten die Vorzüge des Partner-Onboardings im Vergleich zu HubSpot's eigenen Services und geben wertvolle Tipps für eine erfolgreiche Implementierung.
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
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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, org...
2025-02-2623 min
Great Practice. Great Life. by Atticus117: Onboarding as a Competitive Advantage: 7 Essential Tips for Law Firms 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 p...
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...
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#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...
2024-11-1253 min
Erfolgskunden008 Kunden OnboardingWie macht man das und warum ist Onboarding wichitg
Herzlich willkommen zu einer neuen Episode des Erfolgskunden Podcasts! Heute dreht sich alles um ein zentrales Thema: Onboarding – der Schlüssel zu langfristigen Kundenbeziehungen und geschäftlichem Erfolg. In dieser Folge erkläre ich, warum Onboarding so viel mehr ist, als Kunden einfach nur willkommen zu heißen. Es geht darum, sie zu verstehen, Vertrauen aufzubauen und sie von Anfang an auf den Weg zu einer erfolgreichen Zusammenarbeit zu bringen.
Link zum Onboarding Prozess
Inhalt der Episode:
Was ist Onboarding und warum ist es wichtig? Onboarding ist der erste...
2024-11-1049 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.
2024-10-0125 min
Systems for Creatives with Amy GouldEP 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 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 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 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
CIXON Boosts Your Business - Der CRM-PodcastCRM-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 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 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 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 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 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 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 Innovations Marisa 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
The Mike Fallat 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.
2024-03-1242 min
ArtsyCourseExperts 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...
2024-02-1334 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 Onboarding Join 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
The Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 132: Best of innovation and culture chats, with three leading experts.In this episode we wanted to put together for our listeners some of the best of our innovations in talent and culture chats. Shauna Geraghty, SVP & Global Head of People & Talent at Talkdesk, will share invaluable insights on optimizing the quality of hire. Debbie Shotwell, CPO at Stack Overflow, will delve into the secrets of developing a strong and vibrant company culture. Gianna Driver, CHRO at Exabeam, will challenge traditional notions of 'culture fit' and explore how embracing 'culture add' can ignite innovation within your organization. 1:15 Shauna Geraghty, SVP & Global Head of People & Talent at Ta...
2023-10-3124 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 122: Striking the right chord: Balancing quality and speed in startup hiring.In this episode, you'll gain invaluable knowledge on startup hiring, retention, and salary strategies. Listen as industry experts, including Doug Camplejohn, CEO and Founder of Airspeed, and host James Mackey, share their expertise on cultivating a successful startup ecosystem. Learn why hiring slowly and firing quickly can be the key to building a high-quality team and discover the "awesome test" that helps you identify top talent instantly.Efficiency is crucial for startups, learn how to streamline your hiring processes for maximum effectiveness and find out how documenting processes can be an asset that evolves with y...
2023-09-2636 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 120: The secret sauce to a successful startup: Building efficient teams, cultivating workplace culture, and onboarding strategiesIn this episode, host James Mackey and guest Andrew Gazdecki, Founder and CEO of Acquire.com, explore the art of scaling a startup while nurturing a strong company culture. They share insights on thoughtful hiring for a solid foundation, with a focus on efficiency. The discussion covers valuations, deliberate hiring, culture-building, and interview techniques. 0:33 Andrew Gazdecki's background 1:44 Scaling a startup efficiently 8:25 Successful workplace culture11:40 Onboarding process and interview strategies28:04 Hiring for leadership roles in startups Thank you to our sponsor, SecureVision, for making this show possible! Our...
2023-09-1940 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 119: The ABCs of hiring quality leadership talent: Attraction, management, and retention for early to mid-stage organizationsJoin host James Mackey and his guest, Sandeep Bhadra, General Partner at Vertex Ventures, as they discuss the critical topic of hiring quality leadership talent.James and Sandeep share their expertise on various aspects of leadership hiring, common pitfalls to avoid when evaluating leadership talent, and the importance of operational roles in the hiring process. Learn about the relevance of having a well-structured onboarding process and the value of an annual operating plan for sustainable growth. 0:34 Sandeep Bhadra's background 1:54 Hiring quality leadership talent for early to mid-stage organizations10:50 Importance of hiring operations personnel...
2023-09-1439 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 117: Scaling success: Structured hiring and effective onboarding in scale-up organizations.Join our host James Mackey and his guest Jamie Olson, VP of People & Culture @ Continu, as they explore the keys to success in scale-up hiring. Learn about efficient processes, aligning with leadership, and the value of slowing down approvals. Discover the parallels between candidate and customer experiences, and how a strong onboarding process boosts employee value and company trust. 0:36 Jamie Olson's background 1:39 Hiring for scale-up organizations 8:56 The importance of culture fit for scale-up organizations. 14:36 Candidate & onboarding experience 20:13 Measuring success of the people function. Thank you to our sponsor, Secu...
2023-09-0733 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 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 92: How to increase your hiring batting average by implementing predictive indexing and structured interviews.Join host James Mackey and our guest Jeremy Ruch, Founder and CEO at Bandalier, to discover how companies can significantly improve their hiring success rate and increase their batting average by implementing predictive indexing and establishing a framework for structured interviews.They delve into the significance of measuring receptiveness to feedback and the benefits of incorporating automation in the hiring process. Explore the correlation between performance reviews and interview questions, along with the impact of an efficient onboarding program and fostering a culture that promotes rapid value creation. James and Jeremy also discuss the silver l...
2023-06-2048 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 91: How to make culture a competitive advantage by thinking long-term. Strategies for attracting and retaining top talent.In this episode, host James Mackey and Sheba Lasley, Founder of Total Success, share their insights on creating a strong company culture that attracts and retains top talent. They begin by discussing the fundamental aspects of culture in the early stages of a company, emphasizing the importance of defining the mission, values, and overall culture alignment.They explore the value of building long-term relationships with employees and developing an offboarding culture that leaves a positive impact. They also highlight the need to focus on structured hiring, effective communication, and systematic onboarding processes.The d...
2023-06-1538 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 90: Daniel Chait, the Co-founder & CEO of Greenhouse, shares lessons learned from helping 1000s of companies hire top talent.Daniel joins us to discuss his book, Talent Makers, and provides a masterclass on how companies can move from chaotic to strategic hiring. The conversation flows from Daniel's Greenhouse founding story to the benefits of a structured hiring process and the ROI of making hiring your superpower. This is an episode you don't want to miss! 0:51 Daniel Chait's background and Greenhouse founding story 6:19 The distinction between thoughtful hiring and a chaotic hiring process 9:13 The benefits of a structured hiring process17:54 Talent Makers book26:25 The ROI of making hiring your superpower40:50 The...
2023-06-1352 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 87: How to master headcount planning through optimizing FP&A and operations.Join host James Mackey and Julio Martinez, Co-Founder & CEO at Abacum, in a dynamic conversation about mastering financial planning and forecasting.James and Julio engage in a comparison of planning in spreadsheets versus utilizing a centralized platform. They highlight the importance of a single source of truth by emphasizing how it improves accuracy and streamlines processes.They explore top-down planning versus bottom-up planning, offering valuable perspectives on budgeting breakdowns and areas for improvement. They emphasize the power of rolling forecasts to adapt and optimize.In the final segment, they discuss the need for...
2023-06-0655 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 83: How to build a healthy startup culture and the challenges of hiring talent. The hidden costs associated with hiring the wrong people.Join our host James Mackey and his guest Connor Swalm, CEO at Phin Security for an insightful episode as they dive into the world of startups, focusing on the challenges and strategies involved in hiring talent, scaling teams, and fostering a strong company culture.They discuss how to scale a startup and the challenges of hiring talent from enterprise backgrounds to the startup world.Discover why culture fit is crucial in startups and how prioritizing alignment and setting clear expectations are essential for long-term success. They delve into the detrimental impact of a bad hire...
2023-05-2358 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 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 73: Panel Part 2: We asked ChatGPT how it will change hiring and riffed on the quality of its answers. Then ChatGPT helped us create ridiculous sourcing templates.Join our panel for an insightful and entertaining discussion as the panel grills ChatGPT on its capacity to change how we hire. Our host James Mackey and guest panelists (TA executives) explore whether it can be a reliable compensation guide, how ChatGPT can offer onboarding support, and if we should leverage ChatGPT to create commission plans. They discuss if we should be skeptical when using this tool, some of the benefits, and why (at least for now) AI cannot replace human creativity.All of these topics are debated in this provocative episode. Tune...
2023-04-1839 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 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 57: State of the employment market for startups and growth-stage tech. Hiring junior talent and career transitioners w Corey KossackJoin Corey Kossack, Founder & CEO at Aspireship, and host James Mackey as they delve into the complexities of the employment market for startups and growth-stage tech companies. They dive into inflation trends, how TA leaders need to be more analytical and align hiring plans with the companies north star metrics, incorporating onboarding and ongoing learning in development cost into cost per hire, and how TA leaders can be a more strategic partner to their CEO. They will discuss the disconnect between talent acquisition and retention, and at what stage tech companies start to become successful at...
2023-02-0750 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 minThe Breakthrough Hiring Show: Recruiting and Talent Acquisition ConversationsEP 48: Onboarding & retention, career mapping, and trends in healthcare recruitment w Jaylyn SanchezJaylyn Sanchez, Talent Acquisition Lead at Prolucent Health joins host James Mackey to discuss why onboarding is so important and why the transition from candidate stage to employee should be smooth, building quality relationships with the employees, and more!https://www.linkedin.com/in/jaylyn-sanchez-b11537163/ Thank you to our sponsor, SecureVision, for making this show possible! Our host James Mackey Follow us:https://www.linkedin.com/company/82436841/#1 Rated Embedded Recruitment Firm on G2!https://www.g2.com/products/securevision/reviews...
2022-12-0636 min