June 18, 2020

SaaS Onboarding & Recruiting at Scale

43 minutes

We’re back behind the mic today after a one-week hiatus. We had originally recorded an episode last week (which addressed current events) but decided not to publish it. Our hearts do go out to everyone in this time of chaos and uncertainty.

This week, we’re back, talking about business, bad habits, and kindergarten graduation parades. We’re talking about ProcessKit’s onboarding updates and one of their newest customers. We’re also talking about Jordan’s big problem and his recruiting and hiring issues.

[tweetthis]"He turned the tables on me and we bartered. So he’s a paying customer of ProcessKit and I gave him a pretty big ProcessKit plan in exchange for him writing three of these pages for ProcessKit." - Brian [/tweetthis]

Here are today’s conversation points:

Jordan’s big problem: putting off strategic tasks, but then having no energy
Brian’s early morning exercise schedule
Brian’s ProcessKit’s onboarding updates
1. The various levels of customers
2. Tools, widgets, checklists, and onboarding courses
3. What each customer needs in order to be successful
Jordan’s recruiting and hiring process
1. Their first (in a long time) fully remote hire
Brian’s newest customer experience
What to do with B2B SaaS these days?
1. E-commerce platform issues

[tweetthis]"The mistakes in hiring are more costly than any monetary mistake. Like, buying the wrong thing, using the wrong software, hiring the wrong consultant. I see those as monetary mistakes. When you making a hiring mistake, it hurts so much more.” - Jordan [/tweetthis]

Resources/Links:

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

As always, thanks for tuning in. Head here to leave a review on iTunes.

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