SaaS Therapy

Top pitfalls in SaaS onboarding with Donna Weber, customer onboarding expert

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Donna 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 event.
  • Successful onboarding requires a holistic approach that involves cross-functional teams and aligns with the customer's journey.
  • Change management is an important aspect of onboarding, and organizations should focus on empowering customers to make their own changes.
  • Customer education plays a crucial role in onboarding and should be aligned with the customer's needs and goals.
  • Pitfalls in onboarding include lack of alignment between teams, lack of defined metrics for ongoing value, and reliance on legacy tools.
  • Charging for onboarding services can lead to better customer engagement and value realization.

    • Contents

    • 00:00 Introduction
    • 05:25 The Importance of Ongoing Onboarding
    • 10:04 The Role of Cross-Functional Teams in Onboarding
    • 21:56 Common Pitfalls in Onboarding
    • 24:48 The Value of Charging for Onboarding Services
    • 26:30 Recurring Revenue: Incentivizing Sales and Ensuring Success
    • 36:11 Digital Customer Success: Personalization and Meaningful Interactions
    • 43:25 Listening to Customers: Key to Delivering a High-Value Experience

      • Resources

      ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

      ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

      ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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      Credits

      Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

      Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

      Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred

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      SaaS TherapyBy BrainStorm
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