TechEmpower SaaS

NOVEMBER 13, 2023

As part of the onboarding process, the app asks both job seekers and employers what they’re looking for - in a text box - while providing a few suggestions in a pop-up. Even with the pop-up suggestions, we saw significant drop-off during user onboarding. This isn’t just our opinion - our startup metrics prove it!

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

SaaStr

MAY 3, 2023

In this week’s Workshop Wednesday , held every Weds at 10 a.m. Take the time to create onboarding documents showcasing your company values and the expected behaviors leaders must align with to uphold those values. PST, SaaStr will hold live, interactive workshops on Zoom where experts in the community share their insights.

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Sales Hiring Scale Pricing Customer Success 254

SaaStr

OCTOBER 3, 2023

In the latest Workshop Wednesday , held every Wednesday at 10 a.m. Achieving Enterprise Repeatability — A revenue enablement team is critical for codifying success and using teaching methods to onboard and scale teams across your revenue functions during stage three. That’s your proof.

Enterprise 291

Enterprise B2B Scale SMB 291

SaaStr

APRIL 1, 2023

At this week’s Workshop Wednesday — held every Weds at 10 a.m. The keys to customer success are: Onboarding Most small business owners aren’t super tech-savvy. It’s essential to drive the onboarding process so SMBs have a great experience. There are over 400M small businesses worldwide.

Scale 245

Scale SMB Merchant Services Payment Methods 245

SaaStr

FEBRUARY 20, 2024

In a recent Workshop Wednesday, Tolithia Kornweibel, CRO, and Jamie Edwards, Head of Go-to-Market Operations and Tools, share how Gusto maximizes revenue so that you can do the same. They also onboarded 30 new customers. Gusto is a high-velocity, high-scale acquisition and expansion engine, and one we can all learn from.

Scale 272

Scale Sales Marketing Construction 272

Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

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Onboarding Sales Hiring Churn Consulting 143

SaaStr

APRIL 30, 2024

The CRO at Owner, Kyle Norton, shares his learnings and strategies for building better efficiency into your GTM motion at Workshop Wednesday, held every Wednesday at 10 a.m. They’ll become more concerned about the quality of deals from sales to onboarding to launch. How do you build GTM efficiency in SMB sales?

Scale 301

Scale SMB Sales Hiring Sales 301

Baremetrics

JUNE 26, 2020

And since SaaS and subscription businesses depend on monthly recurring revenue to grow , it pays to perfect your customer onboarding process. Give your customers a poor onboarding experience and they’ll be set up for failure right from the start. What separates a poor customer onboarding experience from a bad one?

Onboarding 99

Onboarding SaaS Churn Social Media 99

User Pilot

SEPTEMBER 15, 2024

You must use tried and tested frameworks if you want to consistently create compelling onboarding experiences , and that’s where SaaS customer onboarding templates come in. We’ve outlined 11 onboarding templates suitable for the different onboarding stages. What is an onboarding template?

Onboarding 98

Onboarding SaaS Software Review Churn 98

SaaStr

SEPTEMBER 14, 2023

That’s why SaaStr founder and CEO Jason Lemkin held an “Ask Me Anything” session at this week’s Workshop Wednesday, held every Wednesday at 10 a.m. Whether you’re just starting out in SaaS or have a successful SaaS startup, founders and startup teams can learn a lot from those who have found success in the industry through its ups and downs.

Outsourcing Services 285

Outsourcing Services Sales Hiring Scale Sales Recruiting 285

SaaStr

JANUARY 12, 2024

PS – watch his recent deep dive on this and a bunch more SaaS metrics for 2024 in the Workshop he did with us.) It would also be a shame to cut implementation, deployment, and onboarding as part of this process. This chart on median net retention by Jamin Ball at Altimeter really tells the story of the bubble. (PS

Sales Hiring 320

Sales Hiring Customer Success Scale AI 320

SaaStr

OCTOBER 10, 2023

In last week’s Workshop Wednesday, held every Wednesday at 10 a.m. Test for it during interviews and onboarding. On a sales front, how do you evolve past founder-led sales, or together with it, so that you can scale your organization? Founder-led sales can be an immense strength and rapidly become a limiting factor.

Scale 277

Scale Sales Hiring Scaling Sales 277

SaaStr

JULY 7, 2023

Tactic #2: Take Your Onboarding Gifts “Outside The Box” Every SaaS company sends an onboarding gift box with branded “things” in it. C-levels want to see results, so if you segment based on personas and choices, maybe even birthdays, you can touch your customers at the right time with the right messaging, creating real impact.

Retention 242

Retention Software Review Revenue Systems Review 242

SaaStr

JULY 25, 2023

SaaS North: SaaS North is Canada’s largest SaaS conference, featuring keynote speakers, workshops, and networking opportunities, aimed at promoting the growth and success of SaaS companies in North America. It provides insights into the latest trends, best practices, and networking opportunities in the SaaS space.

ChatGPT 189

ChatGPT AWS SaaS CTO 189

GetUplift

FEBRUARY 6, 2019

That’s why this workshop is all about decision making. As you know, this week’s workshop is being prerecorded as I won’t be able to be there live. We will be back with our live workshops next Wednesday as usual. But I really didn’t want you guys to miss out on one our workshops. Hey there, guys.

Scale 74

Scale Sales Hiring Branding Pricing 74

Valuize Consulting

DECEMBER 17, 2024

Adoption Stage/Maturity : Onboarding with initial implementation underway. For instance, during onboarding, a CSM may need to conduct weekly calls, set up success metrics, and train the customers teams. Adoption Activities Needed : Data migration and integration with existing systems. Establishing dashboards for the customers KPIs.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

SaaStr

OCTOBER 17, 2023

At last week’s Workshop Wednesday — every Weds at 10 a.m. Mastery of funnels — CS has many funnels like onboarding, usage, case studies, and expansion. Break out onboarding from the Customer Success function. Onboarding vs. Customer Success You do this to create capacity. Scale starts with great onboarding.

Scale 176

Scale Sales Hiring Customer Success Scaling 176

SaaStr

DECEMBER 1, 2023

SaaStr’s own Jason Lemkin shares the top 10 mistakes he sees during the hiring process during Workshop Wednesday, held every Wednesday at 10 a.m. We’re all comfy at home and doing Workshop Wednesday or in the office, but we’re all running distributed teams at some level. But they might want to stick with SMB.

Sales Hiring 157

Sales Hiring Sales Recruiting Sales Interviewing 157

Intercom, Inc.

AUGUST 6, 2019

Onboarding. Onboarding is often treated as a one or two day interlude before we get to our “real” work. “We can only attain the benefits [of hiring more people] if we set up new engineers for success” While these steps are important and necessary, this type of onboarding is generic and shallow and leaves huge gaps.

Software Review 166

Software Review Engineering Technical Review Interviewing 166

BetterCloud

DECEMBER 4, 2024

Ie: wine tastings, ghost tours, art nights, paint workshop, how to create something fun., With BetterCloud, your IT pro can automate employee onboarding & offboarding , license reclamation, spend management, application access, and entitlement. Uncommon experiences. And we’re not just talking about user lifecycles either.

Subscription 69

Subscription Payment Features Onboarding Pricing 69

Sales Hacker

JUNE 7, 2021

When you onboard new salespeople or bring new products to market, you need to equip people with a solid understanding of the customer business activities and workflows served by your company’s solutions. Don’t leave the discussion on segments, workflows, and personas to the first workshop. Produce workshop pre-read.

Sales Recruiting 123

Sales Recruiting Payment Services Payment Methods Sales 123

User Pilot

AUGUST 30, 2024

Starting a career as a customer onboarding manager requires understanding the key steps, skills, and experiences needed for success. In this article, we will outline the typical journey for customer onboarding managers, covering educational requirements, entry-level positions, potential advancements, and long-term opportunities.

Onboarding 52

Onboarding Management Scale Data Analysis 52

Intercom, Inc.

DECEMBER 16, 2019

. “Account-based sales is high effort, high reward” Operationally, sales will also be involved in setting up your CRM for ABM, ensuring adequate account coverage, and training and onboarding reps to this new business motion. Customer success. The goal is to be your customers’ number one advocate.

Scale 189

Scale Marketing Business B2B 189

Sales Hacker

FEBRUARY 18, 2021

The conference will have it all: training sessions, workshops, smaller breakout sessions, keynote speakers, networking opportunities, and virtual parties – yes, really, they have it all. Best practices for onboarding and enabling sales reps virtually. If you’re wondering who should attend, Unleash is geared for: Sales leaders.

Sales 130

Sales Sales Enablement B2B Leadership 130

User Pilot

AUGUST 19, 2024

This guide will introduce you to the best resources available for customer onboarding managers, providing you with a curated selection of valuable materials to enhance your skills and knowledge. Looking to enhance your customer onboarding process and drive product adoption? What does a customer onboarding manager do?

Onboarding 52

Onboarding Management Scale Customer Success 52

ChurnZero

NOVEMBER 26, 2024

A description of the initial training and onboarding process. Develop and execute comprehensive onboarding and training programs tailored to the unique needs of mid-market and enterprise customers. Conduct training and workshops for clients. Unique or exciting aspects of the role that make it stand out.

Technical Review 52

Technical Review Sales Recruiting Customer Success Sales Hiring 52

User Pilot

AUGUST 30, 2024

Interested in customer onboarding manager roles? In this guide, we’ll explore the ins and outs of customer onboarding manager roles through detailed job descriptions and handy templates. Looking into tools for customer onboarding managers? You’re in the right place!

Onboarding 52

Onboarding Management Sales Recruiting Sales Hiring 52

BetterCloud

MAY 3, 2022

To give IT a much-needed lifeline, it is more critical than ever to start automating the repetitive, error-prone IT tasks involved with HR processes such as onboarding new employees. In this article, we’ll deep dive into how to automate a great onboarding experience for new hires that also saves your IT team time and sanity.

Onboarding 52

Onboarding Cloud Software Review Finance 52

User Pilot

AUGUST 28, 2024

Understanding the salary range for customer onboarding managers is crucial whether you’re entering the field or looking to advance your career. TL;DR A customer onboarding manager is the person behind developing and implementing onboarding strategies to help SaaS customers move seamlessly from sign-up to effective product use.

Onboarding 52

Onboarding Management Scale Customer Success 52

Intercom, Inc.

FEBRUARY 25, 2019

Third swing: hiring vs. onboarding. “In a fast growing company like ours has been, the temptation is just to hire, hire, hire” What happened was that we didn’t think about onboarding those people. We had this situation where new people were onboarding new people. We ran a workshop called “The Intercom Way.”

Sales Hiring 160

Sales Hiring Scale Sales Recruiting Engineering 160

User Pilot

AUGUST 28, 2024

Embarking on a career as a customer onboarding manager involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer onboarding manager. Customer onboarding managers utilize various tools to enhance their work.

Onboarding 52

Onboarding Management Scale Data Analysis 52

User Pilot

AUGUST 31, 2024

Whether you’re a seasoned professional or new to the field, understanding the nuances of customer onboarding managers is essential for success. TL;DR A customer onboarding manager is the maestro of a SaaS customer’s initial experience, ensuring a smooth transition from sign-up to successful product use.

Onboarding 52

Onboarding Management Customer Lifetime Value Acquisition 52

BetterCloud

NOVEMBER 11, 2021

To keep up with all the churn, IT team members are spending hours on tedious, repetitive onboarding and offboarding tasks. Zero-touch offboarding and onboarding will free up hours of staff time every time someone joins, leaves, or changes job title or department.

Onboarding 52

Onboarding Churn Management SaaS 52

Sales Hacker

AUGUST 19, 2022

This article is an excerpt from Outreach’s Unleash Customer Workshop: “Content Therapy.” Moving forward without a clear strategy can result in poor rep adoption, longer onboarding times, and even burning through your high-value leads. You may also experience content stagnation or have a lack of data.

Strategy 113

Strategy Underperforming Technical Team Management Systems Review 113

Chart Mogul

JANUARY 9, 2025

NTA-ab is BANT workshopped and stands for: Need Timing Alternatives authority budget The N,T, and A, are capitalized because thats what your customer cares about. Onboarding Once the contract is signed, its time to get the new customer up and running. Managing the customer onboarding process within ChartMogul CRM.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

SaaStr

MAY 31, 2023

Your company is growing so quickly that by the time you start the search, hire and onboard someone, and make them productive, six to twelve months have passed, and your business is different. A mistake many companies make between $10M and $100M is hiring for a role you need to be filled right now.

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Scale Scaling Leadership Company Culture 241

Intercom, Inc.

JUNE 14, 2018

I was often asked the same questions, and I found myself leading these workshops many times. I started developing these exercises, and reproducing them in workshops. When I wrote Build Better Products in 2016, it honestly came out of a ton of consulting. I’d go up to the whiteboard and start to draw something.

VP of Engineering 190

VP of Engineering Underperforming Technical Team CTO Coach New CTO 190