Importance of Customer Onboarding - What Is In It For Me (From Other Teams' POV)

Having spent quite a bit of time working in and with various companies, I've noticed that some companies do this crucial thing better than the others - cross-department communication and collaboration. I won't go into the details as to why it is important (I hope we all know why but if not, ping me), but I wanted to focus on what role teams (other than the Onboarding) play in the new customer onboarding process. I've discussed the importance and nuances of the Handoff from Sales to Customer Success and Onboarding but here, we'll be looking at Customer Onboarding from different angles!

What's Coming?

Over the next few weeks, I'll try to deep dive into how Onboarding touches every corner of your SaaS business. We're talking:

1. Sales Team: "The Gatherers"

2. Product Management and Engineering: The behind-the-scenes magicians

3. Customer Success Team: The long-term relationship builders

4. Marketing Team: The storytellers and hype creators

5. C-Level Executives: The strategic visionaries

Now, this is just my take on things that I've seen and it's meant to be a thought-provoking, conversation-starting series that will help spark some ideas around what things you could be doing differently in your team(s).

Why Should You Care?

Well, you should not really. You may now know me. But if you are interested in Onboarding, Customer Success, Process Improvement, and just some anecdotes, I suggest you stick around.

In this series, I'll be sharing the strategies, tips, and occasionally embarrassing stories that led to these wins. Whether you're a startup finding your feet or an established player looking to up your game, there's something in this series for you.

The series kicks off next week, with new articles dropping every Monday. It's like your favorite TV show, but with more SaaS and fewer dramatic cliffhangers (although I can't promise there won't be any onboarding plot twists).

So, mark your calendars, set your alerts, or tie a string around your finger - whatever it takes to make sure you don't miss out on this onboarding extravaganza.

Get ready to transform your onboarding from a necessary evil into your secret superpower. Trust me, by the end of this series, you'll be looking at onboarding the way I look at a perfectly executed customer success strategy - with a mix of pride, excitement, and just a tiny bit of nerdy glee.

Stay tuned!

Thanks for reading all the way to the end!