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- How to Master Expectation Management For Successful Customer Onboarding Every Time
How to Master Expectation Management For Successful Customer Onboarding Every Time
Get ahead of any misalignment before it causes problems.
Is there a gap between what your customers expect and what they actually experience?
44% of customers who churn do so because they can't achieve their goals.
Because what they expected and what they got didn't align.
You know how it is…
Marketing builds the dream.
Sales sells the vision.
Onboarding inherits the reality check. 😅
When those three things don't match, customers feel misled.
So, let me align our expectations.
I’m going to give you the steps, and then you are going to implement them.
Deal? ↓

🧪 The Project: Expectation Alignment
Managing expectations is about creating alignment so customers can achieve genuine success.
Step 1: Establish reality before the sale closes
Before the contract is signed, document what success looks like in the first 90 days.
Create a one-page "What to Expect" document that outlines:
- Timelines for setup
- Required resources from their team
- Realistic milestones
- Common obstacles customers face
Share this during the sales cycle. Not to cover your arse (!) but as a trust-building exercise.
Customers appreciate honesty.
Whilst we are on this topic, take a look at my previous article. ↓
