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How to Say “No” and Set Strategic Boundaries in Customer Onboarding

Master the balance of customer expectations and realistic deliverables in onboarding.

Are you a “yes” person?

Does it give you endless headaches during onboarding? 😅

If you are scared to say “no” to every request during customer onboarding you will head straight into firefighting for the rest of your time working with a customer.

I learnt the hard way in the first startup I worked at that unlimited flexibility isn't a virtue, it's a recipe for disaster (and exhausting)!

The real, and undervalued, skill lies in setting clear and strategic boundaries that protect both your team's capacity and your customer's outcomes.

The caveat here is that some requests do make sense.

I’m not suggesting that we give a blanket “no” to anything a customer asks for, just that we are selective because as the expert, we know what is feasible.

The most successful onboarding experiences are built on clear communication, realistic scoping, and a shared understanding of what true success looks like.

But, just this once be a “yes” person and continue reading. 😉 ↓

The Onboarding Lab Customer Onboarding B2B SaaS

🧪 The Project: Boundary Setting

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