The Onboarding Lab

4 Ways to Stop Conversations From Going Off Track in Customer Onboarding

When calls get derailed because someone goes on a tangent, have the tools ready to bring it back to the task at hand, without pissing anyone off!

Understanding how to prepare ahead of calls and deliver the right updates and data at the right time.

In the critical kick off call it's the time to build partnership not dump information on an already swamped customer!

Check-ins are too often wasted time for all involved. Create undeniable value by letting the customer show their work.

Bridge the gap between promise and delivery to create a seamless customer onboarding.

See why confirmation bias was Blackberry's downfall