Podcast
Tips on Creating a Repeatable Onboarding Process
Eric Crane
Posted 12/1/2020
When you have as many different types of customers as Monday.com has, there needs to be some consistency in the onboarding process.
Monday.com Onboarding Team Manager, Lisa Fox, joins us in this episode to share how her team created a successful, repeatable onboarding process for customers. Plus, we discuss:
- Obstacles in the onboarding process and how to overcome them
- The 3 phases for a successful onboarding experience
- Why every CS leader should have authenticity and empathy
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