Every day you’re not driving customers to value you are losing revenue, frustrating your teams, and diminishing your reputation.
Whether you have a mature customer onboarding process or are just building onboarding at your company, isn't it time you receive a strategic review of your current approach from customer onboarding expert, Donna Weber?
Understanding Your Process Pitfalls
is the Only Way to Resolve Them
Why it matters
The longer you take to sort out customer onboarding the more money you may be losing every month, not just in customer churn, but in lost customer expansion and referrals
How it works
You complete a thorough online onboarding questionnaire
We meet in a working session, up to 90 minutes, to explore areas to improve, and discuss recommendations, best practices, and next steps
I provide a short report addressing these key areas: People, Processes, Technology, and Scalability
We have a short follow up meeting to review the report and determine next steps
Inform the audit with interviews with three recently onboarded customers (optional add-on)
Strategic review of how you currently onboard new customers
Identify people, processes, technology, and scalability challenges and opportunities
Explore immediate options to improve customer onboarding and a roadmap for key areas to address
A short report to guide you on next steps
What you get
Why Donna Weber
Donna Weber is the world’s leading expert in customer onboarding. For more than two decades, she’s helped high-growth startups and established enterprises transform new customers into loyal champions.