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What is something you wish someone told you earlier in your onboarding career??

  • Sep 12, 2023 6:21 PM UTC
  • 3 replies
  • 380 views

emaynez
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What are some pro-tips that you wish someone shared with you sooner??? Let’s get a list of amazing pro-tips together!

3 replies

emaynez
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  • Author
  • Community Manager
  • Sep 12, 2023 7:30 PM UTC

I wish I knew that onboarding with spreadsheets is a sure fire way to lose momentum, customer trust, and my sanity.


JeffKush
  • Known Participant
  • Sep 14, 2023 3:11 PM UTC

the 2 week rule. If you have not heard from your customer in 2 weeks you need to escalate


Mark Mitchell
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Never close a meeting without getting the next one on the calendar.