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Hi everyone!For the next few days the Onboarding Network will be undergoing some reconstruction. You’ll see some things move around. The goal is to create a more GUIDE-friendly community that allows you to connect to other guides to collaborate and share tips/tricks easier than before!If you have any ideas or input on what you’d like to see more/less of, comment below and I promise I’ll take it into consideration!🚧 We anticipate this being complete by the End of November. 🚧

Hey guysI’m Kelly. I'm beyond excited to join this onboarding community. I'm a new client onboarding specialist with some customer success experience. I'm looking forward to being a part of this fantastic community and learning and growing with all of you. As I embark on this new journey, I would absolutely love to hear any tips and tricks you may have for the first 90 days on the job. I want to make sure I'm locking into the right things and being as effective as possible in my role. Your experiences and insights would be invaluable to me, so please don't hesitate to share. I'm glad to be here and can't wait to get started. I am looking forward to collaborating and networking with all of you!  

Hi everyone. I am excited to join the onboarding network community. I am a Customer Success and Solutions (professional services) Manager at a SaaS company based out of Oakland. 

Hi Everyone,I’m very happy to join this community. My name is Kimberlee Stephens, formerly the Vice President of Customer Success. I’m a revenue leader having had a successful 20+ year career in Business Development, Marketing, Sales, and Customer Success. I’m committed to promoting the concept of Joyful Lead Growth. If you want to learn more about that, check out this awesome conversation with some GTM leaders https://techconnectr.com/watch-joyful-led-growth-starting-with-culture-before-executing-campaigns/Currently, I’m just having fun substitute teaching, ushering for SAP Center in San Jose, and being a Brand Ambassador for Health Foods at Whole Foods. It’s a blast and I’m hoping the next big opportunity to drive growth for a product/service I’m excited about arises.I’ve worked for lots of B2B Marketing agencies and Adobe. I believe all good business strategy comes from joy and an understanding and empathy for employees, customers, and partners.I am a mom of two grown sons (both Eag

This week’s Welcome Wednesday we’re celebrating @Tista!  Position + CompanySupport Experience Guide at GUIDEcxIf you were a food, which one would you be and why?I would be Pani-Puri because it's crunchy from the outside and has a rich spice blend juice inside. The taste is addictive!What do you like to do to unwind from work?I love to travel! So I am always planning trips, or watching travel vlogs, creating a travel budget or online shopping clothes I can wear on these trips. What do you love about onboarding/implementations/project management?It depicts the true sense of being human or how we became the humans of today! We collaborate and communicate efficiently, share knowledge, and understand each other's needs to build something, solve problems, or to make lives easier. Each project implemented is a synopsis of human history and our future in my eyes! What is one of the biggest challenges you're facing in onboarding/implementations today?I think organizations invest a lot of time i

This week’s community member that we are celebrating is. . . @bobm!!! Position + CompanyCSM at GUIDEcx If you were a food, which one would you be and why?Rice. Gotta feed the world. What do you like to do to unwind from work?Expand my horizons What do you love about onboarding/implementations/project management?Helping people achieve their objectives, solve problems, reduce their burden. What is one of the biggest challenges you're facing in onboarding/implementations today?Figuring out the best ways to improve customer engagement; onboarding/implementation is a collaboration, not a one-way street. So give it up for Bobm! Thank you for being a part of our community!!!

Hello all! My name is Dominic, I’m a CAPM certified IT project manager based in London, UK. I was most recently an Implementation Specialist at Reward Gateway, responsible for new client system setups.During my time there, I...Delivered 35+ client implementation projects Set up employee engagement sites for 87500+ end users Converted £1 million+ of potential revenue into actual contract revenue Became a Certified Associate in Project Management... all with a client NPS score of 89.Looking forward to meeting more project managers, especially those based in the UK!All the best,Dom

Everyone has at least one movie that they could watch over and over again without getting tired of it. What’s yours?If you don’t have one, what’s a movie that you find yourself quoting a lot?

In spirit of getting to know more people in our ever-growing community, I want to introduce the Welcome Wednesday channel!!! Every Wednesday put on your Get-To-Know-You Hat because we will be celebrating community members and getting to know them better!If you’d like to be highlighted, please fill out this questionnaire!

Let’s meet up! I’ll be there Oct 16th-18th! Check out more deets here: https://events.customersuccesscollective.com/location/boston If you are going let me know by RSVPing to the event here: If you want to go I have a few more tickets up for grabs! Let me know if you want them! Also, I’m going to hosting a steak dinner for members of the Onboarding Network if you’d like to join! It’s only open to the first 10 guests! RSVP below: 

Meeting recaps are so important! They have so many benefits! Here are just a few:It serves as a record of what was discussed on the call, who was on the call, what action items were set, etc. It helps keep the customer in the loop with what they need to do next (recaps should always contain next steps and what not!) It helps you know what was discussed in a certain meeting! That way when you’re prepping for the next meeting you can save time by reading up on what was covered and what not!

Ever since getting in the onboarding space, I’ve learned a lot about what makes a good onboarder and I see it everywhere - from my day-to-day to the big screen! So what movie characters are good onboarders?I’d love to hear who and why!

It’s time to humble brag! Did you just learn how to do a handstand? Did you just purchase a new home? Did you just restore a classic car???Let’s hear about it below!

Do you have a pet? Show us!!! I want to see all the puppies, cats, fish, horses, pot-bellied pigs, ferrets, frogs, snakes, etc!!! 

**Bonus points if you say “client onboarding professional!” 

Is bacon overrated?Do we need to get rid of Daylight Savings Time?Are the aliens unveiled by Mexico real or a middle school art project???Let’s hear it!!!

This week’s Water Cooler Wednesday is not as innocent as it seems! Not only do I actually want to know where everyone is from, but as events/conferences are on the rise I want to know who I can meet up with in the area! So don’t be shy! Tell me where you’re located so we can potentially meet up!

No matter how well the meeting went, I find that customers forget what they need to do almost immediately. Thank goodness for meeting recaps! What tools do you use to assist in writing meeting recaps? 

Hi! I’m Irina

Hello Everyone,Very excited to be joining this community!I am a certified PMP with 8 years of experience in managing complex technical projects and SaaS implementations for customers big and small. I am skilled in building out Scopes of Work, Implementation Plans, Change Management Plans, and more. During my time as a project manager with a heavy focus on custom solution implementations, I have developed an interest in customer onboarding. It was always something I had to manager during my 6-year tenure at Cityspan Technologies, Inc. but at the time, it was one of the many responsibilities I owned at 25-person company. In my last role as Manager of Implementation at Criteria Corp, I sought to become the SME of customer onboarding, managing the onboarding program for Criteria’s new Enterprise and strategic accounts. I am excited to see how many other professionals like yourself are also contributing to this space and I’d like to continue learning about - as well as contributing to - the

My name is Craig Philipp and I am a new hire as of today here at GUIDEcx. I was hired on to help customers with growth, expansion and adoption needs. Please reach out with anything I can help assist with on your journey. My email address is: cphilipp@guidecx.com

Hi everyone! Today I start as a Customer Success Manager here at GuideCX. I am excited to get to know people, learn, and contribute to the growth of everyone.

Hey Onboarding/Implementation friends! I’m Daniel. I’ve been in onboarding/implementation for about 5 years now. It’s been a fun journey learning about the post-sales customer experience.  In the past year, I’ve really been looking to up-level my skills and learn new processes that others are employing. This has been more of a solo process and I feel like it is time to jump into a community of like-minded folks!  Hoping for some engagement, so feel free to answer in the comments: What is a nagging pain point between you and your customers? 

Hi all,I’m Sarita. I am Director of Customer Services here at Almabase. I handle Support and Onboarding for customers. We are a bootstrap Startup.My struggles are the same as any of you. Trying to provide the fastest response possible through Support. Figuring out a way to best train the customers to ensure the customers are equipped with the Product. And more. I have joined this community to learn from you all and share whatever I have been discovering. Thanks! PS: I work from Bangalore, India.