Water Cooler

What's a community without us having random conversations? Let’s gather around the water cooler to get to know each other and chat about random stuff!

  • 62 Topics
  • 137 Replies

62 Topics

emaynez
emaynezCommunity Manager
posted in Water Cooler

Client to CSM Handoff call vibes

I get it. Newly onboarded customers might have a hard time letting go. (I've even heard some people call their handoff calls "Break up calls"). After all, you worked hard to be a product expert, a trusted advisor, their advocate, the list goes on.Here's my standard format for a handoff call:🟢 Introduce the customer to the CSM and vice versa🟢 Give a brief overview of how amazing each member was to work with🟢 Set basic guidelines for when to reach out to support vs. CSM ("Support's job starts when the product stops working")🟢 Turn the time over to the CSMHow do you set clear boundaries to make sure that the customer is empowered in knowing where to go if they have questions post onboarding?

9
KimberleyFrancis
9 days ago
emaynez
emaynezCommunity Manager
published in Water Cooler

Happy GUIDEntines!

Next week is Valentines Day and as a treat we wanted to put something together to show you we care!Please feel free to screenshot these cards to share with your team, friends, and who knows maybe even your family! Have a Happy GUIDEntines and thank you for being a member of the Onboarding Network.

802
bnpguidecx
10 days ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What did you dress up as for Halloween?

Drop a picture of you in your Halloween costume below!!!

2
emaynez
10 days ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

❤️ In preparation for February, share your favorite Valentines Day cards for Onboarders! ❤️

I’m putting together a little packet of valentine day cards that can be shared next month. Drop your best ideas below! 

12
bnpguidecx
11 days ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What is your favorite dish for Thanksgiving?

It’s Turkey Time! What is everyone’s favorite dish for Thanksgiving??

2
bnpguidecx
11 days ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What are the ABC's of Customer Onboarding?

Hey everyone! In honor of National Reading Day (Sat, March 2, 2024) I’d like to write a book with your help!If you know me, you know that I want to make customer onboarding the cool kid job.Part of completing that mission is to write a Children’s Book about customer onboarding.That way after a long day of onboarding customers and delivering value, we can read to our kids about onboarding.I’m thinking we should do an ABC’s kid’s book.So please, let’s put our brains together and write this book!I’m excited to see what everyone comes up with!

0
emaynez
1 month ago
Davi1700
Davi1700Employee
posted in Water Cooler

If you're looking for a laugh this morning....

I condensed 10+ years in Customer Onboarding into 10 related memes for the modern Onboarding Manager! Click the link and comment “me” on the post and i’ll send it your way! Would also love to connect with you all on Linked-in as well :D https://www.linkedin.com/posts/matthew-davidson-3b565832_saasstartup-customeronboarding-activity-7151090525389881344-vOEb?utm_source=share&utm_medium=member_desktop

0
Davi1700
3 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

🚨 This just in 🚨How Santa Claus provides a seamless Christmas every year!

For those of you who didn’t know, Santa has been using GUIDEcx for years. Check out his process! PS Did you know that this process takes 50 business days? That means Santa makes his list and checks it twice in early October (Oct 11 to be exact - assuming everything after that goes smoothly!) to ensure a successful Christmas! So if you made the nice list by October then you are set! If you didn’t, then chances are you’re getting coal. (Sorry.. there’s always next year!)

0
emaynez
4 months ago
Mark Mitchell
Mark MitchellEmployee
posted in Water Cooler

When you love meeting with each customer, but you’re scheduled back-to-back

  Gotta gooooo, byyyeeeee!!!!

1
emaynez
4 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What are some of your Christmas traditions?

I’d love to learn more about you all! What are some traditions that you’re looking forward to this holiday season?

1
emaynez
4 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What is a movie that you can watch over and over again?

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?

7
emaynez
6 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

When you don't send a meeting recap

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!

8
JeffKush
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What movie characters make solid onboarders?

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!

1
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What is your biggest non-academic, non work-related accomplishment?

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!

4
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

Pets of the ON

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

3
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What did you want to be when you grew up?

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

5
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What is your "Hot Take?"

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!!!

2
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

Where is everyone from???

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!

6
bnpguidecx
7 months ago
emaynez
emaynezCommunity Manager
asked in Water Cooler

What tools do you use for writing meeting recaps?

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? 

4
J
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

Inbox Zero or Bust!

Raise your hand if you like to keep your inbox at zero! I treat my inbox like my to-do list. Here’s how:I archive everything that doesn’t need me to do anything I only leave emails in my inbox if there’s something I need to do. Once I’ve done the thing, responded to the person, completed the task I archive the email!Following this system helps me stay organized and makes context switching wayyyy less stressful! Try it out and let me know what you all think!

0
emaynez
7 months ago
rondeaul
rondeaulBrainy
posted in Water Cooler

Not a Meme but appropriate here

Saw this on LinkedIn today and immediately thought of you @emaynez.  

1
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

Intimidating Customers

Hooray!!! Your sales team just closed a massive deal! (Somebody sound the gong) This deal has been months in the making and they just graduated from the buyers journey.Time to start the onboarding experience! Sales sends you an email with the customer’s list of expected outcomes. It’s game time! What do you do to show up prepared and ready to show the client the best onboarding they’ve ever experienced?

0
emaynez
8 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What is your record for most calls in a day?

When I worked at a hyper-growth company I would often have calls scheduled from 8am-5pm. Literally back to back - a couple times I had (18) 30-min kickoff calls! Then I got to work from 5-whenever to write recap emails 🫠Finally I had enough and started scheduling lunch into my day!What is your record for most customer calls in a day?

5
emaynez
8 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

Times have changed!

When I was a brand new onboarding manager I used spreadsheets to track my customers’ onboarding progress. Then I leveled up to Trello, then Asana, but now I use GUIDEcx. I definitely relate to this meme! I love how far we’ve come and now we have purpose-built solutions! Who else remembers what onboarding used to look like?

0
emaynez
8 months ago
emaynez
emaynezCommunity Manager
posted in Water Cooler

What is something weird you do that you wonder if other people do as well?

Do you have a million voices inside your head? Can you talk and see subtitles in your head? If you were having a sleepover, could you not move until other people started moving around? We’re here for each other! Comment below!

1
rondeaul
8 months ago
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