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Onboarding Expectation vs. Reality


  

HOT TAKE! Ditch the pitch decks and show the reality of your onboarding experience. 


The nice thing about pitch decks is they make the onboarding journey look easy and super consumable, the downside is that they set the wrong expectations.

Start off on the right foot by setting the right expectations out of the gate.

 

It’s like if my friends invited me to go on a hike and said the views were stunning, but didn’t tell me that the hike was incredibly hard. If I blindly trusted them and went then by the time the going gets tough then I’d start giving up (this is usually when customers would start ghosting you because the level of effort is way more than anticipated.) So long story short - communicate clearly with your customers upfront and before the going gets tough (i.e. The next milestone is a doozy so I’ll need everyone’s full commitment especially your IT managers! If we don’t keep up our pace we’ll fall behind schedule!)

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