Melissa Scatena
Melissa Scatena (5)
The Art and Science of Designing a Client Onboarding Portal
A client onboarding portal is the gateway for welcoming new customers to your business. An intuitive, user-friendly portal makes a stellar first impression, setting the foundation for a great ongoing...
Featured Posts
The Art and Science of Designing a Client Onboarding Portal
A client onboarding portal is the gateway for welcoming new customers to your business. An intuitive, user-friendly portal makes a stellar first impression, setting the foundation for a great ongoing...
The Power of First Impressions: The Guide to Onboarding Clients for Professional Services
Making a strong first impression with new clients is critical in professional services. As you onboard new clients, the initial experience often sets the tone for the entire relationship. An...
Why New Customers Should Take a Pre-Kickoff Survey
But just diving into the implementation headfirst can hurt a lot more than it helps.
From Welcome to Wow: A Guide to Customer Onboarding Software
More than 50% of customers will switch to another brand after a single negative customer service interaction. It's important to nail a new customer’s onboarding experience to lay a strong foundation...
Setup for a Successful 2024: A New Year Onboarding Guide for Customer Success Leaders
If you’re a customer success leader, the new year is a perfect time to map out what you hope to accomplish over the next 12 months. Whether that’s eliminating efficiencies in your onboarding process...
How To Get Your Customer Onboarding Team Away From Spreadsheets
No offense to Google Sheets, but when it comes to delivering a customer onboarding experience, it’s not where spreadsheets excel. Spreadsheets were built for complex calculations, not complex...
Unlocking Efficiency: The Hidden Costs of Inefficient B2B Customer Onboarding
B2B software is only getting more powerful and, therefore, complicated. That’s why the average onboarding time for a new corporate client is now up to 100 days.
Maximizing Onboarding with 8 Customer Onboarding Statistics
You've worked hard to acquire new customers for your business. But the real challenge begins after they sign on the dotted line. How do you ensure they have a smooth, efficient onboarding experience...
8 Best Client Portal Softwares for 2024
Are you looking for the best client portal software to streamline your customer onboarding, provide exceptional support, and foster strong client relationships? If you are looking for a way to stand...
5 Ways to Get Leadership On Board + Invested in Onboarding
You’ve heard it over and over again - customer onboarding is the number one indicator of churn.