Ma. Janice Duetes’ Post

𝗧𝗵𝗶𝗻𝗸 𝘆𝗼𝘂𝗿 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗶𝘀 𝘁𝗼𝗽-𝗻𝗼𝘁𝗰𝗵? 𝗦𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝘀 𝘀𝗮𝘆 𝗼𝘁𝗵𝗲𝗿𝘄𝗶𝘀𝗲. A staggering 60-80% of B2B clients report dissatisfaction during onboarding (Gallup). It's time for a radical rethink. How is your organization redefining the onboarding experience to address these gaps? Are we missing the mark in B2B onboarding? With 89% of businesses expected to compete mainly on customer experience (Gartner), the onboarding stage is your battleground for differentiation. Dive into our latest article (𝗹𝗶𝗻𝗸 𝗶𝗻 𝗰𝗼𝗺𝗺𝗲𝗻𝘁) where we break down how innovative onboarding strategies can set you apart in the competitive B2B landscape.   Let's disrupt the norm and lead with exceptional client experiences! Join the conversation and share your insights. . . . . 💡 #OnboardingInnovation #CustomerExperience #B2BHumanTouch #ClientCentricity 💡

🔥 𝗧𝗵𝗶𝗻𝗸 𝘆𝗼𝘂𝗿 𝗕𝟮𝗕 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗶𝘀 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲? 𝗬𝗼𝘂 𝗠𝗶𝗴𝗵𝘁 𝗯𝗲 𝗦𝘂𝗿𝗽𝗿𝗶𝘀𝗲𝗱! – Most are shockingly OFF the mark! 🔥 A fresh approach can revolutionize your client relationships. 𝘐𝘴 𝘠𝘰𝘶𝘳 𝘉2𝘉 𝘖𝘯𝘣𝘰𝘢𝘳𝘥𝘪𝘯𝘨 𝘑𝘶𝘴𝘵 𝘢 𝘍𝘰𝘳𝘮𝘢𝘭𝘪𝘵𝘺? 𝘐𝘵'𝘴 𝘛𝘪𝘮𝘦 𝘧𝘰𝘳 𝘢 𝘙𝘢𝘥𝘪𝘤𝘢𝘭 𝘚𝘩𝘪𝘧𝘵! As a leader in the business world, you've likely faced the challenge of transforming new B2B clients into long-term partners. The onboarding phase is more than a mere introduction; it's the foundation of your future relationship. Let's dive into making it exceptional. Our new blog article explains why traditional onboarding methods fail (𝘭𝘪𝘯𝘬 𝘪𝘯 𝘤𝘰𝘮𝘮𝘦𝘯𝘵).   🎯 𝗙𝗼𝗰𝘂𝘀𝗶𝗻𝗴 𝗼𝗻 𝘁𝗵𝗲 𝗖𝗹𝗶𝗲𝗻𝘁   • Understand Their World: Start by deeply understanding your clients' unique needs and challenges. • Customized Solutions: Tailor your onboarding process to align with their specific goals and expectations. • Open Communication: Establish a two-way dialogue, ensuring clarity and responsiveness.   🌐 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵   • Collaborative Teams: Unite sales, marketing, and customer service teams for a seamless experience. • Emotional Intelligence: Go beyond logistics; tap into understanding and responding to your client's emotional needs.   💡 𝘒𝘰𝘰𝘯𝘥𝘦𝘯'𝘴 𝘛𝘳𝘢𝘯𝘴𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘷𝘦 𝘊𝘢𝘴𝘦 𝘚𝘵𝘶𝘥𝘺   ➡️  Before: A tech firm faced a 30% client drop-off during onboarding. ➡️  After Implementing Our Strategy: • Efficiency Leap: Onboarding time slashed by 40%. • Satisfaction Surge: Client satisfaction soared by 75%. • Retention Rise: 60% increase in client retention in 6 months.   🏅 𝗬𝗼𝘂𝗿 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆   Create an onboarding experience that's not just procedural but personal and impactful. Each client's success story begins with how you welcome them into your business world. . . . . #B2BBusiness #ClientEngagement #OnboardingSuccess #BusinessGrowth #EmotionalIntelligence

Landing a new client is just the beginning. The real challenge lies in onboarding them effectively. Here’s how to make sure your onboarding process impresses and retains clients. 1. Streamline Your Process - Keep It Simple: Make the process intuitive and straightforward. - Clear Communication: Send a welcome email outlining the steps and timeline. 2. Personalize the Experience - Tailored Welcome: Use the client’s name and mention specifics about their business. - Dedicated Onboarding Team: Assign a person or team to guide them personally. 3. Engage with Interactive Materials - Videos and Webinars: Use engaging content to walk clients through the process. - Resource Library: Provide accessible resources like FAQs and best practices. 4. Automate Wisely - Automation for Repetition: Use automation for repetitive tasks like scheduling. - Onboarding Software: Use software to track progress and manage communication. 5. Gather Feedback and Follow Up - Regular Check-Ins: Schedule check-ins to address any concerns. - Feedback Loop: Ask for feedback after onboarding to improve the process. 6. Celebrate Milestones - Acknowledge Success: Celebrate key milestones to foster a positive relationship. - Tokens of Appreciation: Send a welcome package or small gift. #marketing #onboarding #dagoo #clientonboarding

Onboarding is broken. But it doesn't have to be. How to transform onboarding in 5 steps using LinkedIn: 1️⃣ Engage early: Connect with new hires pre-start. Send welcome messages and resources via LinkedIn. Example: Share company culture videos or team introductions through LinkedIn InMail. Personalize: Tailor onboarding to individual roles. 2️⃣ Use LinkedIn profiles to customize onboarding plans. Example: Identify skills and experiences to create specific training sessions. Leverage LinkedIn Learning: Offer curated learning paths. 3️⃣ Provide access to relevant LinkedIn training courses. Example: A new sales manager has a 1-2-1 LinkedIn training on LI outreach Mentorship: Pair new hires with experienced employees. 4. Connect new hires with mentors through LinkedIn. Example: Schedule regular LinkedIn video calls for guidance and support. Feedback loops: Regularly ask for and act on feedback. 5. Use LinkedIn polls and surveys to gather feedback. Example: Conduct a 30-day check-in survey on LinkedIn to gather insights on their onboarding experience. These strategies foster better integration, quicker productivity, and long-term satisfaction. Onboarding done right. #careers #onboarding #humanresources

🎯Have you ever requested your client to complete a questionnaire immediately after #onboarding? If you haven't, here are some compelling reasons to consider doing so: 🤝 Establishing a Strong Foundation: A thoughtfully designed questionnaire can create a positive first impression and set the stage for a professional relationship. Gaining Insight into Client Expectations: It provides an opportunity to explore your client's true desires and expectations in depth. Tailoring Your Services: With the insights gathered, you can customize your offerings to align with their specific requirements. Efficiency in the Future: By clarifying expectations from the outset, you can avoid potential misunderstandings down the line. Fostering Trust: This approach demonstrates your dedication to understanding and fulfilling your #clientobjectives. Encouraging Collaboration: A questionnaire facilitates open communication and engages the client from the very beginning. Keep in mind that the onboarding process is crucial for establishing a strong #clientrelationship. Make it impactful 👍 #business #growth #success #mindset #digitalmarketing

⁠How to properly onboard your client with your team? Onboarding clients effectively involves a combination of communication, planning, and relationship-building. Here's a step-by-step guide with best practices to ensure a smooth integration of clients with your team that we at Surge have been following for some time now: 🌱 Preparation is Key Start by defining clear objectives and assigning roles within your team to ensure everyone is aligned and ready to deliver. This ensures that everyone understands their responsibilities and can contribute effectively to the onboarding process. 🚀 Kickoff with Confidence Schedule a kickoff meeting where you can introduce key stakeholders, align expectations, and set communication protocols from the get-go. This initial meeting sets the tone for the entire onboarding process, establishing a strong foundation for collaboration and mutual understanding. 📚 Share Knowledge Liberally Empower your clients by providing them with relevant documentation and conducting training sessions to familiarize them with your processes and tools. By ensuring that your clients have access to resources and support, you set them up for success and demonstrate your commitment to their satisfaction. 🤝 Plan Together Collaborate with your clients on project planning, defining success metrics, and establishing a shared understanding of project goals and timelines. Involving clients in the planning process not only ensures that their expectations are aligned with what your team can deliver but also fosters a sense of ownership and investment in the project's success. 💭 Embrace Feedback Encourage open communication and feedback throughout the process, using client input to iterate and improve your approach. By actively seeking feedback, you demonstrate a commitment to continuous improvement and show your clients that their opinions are valued. 🏗️ Build Strong Relationships Foster a positive relationship with your clients through transparent communication, responsiveness, and genuine appreciation for their partnership. Investing time and effort in building strong relationships lays the groundwork for long-term success and can lead to additional opportunities for collaboration and growth. 👍 Offer Ongoing Support Don't let the onboarding process end once the initial phase is complete. Continue to provide support and conduct post-onboarding analysis to ensure long-term success. Offering ongoing support demonstrates your commitment to the client's success and helps maintain momentum as they integrate into your ecosystem. By following these steps, you can elevate your client onboarding experience, setting the foundation for a successful and collaborative partnership. Not to mention the fact that Surge can help you along the way when it comes to bringing new clients to your business. Our team of experts is here and ready to help you scale! #ClientOnboarding #CustomerSuccess #RelationshipBuilding 🚀🔑

Recently, I onboarded a client in the health industry! And this time I was all about realistic expectation setting and client experience. Because in the past, I have overpromised, and trust me, it gave me a lot more trouble! In setting realistic expectations and making strategies, I had to get on 2-3 calls with the client. In the past, I have faced problems because I didn’t have a proper system in place! And now I have set up a system that rewards myself and my clients well! So, what's in a solid onboarding process? Here's a quick rundown: 1. Welcome Pack: A friendly hello and what they can expect working with you. 2. Questionnaire: Get the nitty-gritty of what they need, want, and expect. 3. Roadmap: Outline the project's steps so they know what's coming. 4. Communication Plan: How and when you'll touch base. 5. Feedback Loop: Regular check-ins to ensure everyone's happy. By having this system in place, I have managed to: 1. I am not playing a detective game. An onboarding process sets clear expectations from the get-go, leading to fewer misunderstandings and a smoother ride. 2. I am not starting from scratch each time. This saves my time (and sanity), so I can focus on delivering value, not just admin. 3. A smooth onboarding experience shows you're professional and prepared. It builds trust, and trust leads to long-term relationships (and referrals!). Think about it: When was the last time you reviewed your onboarding process? 😕 #linkedin #socialmediamanager

Sales onboarding: It's the foundation that allows new reps to hit the ground running. But designing an effective onboarding program can be complex, with countless strategies and approaches vying for attention. In my experience, you won't be successful by bombarding new hires with every piece of information from day one – because let's face it, most of that won't stick – but rather empowering them to succeed while continuously sharpening their skills. I have taken different approaches in every role I've been in but here are three points I've stood by in order to create successful sales onboarding programs: 1️⃣ Focus on the Buyer: It all starts with a deep understanding of the people who matter most – the buyers. Sales and Account Management teams must immerse themselves in the world of their customers, grasping their pain points, motivations, and what truly matters to them. By putting the buyer first, we equip our reps to engage meaningfully and deliver value. 2️⃣ Different Learning Styles: We're all wired differently when it comes to learning. That's why delivering onboarding content through a variety of methods – whether it's interactive workshops, practice sessions, or learning modules – giving every new hire the chance to absorb information in a way that suits their preferences. By catering to diverse learning styles, we ensure that everyone has the opportunity to excel. 3️⃣ Reinforcement: Learning doesn't stop after the initial exposure to information. Repetition and practice are vital to success. That's why I emphasize the importance of reinforcement in onboarding programs. Whether it's through regular knowledge checks, role-plays, or hands-on activities. By incorporating these into sales onboarding programs, it not only accelerates the ramp-up time for new reps but also gives them the confidence and capability to excel in their roles right from the start. #salesenablement #learninganddevelopment #salestraining #onboarding

She came to me after hiring 2 people to automate her Client Onboarding, only to realize she was the “problem”. As someone that used to provide these services, here’s what I learned and how to fix it. Awhile back, I had someone come to me needing help with her client onboarding processes. After she told me she already hired a couple people and was beyond frustrated because she didn’t know what to do next. Can you guess the problem here? It has nothing to do with the service provider she hired by the way. The problem was there were no clear processes defined prior to hiring these professionals, so when it came time to manage things herself, she was stuck. When you hire, it enhances the processes you have set. Your processes aren’t software, tools, etc. It’s the steps you want to take to achieve the end goal. I don’t blame people for thinking the software will solve all because that’s how it’s marketed. Unless you understand operations beyond an entry level, It’s easy to get sucked in. Long story short, we ended up creating step-by-step actions she would need to take from Lead generation to what happens next after onboarding. By the end of it, she realized the software worked perfectly for her situation, but she just needed an additional explanation to better match the processes we came up with… which could be handled by the service provider she already hired. No matter what you do in business, there must be a process involved… ESPECIALLY when you bring someone else to assist you in business.

Speed up the sales person's onboarding! Do two important things to ensure they ramp up quicker than normal. There is usually a lot of pressure on sales professionals to perform right out of the gate. However, C-level often doesn't recognize that transferring knowledge takes time. However, you can advance their success with definitive thought placed in these two areas: 1) Define your Ideal Customer Profile - Be clear about who you target and why, who are your best clients and why they are successful with your solution. Do the work prior to them joining by researching and interviewing your best customers. Then develop a personality page with the main similarities from your customer base. Armed with this information, your new hire can streamline their search patterns to find similar companies to target (and have great talking points to use). 2) Document your Sales Processes - In most cases, there is a procedure you follow to communicate with prospects, develop a sales proposal and execute the onboarding. You show the new hire once, maybe twice and expect them to remember the full process. Again, slowing down their ramp progress. Take ownership of your company's sales protocols and define them for your new hires. Give them the best chance of success by reviewing your steps as they need, as often as needed. If you don't have these two steps outlined, let's connect and discuss how Sales Mentor Collective can help build these core new employee onboarding directives! #salescoaching #Ottawabusiness #SalesStrategy #SalesMentorCollective