TheCRM Corporation’s Post

"Here, we’ll dive into strategies for a successful onboarding process and approaches to self-introduction beyond the standard exchange of names and job titles. From making an impact during in-person interactions to navigating virtual introductions, we'll explore how to authentically connect with your new team. "

Today I was sitting in the office with my COO Dom & one of my awesome Email List Managers, Ian. We were working, it was quiet. And then Ian asked a question that spurred an entire in-depth conversation about this week's strategy for one of our clients. This is one of the best parts about working with us. We meet in person multiple times per week and talk about how to help our CLIENTS. Not just about how we're going to get more clients. There's a reason our client retention & team happiness are so high. To be transparent, not every team member is in-person. But we do have opportunities & times in the year where we fly remote members in to create conversations like this. We've also vetted every hire through my Email List Management Certification Program & select the best of the best based off of how they show up & participate in the program, not just their test score. In a world of so many marketing bros, it's a lot more fun, impactful, and profitable to work with a company that's essentially an extension of your team. And dang, it has been SO fun to build the culture we have here. Anyway, just wanted to give you a little insight into what goes on at Email Paramedic HQ. And show you that we care. If you've got any questions about email, send me a DM & I'll help you out. I don't pitch you unless you ask for it (;

Today I was sitting in the office with my COO Dom & one of my awesome Email List Managers, Ian. We were working, it was quiet. And then Ian asked a question that spurred an entire in-depth conversation about this week's strategy for one of our clients. This is one of the best parts about working with us. We meet in person multiple times per week and talk about how to help our CLIENTS. Not just about how we're going to get more clients. There's a reason our client retention & team happiness are so high. To be transparent, not every team member is in-person. But we do have opportunities & times in the year where we fly remote members in to create conversations like this. We've also vetted every hire through my Email List Management Certification Program & select the best of the best based off of how they show up & participate in the program, not just their test score. In a world of so many marketing bros, it's a lot more fun, impactful, and profitable to work with a company that's essentially an extension of your team. And dang, it has been SO fun to build the culture we have here. Anyway, just wanted to give you a little insight into what goes on at Email Paramedic HQ. And show you that we care. If you've got any questions about email, send me a DM & I'll help you out. I don't pitch you unless you ask for it (;

If your support team is < 10 agents and doesn't have a full-time support operations role, here's what I would do: 1️⃣ Select a key metric that reflects the success of your support operations, such as the customer effort score. This metric will serve as your "North Star," guiding your efforts and helping you measure impact. 2️⃣ Compile a list of all the processes and changes you believe can positively influence your North Star metric. Involve all team members. 3️⃣ Rank each item based on a potential return versus time taken ratio. 4️⃣ Focus on the top picks. You'll want to use your limited resources on initiatives that are most likely to drive significant improvements. 5️⃣ For each chosen project, assign a single owner from your support team. Avoid dividing ownership among multiple people. Make sure to repeat this process each quarter!

Today I was sitting in the office with my COO Dom & one of my awesome Email List Managers, Ian. We were working, it was quiet. And then Ian asked a question that spurred an entire in-depth conversation about this week's strategy for one of our clients. This is one of the best parts about working with us. We meet in person multiple times per week and talk about how to help our CLIENTS. Not just about how we're going to get more clients. There's a reason our client retention & team happiness are so high. To be transparent, not every team member is in-person. But we do have opportunities & times in the year where we fly remote members in to create conversations like this. We've also vetted every hire through my Email List Management Certification Program & select the best of the best based off of how they show up & participate in the program, not just their test score. In a world of so many marketing bros, it's a lot more fun, impactful, and profitable to work with a company that's essentially an extension of your team. And dang, it has been SO fun to build the culture we have here. Anyway, just wanted to give you a little insight into what goes on at Email Paramedic HQ. And show you that we care. If you've got any questions about email, send me a DM & I'll help you out. I don't pitch you unless you ask for it (;

I love getting automatic replies! Have you been getting theses responses to your newsletters/emails during the summer? Folks are on vacation and taking time off. Yay! I do hope you set your auto responder when away so you can set an intentional expectation on when you will be focused on your inbox again. Does this make you cringe because you don’t have someone you trust to triage immediate needs?? You don’t feel like you can step away from your inbox? Here’s why I love getting these auto responses: The trusted ladies 👇 mentioned below are Remote COO team members. They are a part of their clients’ team, resourceful, and know what the priorities are. They are a trusted partner. It’s time to step away. How does your auto responder read? —————————————————————— My Remote COO team and I serve businesses and leaders that are near or at capacity with their current success and are eager to have a proactive implementor and thought partner to work IN the business so they can focus ON the business. See my profile to book an info meeting about our services or visit www.remotecoo.com

here's how my client runs two hardware companies without going crazy. before hiring a growth assistant, business 1 was chugging along fine. but there were cracks. backlog of inventory sporadic customer tracking. vendor contracts all over the place. no way to scale before things started breaking. insert our growth assistant, shay. prev specialist at aramco. experience working with global teams. here's how she was onboarded in under a month. week 1 = tracking open customer tickets week 2 = tackling + streamlining inventory week 3/4 = managing vendors + billing one A+ problem solved per week. one less headache for owner. fast forward to today. huge launch for business number two. key processes automated. hours saved everyday. shay was the gel that helped owner scale + manage 2 businesses. this is what people mean when they talk about using remote talent.

How to make my workday before I even enter the office 😍👇 Daniël's message is a shining example of what many people, especially sellers, miss in their work culture: honest, simple and uplifting recognition that lives outside of performance reviews and feedback loops. This is just one seller telling another that they are doing well. No ulterior motives, no nonsense - just an unwavering focus on growth through collaboration. Want to be part of a team that pools their knowledge to help you grow in your Sales career? Then come and join me as German-speaking Account Executive or Customer Onboarding Manager: https://lnkd.in/eD2_S2it #treamtrengo #saassales #softwaresales #hybridwork

At Zendesk, we are a team of experience champions. We TAM differently. I wanted to expand on the core principles of all technical account management, as well as giving away some of what I find to be the most important in each area. If you have been following along. I hope you have anticipated this. Technical Account Managers (TAMs) play a critical role in ensuring a successful partnership by executing the following core principles. You have to be #customerobsessed in all you do on this team and I wanted to expand on what that looks like to me as a leader to coach and guide my team toward success. Effective communication becomes paramount, and strategies such as conducting interviews, facilitating workshops, and establishing continuous feedback loops with clients are key. Navigating organizational dynamics is also crucial, and adapting your communication styles to align with the organizational culture of the appointed account can go a long way. **Proactively addressing any existing technology concerns and emphasizing the positive impact of new technology initiatives is equally important.** When it comes to technical landscape assessment, a comprehensive audit of the current technical infrastructure is essential. Evaluating existing systems and their compatibility with recent technological advancements, as well as identifying strengths, weaknesses, opportunities, and threats, can guide a tailored deployment strategy. Assessing scalability and efficiency, prioritizing security assessments, and implementing stringent data protection measures are also important considerations. Establishing Key Performance Indicators (KPIs) is another crucial aspect of a TAM's role. For us, this means partnering with clients to identify revenue and cost saving opportunities or goals to drive lifetime value, tenure, or loyalty. Collaboratively defining SMART goals with stakeholders within the appointed account, aligning KPIs with both technical and business objectives, implementing real-time monitoring mechanisms to track KPIs, and fostering a culture of continuous improvement are all key. In conclusion, the implementation of effective communication strategies, a thorough technical landscape assessment, and the strategic establishment of KPIs are all essential. This approach fosters trust in the relationship and sets the stage for a successful partnership with your clients! P.S. I’m always interested in feedback from anyone out there looking to break into the TAM career or make a transition from operations, customer success, or professional services roles to becoming a TAM. Hit me up! 🤙

I would really like to know something …. What’s the most emails you’ve ever had in your inbox at one time? Today I had my first onboarding conversation with a great new client, a chief tech officer, to find out more about his business, how he likes to work, what his pain points are and to discuss how best I can tailor my services to support him. Before he told me what his biggest pain points were, he did say I might need to lie down in a dark room after 🙈 He then told me his biggest pain point was getting control over his emails - all 96,000 of them!!! 😩Yep, 96,000!!!! In my role as a virtual assistant it sees me working with a variety of clients, all from different industries, and all needing different support. That’s why it’s important for me to ensure I have a quality first conversation before starting to work together to understand where the pain points are. It’s then that I can work on a solution, drawing on my experience in organisation and business support to ensure my clients and their business feel the full benefit of having a virtual assistant onboard. Following today’s conversation my client and I now have a plan, that starts with an email detox, some unsubscribing of junk, the automation of some generic messages and the creation of a triage system for new incoming emails - all of which will help make it all more manageable and help him be more productive with his time. How do you manage your emails or do you get someone to manage them for you, so you can focus on other priorities in your business? #emailoverload #productivity #virtualassistant #adminsupport ___________________________ Hi 👋 I’m Wendy. A Virtual Assistant who loves the admin jobs you hate! If you are looking for some support with your admin overwhelm I’d love to chat with you about how I can help. Www.hjvs.co.uk