Lukas Buteliauskas’ Post

It’s December. 🎄 You’re not working. We’re not working. Let’s not work together. Here’s an easy block on your calendar this week. 👉 Sign up for our popular User Onboarding 101 workshop on Wed at 12pm ET. We know it’s the end of the year. We won’t expect active participation. Heck, we’ll even make pants optional (as long as we only see your face). You have an excuse not to work for an hour. And we hit our registrants goal. Win, win. We’ll share a bunch of great tips for improving your onboarding experience (if you’re into annual planning and that kind of thing). Plus Ramli John has promised to do a few live teardowns of onboarding experiences. (Usually folks pay him for these.) Sold? Sign up below 👇

🚀 Exciting Update on Our Onboarding Journey: The Power of Connection! 🌐 Day 3: Building Bridges with Key Players 🤝 As we continue to navigate the onboarding playbook, today marks a pivotal moment in our journey - the Sales to CSM handoff is complete, and permissioning is set. But remember, onboarding is a marathon, not a sprint; it's just getting started. 🔑 Today's Focus: Connecting with the 'In-Charge' 🔑 The cornerstone of today's strategy is simple yet impactful: initiating a conversation with the subscription administrator. This individual isn't just another contact; they're the lifeline of our process. Why? Because they: - Add and manage users. - Ensure effective training. - Serve as our advocate, facilitating internal use of product. 🌟 Making the Connection: More Than Just a Meeting 🌟 Our goal in today's meeting isn't just a checkbox task. It's about forging a genuine connection with the admin. By understanding their needs and concerns, we establish trust and lay the groundwork for seamless collaboration. 📈 Tailoring the Training: Flexibility Meets Efficiency 📈 Training is not one-size-fits-all. Our approach: - Small team (5 users)? One comprehensive session. - Larger group? Multiple, focused trainings. The next 30 days are crucial. We aim to maximize user engagement, integrating our product into their daily workflow for transformative results. 🌟 Let's embark on this journey together! Join us as we explore the nuances of effective onboarding and share your insights. #OnboardingSuccess #Day3Journey #UserEngagement

🎬 Why you probably should have onboarding videos 🎬 This month the team and I decided to update our onboarding process. Conversion Rate Optimization encompasses a wide array of tasks, spanning from in-depth research to the final analysis of results. It's important to us that our clients understand the full scope of our work. We've noticed that the better they understand our processes, the more satisfied they are with our services (and it also makes it easier to achieve results - so that’s probably why!) Working on the new onboarding videos made me think: there are plenty of products that could also benefit from some form of onboarding. See the video below why that is 👇 

How did we get here? Everyone is obsessed with activation and reducing time-to-value. We know a poor onboarding experience massively impacts churn. Yet, the message we're sending to CSMs is: nahhh, don't worry about it. Anyone can do it. Here's the thing: if you see onboarding as just following a set of steps, without any consultation or customization for each customer's needs... you don't need an onboarding team at all. A series of how-to videos and help docs will do the trick. But... if you really are focused on helping your customers succeed, invest in your people. Give your onboarding team the resources, compensation, and career plan they deserve.

Tips: Our clients journey is not completed after onboarding them. Remember to always check in, provide clear and simple communication and be available for monthly or biweekly meetings to discuss their projects or progress.

❓Do you have a lengthy onboarding experience? (30+ days) ❓Do you have trouble getting your customers to show up to the regularly scheduled meetings? ❓Are they giving up halfway through onboarding? If you answered yes to one or more of these questions, then check out what our world-class guides are saying about how they keep customers motivated during onboarding --> https://bit.ly/4dAlY6T

Your success with a team starts with your team's onboarding tools. You have all the "Rights" to ask for good onboarding tools and docs to start your work when you join a team.   If there are no onboarding documents and tools, then create one. (from speaking with previous colleagues and scheduling KT sessions with them). start small, then keep adding.   People who join next to you should not feel the same way as you did.   This creates a good first impression of you in your team and showcases your growth mindset instead of complaining about it. image source: my setup 😁

✨ New in Arrows ✨ Easily organize which onboarding templates are in use, need updates, or are designed for specific purposes 👇

Something I think we often gloss over as onboarding professionals: the human element. Sure there are change management frameworks, training tools, and ways to improve and overall onboarding experience for your customer. Those are all very important and needed. But what actually motivates your customer and how do they feel? Are you, as an onboarder, putting yourself in your customer's shoes and thinking about how she perceives the world, and what's important to her? If not, start small: - Maybe you're meeting a new stakeholder and you don't know how to pronounce their name. Google it. Watch a couple videos and try your best. Then ask them if you got it right. - Make sure you're using the right pronouns. - Check in with your customer in a meaningful way. Don't just ask about the weather. Ask about their workload, priorities. - Listen to the subtext. Pay attention to the interactions between your stakeholders. What am I missing? What are some things you do, or you have noticed great onboarding managers do for you? #customeronboarding #changemanagement

One of the number one things people come to me for help with is onboarding. Their processes are a bit clunky, cumbersome and consume too much time. Streamlining onboarding and making it more 'flowy' is going to both save you time, and give new clients a much nicer experience with you. If you'd like to sort yours out, let's talk! Or book in your own 90 minute 1:1 session here and we can get it sorted: https://lnkd.in/ekQtmPPM