Tips on Creating a Repeatable Onboarding Process w/ Lisa Fox
Play • 14 min

When you have as many different types of customers as Monday.com has, there needs to be some consistency in the onboarding process.

 

Monday.com Onboarding Team Manager, Lisa Fox, joins Eric in this episode to share how her team has created a repeatable onboarding process for customers. Plus, the two talk about… 

 

- Obstacles in the onboarding process and how to overcome them

 

- 3 phases for a successful onboarding

 

- Why every CS leader should have authenticity and empathy 

 

For more info, check out customersuccessleader.com or send a message to hello@flatfile.io.

 

To hear more interviews like this one, subscribe to Customer Success Leader on Apple Podcasts, Spotify, or wherever you listen to podcasts.

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