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Content provided by Wes Bush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Bush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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How to Infuse Onboarding Coaches into your Strategy to Accelerate Customer Success

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Manage episode 406921309 series 2844195
Content provided by Wes Bush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Bush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin?

In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions. Doing so bridges the gaps in product understanding, knowledge, and skills.

Key Takeaways:

[2:30] What SaaS companies benefit the most from onboarding coaches

[8:20] Why Keap started using coaching

[16:30] The economics of hiring onboarding coaches

[19:45] Must-have skills for these coaches

[26:00] Ways to tailor coaching to your SaaS product

[33:30] Clate’s new book Conquering the Chaos

About Clate Mask:

Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs.

Links:

Clate Mask | LinkedIn

Conquer the Chaos

  continue reading

231 episodes

Artwork
iconShare
 
Manage episode 406921309 series 2844195
Content provided by Wes Bush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Bush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin?

In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions. Doing so bridges the gaps in product understanding, knowledge, and skills.

Key Takeaways:

[2:30] What SaaS companies benefit the most from onboarding coaches

[8:20] Why Keap started using coaching

[16:30] The economics of hiring onboarding coaches

[19:45] Must-have skills for these coaches

[26:00] Ways to tailor coaching to your SaaS product

[33:30] Clate’s new book Conquering the Chaos

About Clate Mask:

Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs.

Links:

Clate Mask | LinkedIn

Conquer the Chaos

  continue reading

231 episodes

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