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The Non-Chaotic Way of Onboarding Customers for Success ft. Paul Holder (OnRamp)

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Manage episode 397360094 series 3373995
Content provided by Josh Schachter - UpdateAI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Schachter - UpdateAI 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.

Paul Holder, CEO of OnRamp, joins the hosts ⁠Kristi Faltorusso⁠, ⁠Mickey Powell, Jon Johnson⁠ & ⁠Josh Schachter⁠.

They discuss how OnRamp is designed to streamline the onboarding process for customers.

The conversation covers the shift from viewing customer success as a cost center to recognizing its role in driving growth and revenue.

From Paul's experience at Troops to his transition to co-founder, this episode explores the importance of putting the customer at the center of every business decision.

Timestamps 0:00 - Preview

1:07 - Welcome to The Pantless Podcast

2:43 - Meet our hosts

4:58 - Bid Adieu Mickey!

9:42 - Josh & Kristi argue about the right way to introduce guests

11:30 - Meet Paul Holder

12:22 - The onboarding tool stack can be chaotic

16:41 - OnRamp is not just another onboarding platform

20:14 - Leading the CS Team at Troops

22:53 - Jon takes center stage

23:39 - How can CSMs ensure growth & retention

25:55 - Kristi is ambitious

26:38 - Practicing customer obsession

30:18 - How can CSMs become irreplaceable?

32:28 - Transitioning as a Co-Founder

34:39 - Banter & Closing

👉 Connect with hosts

Jon Johnson: https://www.linkedin.com/in/jonwilliamjohnson/

Kristi Faltorusso: https://www.linkedin.com/in/kristiserrano/

Josh Schachter: https://www.linkedin.com/in/jschachter/

👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams.

👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/
👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 397360094 series 3373995
Content provided by Josh Schachter - UpdateAI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Schachter - UpdateAI 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.

Paul Holder, CEO of OnRamp, joins the hosts ⁠Kristi Faltorusso⁠, ⁠Mickey Powell, Jon Johnson⁠ & ⁠Josh Schachter⁠.

They discuss how OnRamp is designed to streamline the onboarding process for customers.

The conversation covers the shift from viewing customer success as a cost center to recognizing its role in driving growth and revenue.

From Paul's experience at Troops to his transition to co-founder, this episode explores the importance of putting the customer at the center of every business decision.

Timestamps 0:00 - Preview

1:07 - Welcome to The Pantless Podcast

2:43 - Meet our hosts

4:58 - Bid Adieu Mickey!

9:42 - Josh & Kristi argue about the right way to introduce guests

11:30 - Meet Paul Holder

12:22 - The onboarding tool stack can be chaotic

16:41 - OnRamp is not just another onboarding platform

20:14 - Leading the CS Team at Troops

22:53 - Jon takes center stage

23:39 - How can CSMs ensure growth & retention

25:55 - Kristi is ambitious

26:38 - Practicing customer obsession

30:18 - How can CSMs become irreplaceable?

32:28 - Transitioning as a Co-Founder

34:39 - Banter & Closing

👉 Connect with hosts

Jon Johnson: https://www.linkedin.com/in/jonwilliamjohnson/

Kristi Faltorusso: https://www.linkedin.com/in/kristiserrano/

Josh Schachter: https://www.linkedin.com/in/jschachter/

👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams.

👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/
👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

  continue reading

114 episodes

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