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Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group

client onboarding 101Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

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11 Sales Onboarding Templates For Maximum Employee Retention

 

 Sales Onboarding Processes

Studies show that effective employee onboarding improves employee retention by 82%. And this applies to sales onboarding, as well! When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.

Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.

In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.

This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.

  1. Sales Onboarding Checklist
  2. Diversity Hiring Process
  3. Ari Meisel’s How to Streamline the Hiring Process Guide
  4. Code of Conduct Policy Adherence Process
  5. Employee Background Check
  6. Employee Developmental Plan Template
  7. Employee Satisfaction Survey
  8. Performance Management
  9. Performance Review Template
  10. Training Plan Template
  11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

Let’s get started, shall we?
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Mentoring New Employees: The Secret To Reduced Churn?

Mentoring new employees can be tricky.

Think back to a time when you stepped into unfamiliar territory. Can you remember how intimidating it was? That’s the dilemma each new employee faces. 

They need to acclimatize to a new culture, a new team, a new role, and new responsibilities. It’s daunting having to walk into an environment where everyone except you knows what they’re doing. 

Mentors are responsible for offering a support base for the new hire to get settled in their role quicker. These mentors use their past experiences to offer sound guidance, helping build the new employee’s confidence and skills from the get-go. 

Mentoring new employees happens during onboarding, but how can you make the most of it? In this Process Street post, I’m taking you through the mentoring program and how it can be your secret weapon to reduce new hire churn

Follow me to the mentoring machine! 

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16 Onboarding Best Practices to Improve Employee Retention by 82%

onboarding best practices

Glassdoor reports effective employee onboarding increases retention by 82%.

“Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%”

Now consider the cost of hiring a new employee is between ~6-9 months salary (the average salary for a customer success manager in the U.S. is ~$85,000 annually). When you do the math, it becomes clear how costs start to rack up.

If you’re a SaaS company dedicated to growth and gaining a competitive edge, this is an unnecessary cost that every team, including your customer success team, should avoid.

One of the best ways to improve retention is by focusing on your employee onboarding. That’s what we’re going to look at in this Process Street article.

We’ll explain how we, along with Salesforce, Netflix, and Intercom, onboard our customer success managers.

And if you’re going to invest in onboarding, making sure your customer success managers are onboarded effectively is a good way to effectively hit two birds with one stone. Your CSMs are in charge of customer onboarding, so by providing a solid employee onboarding foundation to orient them, you’re also laying the foundation for a solid system of client onboarding.

By the end of this article, you’ll have learned the 16 employee onboarding best practices used by these top 4 international tech companies. Although these onboarding best practices are specific to a customer success manager role, they’re applicable across most business departments.

Let’s get stuck in!
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6 Checklists to Perfect Your New Employee Onboarding Process

6 Checklists to Perfect your New Employee Onboarding ProcessIn this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists.

Use them on their own or import into Process Street, so you can track and automate the work in Slack or Microsoft Teams.

Why checklists?

Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant.

Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

Reported by Dr. John Sullivan, recruiting advisor and professor of human relations, the statistics show that:

  • 50 percent of new hires are fired or quit during their first six months
  • 40 percent of new CEOs fail in their first 18 months
  • Up to 60 percent of new management employees fail during their first 18 months

For too many companies, the recruiting process has become expensive causing lost revenue and damaging to company morale.

Luckily, a new employee onboarding process flow can prevent such mistakes from occurring.

If you’re looking to put your best foot forward in making new hires feel welcome, a new employee onboarding checklist can do the trick.
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12 Useful HR Management Tips to Run an Effective Business

hr management tips - header

Effective HR management tips prevents company-wide anarchy.

From solving internal disputes, to presenting a united front to customers, to just plain abiding by the law, HR is a vital discipline which is all too often generalized and pushed out of mind.

That’s why today I’ll be going through 12 HR management tips to help you keep your employees engaged and your company running smoothly. From the utter basics such as being open to hearing feedback on techniques like using social media to grow your network, keep reading to learn everything you need to know to avoid being another Michael Scott.

hr management tips - best boss gif

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6 Templates for Each Stage of the Employee Life Cycle for Long-Term Retention

A company is only as good as the employees it hires. We all know this, but let’s take it a step further.

The employee life cycle is the bloodline for any organization. You need to take proper care of your employees to reap success. To do this, you need to understand each stage of the employee life cycle and where your employee stands in it. 

When implemented correctly, effective employee life cycle management boosts long-term retention. Your employees are happy, so they remain longer and continue adding value to your business. 

That doesn’t mean this management is easy, though. That’s why, in this Process Street article, I’m taking you through each stage with a free template. 

Let’s dive right into it!

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10 Ways You Can Make Employee Onboarding Improvements

Businesses have been fighting to win the war for top talent since the Great Resignation. To do this, they’re revamping their recruiting strategies to grab the migrating workforce’s attention. 

All this repolishing to recruiting processes means nothing if companies can’t keep this top talent in their workforce. McKinsey found that the biggest problem a CEO faces is holding on to company talent after these employees have been hired. 

This isn’t the case. Poor onboarding can lead to your new hire walking out of your company as quickly as they entered – sometimes even faster. 17% of new hires leave before their first 90 days. 

Effective onboarding is needed to integrate new employees into the existing company culture, ultimately helping to retain them. 

Onboarding isn’t a new company practice. However, believing employee loyalty is guaranteed once they’ve signed their contract is only fake news. 

We’re talking all things onboarding improvements in this Process Street article to ensure you’re keeping the top talent you’re working so hard to attract to your company.  

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10 Remote Onboarding Best Practices to Skyrocket Productivity and Retention

20% of your total staff turnover happens during the first 6 weeks of employment. If you’re not onboarding well, you’re increasing costs. 

Onboarding is an intense process with a new hire needing to complete around 54 tasks. Remote onboarding comes with a unique set of challenges when compared with its in-office counterpart. 

New remote hires need the right tools, resources, and technology to integrate into a company’s culture. They also need to build a rapport with their managers and colleagues. If your HR management can’t help them achieve this, you risk losing top talent and racking up expenses to do so – upwards of $30,000 to $45,000 for each replacement. 

Creating a refined onboarding process can prevent this from happening and rather boost employee productivity and retention. In this Process Street post, we’re giving you 10 remote onboarding best practices to help you get started. 

Get ready to onboard! 🔔

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