All posts in Onboarding

How Uber’s Onboarding Process Beat Taxis on Customer Satisfaction

uber onboardingUber currently has drivers operating in 633 cities worldwide. From nowhere they have stormed the market and disrupted taxi services globally.

Uber is one of the biggest successes of the sharing economy.

But what is it about Uber that allows for it to dominate the market?

There is of course the convenience of ordering through the app and all the benefits of the product but, as reported in The Richest, one big plus point is the drivers themselves. Consumers prefer them to taxi drivers.

Partly this is down to having an internal rating system to incentivize drivers to provide high quality services. However, to keep standards high Uber qualifies and onboards drivers to prepare them for their task of protecting the Uber brand.

In this Process Street article we’ll look at how Uber does this. We’ll investigate:

  • The importance of effective onboarding
  • How Uber enters a new market
  • The Uber driver application process
  • How Uber onboards new drivers

Continue Reading

How to Improve Your Employee Training Process to Reduce Turnover by 40%

employee training

No organization wants to keep an incompetent, untrained employee on its payroll.

That’s an obvious fact. However, the benefits of training are much greater than simply avoiding incompetence; trained employees are more productive, loyal, engaged, and profitable.

Those are nice sounding words, but what about the facts and figures?

Take a look:

Continue Reading

Scaling Your Business? Be Sure You Determine Customer Value

The following is a guest post from Sam Suthar, the CMO of Acquire.


Scaling your business is almost impossible until you know your customer’s value. Whether you’re going to scale a brick-and-mortar business or an online business, it doesn’t matter; it’s vitally important to understand what each customer is worth to your business.

Statistics by Unicom Group show that 50% of customers naturally churn every 5 years. Sadly, this number can increase if you fail to understand what the customer who signed up last night is worth.

Can you reduce your churn and increase customer retention rate?

Yes, it’s doable. Although very tricky. In the rest of this article, I will show you how to scale your business by first knowing the value of each customer.

Continue Reading

How to Hire a Virtual Assistant and Ditch the Work You Hate

hire a virtual assistant - header no hand

Your current team can’t handle any extra work. You’ve exhausted your process automation opportunities. You’ve got no choice but to bring in a fresh face.

You could hire a specialist, but they can be expensive and limited in the work you can hand off. You need to hire a virtual assistant.

hire a virtual assistant - overworked
Continue Reading

Why Your Employee Handbook Template is Terrible

employee handbook - header

Introducing new policies to ensure a safe and productive workplace makes sense on all sides.

Unfortunately, if your employees don’t know about your policies, it won’t do a damn thing to solve your company’s problems. In other words, if your employee handbook doesn’t get read, you’re fresh out of luck.

There are two ways to all but guarantee your employees will never read your employee handbook.

  • Use a cut-and-paste employee handbook template
  • Never write one in the first place

Think of the copy-and-paste template as the cookie cutter cold emails we all love to hate – there’s no feeling of a person behind it, so we tune out, ignore it, and get on with our day.

Unlike cold emails, however, if your employees ignore your handbook they’re inevitably going to fall victim to a rule they didn’t know about.

Sure, you’re still covered for the aftermath (as long as it was in the handbook to begin with), but if you want to prevent these costly blunders from happening your employee handbook needs to be interesting and engaging.

employee handbook

After all, wouldn’t you rather read a document that talks to you as a person, rather than another cog in some merciless corporate machine?

Continue Reading

The Complete Guide to Customer Success for SaaS Companies is Here

Customer Success Ebook Header

The essential customer success book to boost MRR at your SaaS company

A SaaS company without a customer success system is like a lion without teeth. You can chase customers all you like, but when you catch them you’re thinking “now what?”.

The Complete Guide to Customer Success for SaaS Companies Cover

If you haven’t got a customer success team or set of processes in place at your SaaS company, it’s bad but not the end of the world.

Some SaaS companies are more self-serve than others, but all need a way to retain important customers and start exponentially compounding revenue.

This book for putting the systems in place to retain customers, whether that’s by learning about their problems or by properly onboarding them.

Better yet, it’s completely free.

Download the Ebook CTA

 

 

 

What’s in the ebook?

Continue Reading

Is Bad Engineer Onboarding Ruining Your Company?

The following post is a guest contribution from Steve Klein the co-founder of StatusPage.io.
Engineer Onboarding

How long does engineer onboarding last at your company? 1 week? 2 weeks? A couple months? Regardless, it’s a process you think about in the short term, right when a new employee starts. Once it’s done, it’s done, and you can go on to thinking about the million other things that are going on in your company. Right?

Wrong.

The effects of employee onboarding last way beyond when a new person starts working and impact your whole company. If your onboarding isn’t effective, in just 1 or 2 generations of hiring you’re dealing with a team that’s shockingly less productive than it could be — and costing you a lot of money.

Continue Reading

Improving Your SaaS User Experience for Customer Success

SaaS User Experience

I’ve talked at length in the past about the user onboarding process, the difficulties of first-time use and how empty states can solve some of these problems.

While this is all well and good when you’re trying to tackle user drop-off after the first session, what about the later stages?

Assuming that everything else has clicked into place for your user and they’ve made it all the way up to the purchase, you must have made a good first impression! Unfortunately, it’ll be all for nothing if your app is hard to use, awkward, inflexible or disappointing over the long term, or if your premium plan’s onboarding isn’t tight.

Post-sale UX optimization isn’t something I’ve looked at before, or even heard about. But writing a guide about SaaS customer success is not a small task and UX is definitely a big deal, especially because good UX makes it easy for Customer Success to do their job.

In fact, a good SaaS user experience takes the weight off customer support, too. Overall, you don’t want to put a barrier between your users and your app and most importantly for revenue, you don’t want to put a barrier between your paying users and your app.

Here are some SaaS user experience optimization pointers to think about which will make the lives of your Customer Sucess team easier.
Continue Reading

How Microsoft’s Secret User Onboarding Process Fooled Us All

user onboarding process

What happens if you make software too difficult to use? Probably the same thing that happens if you never made it at all — no one uses it.

It’s easy to get users to adapt to familiar concepts like drag-and-drop, but what if you made something totally new? You need a creative user onboarding process, like the one Microsoft used back in 1992 and the others I’m going to look at in this post.

The Software User Onboarding Process

I already talked about concierge onboarding, so this time I’m going to look at the total opposite — a style known as low-touch user onboarding. It’s not always possible to work with every customer, especially if you’re distributing software on a massive scale like Microsoft Windows, so writing onboarding into your product is a necessity.

James Hunt‘s excellent article on Mental Floss reveals the true purpose of Minesweeper, Microsoft Solitaire, FreeCell and Hearts: a gamified way to teach users concepts vital to success using Windows 3.1.

Let’s take a look at exactly how they did it.
Continue Reading

Take control of your workflows today