Every company needs HR, but not every company needs an HR department.
For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.
Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.
It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship. Continue Reading
90% of customers feel that the companies they buy from could do better when it comes to how they experience onboarding.
Customer success is about helping your customers understand and leverage the value of your product; you’re basically helping them achieve their goals. In a sense it’s one step beyond traditional customer support, taking a proactive approach to understanding and addressing customer needs.
A key component of customer success is making sure your customers are effectively onboarded.
Onboarding provides a unique opportunity for the CS team to nurture and address the key needs of a new customer, and an effective onboarding program can mean the difference between a long-term customer and a rapid churn.
For customer success teams to succeed with onboarding, CS managers should drive clear best practices and use well-structured processes to make onboarding as effortless as possible for everyone involved.
This is a guest post by Daniel Ndukwu. Daniel has extensive experience in digital marketing and is the Founder of KyLeads. There he helps business owners and publishers increase their leads and audience engagement with smart popups, interactive quizzes, and surveys.
In 2017, I had a brilliant idea.
Many of the tools for conversion rate optimization are point solutions. They make popups, landing pages, quizzes, surveys. Very few of them – if any – combine those functions into one.
I decided I would tackle the challenge by building a tool (now called KyLeads). It would allow people to create surveys, popups, and quizzes for lead generation and customer research.
After going through two development teams, rebuilding our user interface, and learning first-hand how hard it is to make software, we launched.
There was little fanfare and only a few customers when we started. But my team and I kept going. We knew it would be a long journey to success – and it’s paying off.
This article shares the best practices, tactics, and processes we used (and are still using) to improve our SaaS onboarding and grow our business into something spectacular.
Want to turbocharge your business’ onboarding successes and conversion rates in half the time?
Just read through the sections below to uncover these insider tips and tricks yourself:
When a new client signs up, it’s not enough to leave them alone to jump into your service by themselves – you’ve got to have a clearly written process to make sure they know they’ve made the right choice.
Settling a new client into your business and establishing a good relationship is one of the best ways to reduce churn.
‘If you hold a customer’s hand for 90 days, they’ll be loyal for life’. – John Jantsch
The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
At Process Street, we’ve put together 14 templates you can use to get new clients settled in with minimal hassle. The templates include sample documents, ready-to-send emails and industry-specific advice for criminal lawyers, marketing agencies, and financial planners.
Want to get straight to the checklists? No problem! Here they are: