Stay on the pulse

Customer onboarding is often the first real test of trust between a vendor and client. Unfortunately, many companies are failing that test. So, how can companies make onboarding more structured, scalable, and successful? The answer lies in a simple but powerful concept: mutual plans.
 

Subject Matter Experts (SMEs) are no longer a “nice-to-have” supporting role—they're central players in complex sales cycles. When properly enabled, SMEs help sales teams close bigger deals faster, drive engagement across multiple stakeholders, and differentiate in ways that traditional sales reps simply can’t.
 

Manufacturing sales reps face a unique set of challenges: long sales cycles, complex buying committees, and the need for precise communication across multiple stakeholders. This article explains how to address these issues to enhance collaboration and streamline the sales process.

Consulting and professional services firms often experience an inconsistent new business development cycle. The lack of consistent business development creates unpredictable cash flow, growth challenges, and added stress. Here's how to maintain that steady business growth, even during busy periods.

Consulting firms face intense competition, evolving client expectations, and an increasingly digital business landscape. This article explores the key challenges in new business development for consulting firms, strategies to overcome them, and how to leverage technology.

For a high-growth tech company, landing new customers is only half the battle. The real challenge lies in keeping them. A poor onboarding experience is one of the biggest reasons why companies struggle to scale. Learn what factors contribute to this faliure and how to fix it.

For many high-growth businesses, onboarding becomes a bottleneck. Without structure, customers may never fully adopt your product, and your company could struggle to scale efficiently. Learn how you can streamline client onboarding no matter how small your team or how tight your budget is.

Onboarding failures can lead to client frustration, inefficiencies, and even early churn. One proactive way to mitigate these risks is by using a premortem—a strategic exercise where teams assume a process has failed and work backward to identify potential causes and solutions before issues arise.

While onboarding a single team or location presents its own set of challenges, scaling this process across multiple locations brings unparalleled complexity. This article delves into ten transformative strategies to make customer or service onboarding a success.