Tips on Creating a Repeatable Onboarding Process

Eric Crane

Posted 12/1/2020

When you have as many different types of customers as Monday.com has, there needs to be some consistency in the onboarding process.

Monday.com Onboarding Team Manager, Lisa Fox, joins us in this episode to share how her team created a successful, repeatable onboarding process for customers. Plus, we discuss:  

  • Obstacles in the onboarding process and how to overcome them
  • The 3 phases for a successful onboarding experience
  • Why every CS leader should have authenticity and empathy

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