Customer onboarding in B2B SaaS is changing fast, but the resources for onboarding teams? Not so much. That's why we're kicking off Onboarding Therapy, a podcast that tackles the real challenges onboarding teams face every day.

Onboarding Therapy
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Customer onboarding in B2B SaaS is changing fast, but the resources for onboarding teams? Not so much. That's why we're kicking off Onboarding Therapy, a podcast that tackles the real challenges onboarding teams face every day.
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Publishing Since
12/3/2024
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Recent Episodes

February 20, 2025
Why Customer Success Needs a Hospitality Mindset with Em Wingrove
<p>In this episode of Onboarding Therapy, Kim and Shareil sit down with Em Wingrove, Chief Experience Officer at Aptitude 8, to explore how customer success teams can apply a hospitality mindset to improve retention, build trust, and create effortless customer experiences.</p><p><br>Highlights from the Episode:</p><ul><li>Why Customer Success Needs Hospitality โ Em breaks down how hospitality principles help create better customer experiences.</li><li>Anticipating Customer Needs โ How small, proactive touches make a big impact on retention and engagement.</li><li>The Role of Authenticity in CS โ Why curiosity and genuine interactions matter more than rigid playbooks.</li><li>Setting Service Standards โ The key to creating consistent, high-quality customer experiences.</li><li>Lessons from Marketing & Hospitality โ How customer success teams can borrow from these industries to elevate CX.</li></ul><p>Whether youโre a customer success leader or a CSM, this episode is packed with actionable strategies for applying a hospitality approach to CX.</p><p>Key Resources:</p><ul><li>Follow Em Wingrove on <a href="https://www.linkedin.com/in/emilywingrove">LinkedIn</a></li><li>Learn more about <a href="https://aptitude8.com/">Aptitude 8</a></li><li>Book mentioned: <a href="https://www.amazon.com/dp/0060742763">Setting the Table by Danny Meyer</a></li></ul><p>๐ Donโt forget to subscribe for more actionable insights and strategies for onboarding and customer success!</p>

January 10, 2025
Why Blaming Sales Doesn't Work: A Candid Chat with Arrows' Head of Sales, Grant Jones
<p>In this episode of Onboarding Therapy, Kim and Shareil are joined by Grant, Head of Sales at Arrows, for a candid discussion about the unique dynamics between sales and customer success teamsโand why their differences actually make organizations stronger.</p><p><br><strong>Highlights from the Episode:</strong></p><ul><li><strong>Different Personalities, Different Roles:</strong> Explore why certain personalities gravitate towards sales vs. CS, and how these differences benefit customers.</li><li><strong>The End-of-Month Reality:</strong> Grant shares an honest perspective on quota pressure and how it impacts both teams.</li><li><strong>Building Customer Trust:</strong> Learn how early CS involvement in sales can transform skeptical prospects into confident customers.</li><li><strong>Managing Team Dynamics:</strong> Practical insights on handling expectation mismatches and maintaining professional unity.</li></ul><p>Whether you're in sales or customer success, this episode offers refreshing insights on how different teams can work better together while staying true to their unique strengths.</p><p>๐ Don't forget to subscribe for more actionable insights and strategies for onboarding and customer success!</p>

December 21, 2024
Stop Worrying About Overwhelming Customers During Onboarding with Matthew Ruxton
<p>In this episode of Onboarding Therapy, Kim and Shareil talk with Matthew Ruxton about his journey from implementation specialist to RevOps leader, challenging common misconceptions about customer onboarding along the way.</p><p><br><strong>Highlights from the Episode:</strong></p><ul><li><strong>The Overwhelm Myth: </strong>Matthew challenges the common fear of overwhelming customers and explains why under-preparing is the real risk.</li><li><strong>Building Scalable Processes: </strong>Learn why having a prescriptive onboarding road is crucial, and how to balance structure with flexibility.</li><li><strong>Starting Onboarding Earlier: </strong>Discover why successful onboarding begins during the sales process and how to make that transition smooth.</li><li><strong>CRM as Your Secret Weapon: </strong>Matthew shares how bringing implementation into your CRM transforms team adoption and customer handoffs.</li></ul><p>Whether you're an implementation manager looking to scale your processes or a RevOps leader trying to improve customer handoffs, this episode offers practical insights on building onboarding that actually works.</p><p><br><strong>Key Resources:</strong></p><ul><li>Follow Matthew Ruxton on <a href="https://www.linkedin.com/in/matthewaruxton/">LinkedIn</a></li><li><a href="https://arrows.to/">Learn more about Arrows</a></li></ul><p>๐ Donโt forget to subscribe for more actionable insights and strategies for onboarding and customer success!</p>
9 total episodes available
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Frequently asked questions
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- What is Onboarding Therapy?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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