SaaS-Story in the Making

221: How to Keep the Customers You Close - with Harris Clarke

July 19, 2022 Matt Wolach
SaaS-Story in the Making
221: How to Keep the Customers You Close - with Harris Clarke
Show Notes


EPISODE SUMMARY

Client onboarding sets the tone and expectations of the client to the company. When done right, it can lead to a better understanding of their needs and efficiency in providing the best way to achieve their goals using the product. It is a vital aspect of the sales process that companies sometimes fail to acknowledge. 

In this episode of SaaS-Story in the Making, B2B SaaS Sales Coach and host Matt Wolach and GuideCX’s COO, Harris Clarke, talk about the importance of having a proper client onboarding process. It is an essential feature that can make or break the client’s impression and possible conversion. Clarke shares how SaaS companies can provide value to clients and the team through proper onboarding.

PODCAST-AT-A-GLANCE

Podcast: SaaS-Story in the Making

Episode: Episode No. 221, “Guarantee Client Satisfaction Through Proper Onboarding”

Host: Matt Wolach, a B2B SaaS sales coach, Entrepreneur, and Investor

Guest: Harris Clarke, COO of GuideCX

TOP TIPS FROM THIS EPISODE

  • Build a Great First Impression
  • Be Transparent 

EPISODE HIGHLIGHTS

  • Onboarding Should Satisfy & Exceed Expectations 
  • An Antidote to Anxiety or a Reinforcement to Value



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