Tagonboarding

The near-perfect onboarding outreach email

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For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too many clicks around to find information. To make a long story shorter, I...

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This is the default text shown when someone completes a standard, partially-configured website form. To change it means you have to click through a few tabs and find what text to update. Does it ever matter that someone sees this? Consider the customer journey from when they read some of your social media posts then eventually visited your blog then signed up to your newsletter then clicked one...

The ROI on a more automated onboarding experience

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If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to involve multiple staff members, piles of forms, new staff members wondering what...

I’d love to know if you have any best practices or resources you recommend for onboarding new clients.

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Extra details of question I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to start using Asana with this too. Where to start??? ...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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