32 min

How to Perfect the Onboarding Process for Improving Customer Experience and Reduce Churn with Jeff Epstein | Podcast #27 SaaS District

    • Emprendimiento

Jeff is an entrepreneur, team-builder, hustler & investor. He is the founder of Onboard.io which is a SaaS made specifically for customer implementation to automate, optimize & create the perfect journey for every customer and enabling companies to manage the perfect onboarding process. Jeff was previously the founder of Ambassador for over 9 years, a referral tracking, attribution and management platform for businesses. Acquired by West Corp. in late 2018
He’s a lifelong entrepreneur, a 2011 NYC TechStar graduate, and is described as one of those rare founders you only read about in books because of his unmatcheable drive to succeed.
During this interview we cover:
Right Time to Sell, Negotiation Tips & Emotional load when selling your business (selling Ambassador)Most Common Areas where you can Improve Onboarding for your SaaS BusinessWhy you should Invest on Onboarding Practices and Build your ProcessWhy the Customer Success Team should own the Onboarding ProcessHow to Measure ROI on Customer Success How to personalize and Balance the Onboarding ProcessProactive VS Reactive For Customer SuccessTech Stack Recommendation When to Expect Onboard.ioWhy the Current Times Represent a Good Opportunity to Launch
Links :
OnboardAmbassdor
Mentions:
Baran Ozbek
Get in touch with Jeff:
Jeff Epstein
Tag us & follow:
FacebookLinkedInInstagramYouTube
More about Akeel:
Twitter LinkedIn Saas PodcastSaaS ConsultingHow to Value a SaaS Company

Jeff is an entrepreneur, team-builder, hustler & investor. He is the founder of Onboard.io which is a SaaS made specifically for customer implementation to automate, optimize & create the perfect journey for every customer and enabling companies to manage the perfect onboarding process. Jeff was previously the founder of Ambassador for over 9 years, a referral tracking, attribution and management platform for businesses. Acquired by West Corp. in late 2018
He’s a lifelong entrepreneur, a 2011 NYC TechStar graduate, and is described as one of those rare founders you only read about in books because of his unmatcheable drive to succeed.
During this interview we cover:
Right Time to Sell, Negotiation Tips & Emotional load when selling your business (selling Ambassador)Most Common Areas where you can Improve Onboarding for your SaaS BusinessWhy you should Invest on Onboarding Practices and Build your ProcessWhy the Customer Success Team should own the Onboarding ProcessHow to Measure ROI on Customer Success How to personalize and Balance the Onboarding ProcessProactive VS Reactive For Customer SuccessTech Stack Recommendation When to Expect Onboard.ioWhy the Current Times Represent a Good Opportunity to Launch
Links :
OnboardAmbassdor
Mentions:
Baran Ozbek
Get in touch with Jeff:
Jeff Epstein
Tag us & follow:
FacebookLinkedInInstagramYouTube
More about Akeel:
Twitter LinkedIn Saas PodcastSaaS ConsultingHow to Value a SaaS Company

32 min