Scaling CS with Brittany Soinski of Loom
Gain Grow Retain
English - December 18, 2023 12:00 - 46 minutes - 64.2 MB - ★★★★★ - 34 ratingsEntrepreneurship Business Management b2b saas growth customer success marketing sales software customer imperative enterprise Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Building Community/Business Alignment
Onboarding is arguably one of the most critical components of customer engagement and retention, so scaling it well is important.
This week, Brittany Soinski, Manager, Onboarding at Loom joins Jay Nathan to share how her team has tackled this program:
Created an onboarding team who is dedicated to owning this process
Developed strong templates by starting with post-sale, ending with renewal, and identifying all of the things that happen in between
Set a 60-day goal for customers and identified how many reached it within this timeframe
Utilized Human Centered Design in the process
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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.
We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.
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