Getting Leadership Buy-In: Proving the Value of Customer Onboarding

In Episode 2 of Onboarding Therapy, Kim and Shareil tackle the critical challenge of securing leadership support for customer onboarding. They share strategies to communicate onboarding’s impact on business goals and offer insights into making the case for better investment and buy-in.

Highlights include:

• Why onboarding is often undervalued by leadership.
• How to connect onboarding efforts to key business metrics like churn and revenue.
• Proving onboarding’s impact using manual tracking, small experiments, and early wins.
• Overcoming the challenge of lagging indicators in onboarding results.
• Practical tips for onboarding leaders to advocate for their teams and secure resources.

Kim and Shareil also discuss their personal experiences in building onboarding programs from scratch, sharing lessons learned from successes and setbacks.

Key Takeaway:
Securing leadership buy-in requires proactive communication, measurable results, and aligning onboarding metrics with the company’s broader goals.

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