8 articles with this tag
PaynPark, an independent parking system with 25 employees, uses Tallyfy to optimize customer experience. Manager Peter Walton explains how Tallyfy helped them improve team collaboration from 7 out of 10 to 10 out of 10, reduce training time from weeks to less than a day, and solve customer issues in hours instead of days.
Cowork Inc. uses Tallyfy to streamline their member setup process, ensuring no critical steps are missed. Learn how this coworking hub operator improved efficiency, reduced errors, and created a more professional onboarding experience. Discover the specific features and integrations that made their workflow management successful.
This is a guest post by Donna Weber - a customer onboarding expert I recently had lunch with my friend and colleague Roderick Jefferson. Roderick is a nationally recognized educational and motivational speaker and is also an acknowledged thought leader in the sales enablement space. When Roderick shared his tag line Hope is Not a Strategy, it resonated deeply.
Gartner reports 80% of future revenue comes from 20% of existing customers - yet most B2B companies allocate only 20% of marketing to retention. Customer onboarding encompasses the entire journey from prospect to loyal customer. Nielsen shows 92% of consumers base purchases on peer reviews, and McKinsey finds 50% of purchases are influenced by recommendations. Properly onboarded customers become vocal advocates.
First impressions form in seven seconds and 55 percent is visual. Creating amazing first impressions requires an outstanding website, personalized welcome processes, prompt service, knowledgeable employees, and professional interactions. Speed matters more than perfection, and transparency builds trust instantly.
When customers see the complete onboarding process ahead, they understand you're committed to helping them succeed rather than abandoning them after the sale. The unknown creates anxiety - customers who made an investment need to see what comes next. Hiding steps until you reach them makes customers feel strung along and triggers defensive behavior, destroying relationships before they begin.