Christoph Gomez · Data, AI & Beyond - The Podcast · Building at AI Startup from scratch with Christof Gomez
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invite every new user to a personal onboarding call and a private Slack channel for ongoing support
“I’m waiving the $99 onboarding fee for new clients… includes your QuickBooks Online subscription, monthly reconciliations, KPI dashboard and professional bookkeeping support”
“The way that you can track some of this stuff is looking at downloads of your reports. How many questionnaires are you answering that tie to revenue? How many meetings are you supporting that tie to new deals or to ongoing renewals?”
“Off-boarding is just as important as onboarding… we have to have offboarding… you let go of the wrong person… you don’t take them out of absolutely every single program”
“Onboarding for us last a total of 90, but the first 30 are very intense, thorough, and supportive.”
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