Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin?

In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions.  Doing so bridges the gaps in product understanding, knowledge, and skills.   

Key Takeaways:

[2:30] What SaaS companies benefit the most from onboarding coaches 

[8:20] Why Keap started using coaching 

[16:30] The economics of hiring onboarding coaches

[19:45] Must-have skills for these coaches

[26:00] Ways to tailor coaching to your SaaS product

[33:30] Clate’s new book Conquering the Chaos

About Clate Mask:

Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs.

Links:

Clate Mask | LinkedIn

Conquer the Chaos