We reduced our average customer onboarding time by 43% compared to FY 21-22 🔥

Here are some not so secrets of how we did it: 1️⃣ Detailed qualifying - We created questionnaire and shared with sales team to help both them and us get a better understanding of who are we going to talk to 🎙️ > Urgency > Readiness > Impact Tool: Google forms 2️⃣ Homework - We did some understanding of their product (App or otherwise) to get some insights on what could potentially have gone wrong - This is a detailed checklist as well 📚 > Domain > Competitors > Revenue and team sizes > Product feedback from customers Tools: G2, Glassdoor, Crunchbase etc,. 3️⃣ Finding the right person to speak to - We made sure to bring in the "source" of solution finder within the customer organisation and to exact maximum details 🕵🏻 > CXOs > Lead engineers > Engineering heads Tools: LinkedIn, companies website 4️⃣ Packaging solutions - Having pushed out 100 odd proposals, we started identifying patterns of problems and solutions around it. We currently have a knowledge base available for the entire team who can search for a specific problem and get a proposal created around it. 📦 > Type of solutions > Tool to generate proposal > Capturing clear problem statement Tools: Qwilr, Google sheets, tl;dv 5️⃣ Clear hand-over and ownership from different teams - Enabling teams to differentiate between responsibilities and workflow. 📍 > Sales <> Solutions <> Sales <> Fulfilment <> Delivery > Sales owns up Follow-ups > Pipeline management Tools: ShiftX , Rocketlane and Coda Any numbers are a combination of multiple teams collaborating and individually owning up certain tasks, tools and processes without messing creativity and ability to think beyond the set process! 🚀 Originally posted by my colleague @abilashnhari : and sharing the same here because I thought it is super helpful to you folks. This works for a services based approach or an enterprise focused SaaS offering.