Onboarding mentors
14 verified mentors who work on onboarding. Book a 1:1 call about the problem on your desk this week. Your first call is free.
The first two weeks decide most of what happens next
Customer onboarding is where churn is decided and where most companies are weakest. The deal closes, the account is handed over, and the customer is left to find their own way through a product that made perfect sense to the person who sold it.
The mentors on this page have built and rebuilt onboarding for software, services and ecommerce. They have run the handover from sales, written the first email sequence, cut the kickoff call nobody needed, and worked out what a customer has to do in week one for the account to survive month six.
Bring what is failing. A time to value nobody can define. Customers who go quiet after the kickoff. A handover from sales that arrives with no context. An onboarding that works for large accounts and cannot scale down to small ones.
Some of these mentors also work on agent onboarding, which fails for the same reasons. Say which one you mean when you book. Your first call is free.
What a onboarding mentor helps with
- Defining time to value in a way you can actually measure
- The handover from sales, and what has to come with it
- Designing week one so the account survives month six
- Scaling onboarding down for small accounts without abandoning them
- Email, in product and human touchpoints, and which does what
- Onboarding new support agents, which fails for the same reasons
Mentors
Melanie Zayat
FreeFounder - CX Strategist at Tovana
Buenos Aires
CX strategist passionate about UX research. Mentor in EN/ES. Specializing in SaaS onboarding & help centers
Sarah Caminiti
FreeHead of Customer Service, US at abcam
Providence
CX leader passionate about aligning strategy and empathy to build lasting customer trust and impact!
Karthick JL
FreeFounder at Customer Success Compass
Chennai
CS & CX leader with 20+ years helping professionals, leaders and B2B founders scale retention, growth, leadership and customer centric strategies.
Heather Casey
FreeCEO & Principal Operations Consultant at Casey Advisory
San Francisco
Helping people turn ideas into clear systems and real momentum
Ty Givens
FreeFounder & CEO of CX Collective at CX Collective
Inglewood
CX leader with 20+ years scaling support teams and turning CX into a growth driver.
Kris Mendoza
FreeHead of CX at Telgorithm
Portland
Senior CX Leader | ex-Stripe, ex-Netflix
Annamaria Beno
FreeCX & Business Operations Leader at annamariabeno.com
Berlin
Scaling your business while keeping customers and teams happy.
Rita Saoud
FreeSenior Vice President at Horatio
Santo Domingo
CX-focused BPO expert with a passion for teaching, empowering teams, and driving process improvements. Dedicated to creating exceptional customer experiences through smart, scalable solutions.
Eman Noaman
FreeFounder & CEO at Uplift MEA
Cairo
Empower CX! Elevate service, build loyalty, and make customer satisfaction your superpower!
James Parkin
FreeHelping you to get hired at Ellison Coast
Newbury
"In all my years in the #customerexperience #CCaaS industry, I've never met a recruitment consultant like James!" - CX Consultancy, Company Co-Founder
Obdus Bohorquez
FreeHead of Support at Smashcut
San Pedro Sula
Experienced Support leader with 15+ years, excelling in remote work, problem-solving, and innovation
Tue Søttrup
FreeCEO at Smart Role
Copenhagen
With over 20 years of experience in customer service, I am driven by my passion for providing exceptional customer experiences. My expertise lies in the intersection of technology and customer-centricity.
Showing 12 of 14. See all 14 Onboarding mentors in the directory.
From sessions with these mentors
Connecting with Melanie was a godsend for what I was looking for within my company. She not only helped me with very relevant insights for my project but also showed me ways I could improve the company's onboarding process. I was very lucky to meet Melanie, an excellent professional and a wonderful person! It was 100% worth it =)
Sarah was brilliant! I needed help with a teammate who is overconfident and she gave me the best advice. I feel prepared to tackle this challenge!
Learn it, then talk it through
Questions people ask before booking
Is the first call really free?
Yes. One 30 minute call with any mentor, no card and no trial to cancel. Membership after that is one price for unlimited calls.
Do you mean customer onboarding or employee onboarding?
Both are here. Most mentors on this page work on customer onboarding and several also build agent onboarding. Say which you mean in the booking notes.
We are pre revenue with ten customers. Is this useful yet?
It is the best time. Onboarding done by hand for ten customers is what tells you which parts are worth automating for a hundred.
Can a mentor look at our current flow?
Yes. Send screenshots, the email sequence or a short recording in the booking notes and they will come to the call with specifics.
Other ways to browse
- Customer service and support47
- Building a team41
- SaaS36
- Team management36
- Zendesk31
- Remote work26
- Consulting22
- Voice of the customer programs21
- Customer journey mapping20
- Ecommerce20
- Customer loyalty and retention19
- Employee Training and Engagement18
- Data analysis and insights17
- Customer Feedback and Surveys16
- Outsourcing16
- Intercom15
- Omni-channel Experience14
- Technology14
- Customer Success Management12
- All mentors
Stop guessing. Ask someone who has done onboarding.
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First call free · 14 mentors
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