Rich King Gawlas profile picture
Rich King Gawlas profile picture

Rich King Gawlas

Enterprise Customer Success Executive

How do you like being onboarded? ๐Ÿง 

When you're learning (or being forced to learn ๐Ÿ˜‚) a new SaaS tool, what is helpful for you to absorb the info and see value fast?

In my most recent venture, I'm onboarding Equity Sales folk in capital markets. Attention is short because they're brokering big deals in real time, so getting them fully adopted into the platform is difficult.

  • Do you like short, multiple onboarding sessions? Or one long session?
  • Do you prefer live training, or on demand?
  • Do you want 1:1 training, or group?

Help me help you ๐Ÿ’ฐ

๐ŸฅŽ Training
๐Ÿ“š Resource
๐Ÿ“ณ SaaS
10

15 comments

Sort by:
CuriousFox
WR Officer
5
๐ŸฆŠ
What's onboarding? The last 2 companies I've worked for severely lacked in that department ๐Ÿ˜†
ThatNewAE
Big Shot
2
Account Executive - Mid enterprise
+1. They had some self onboarding which honestly doesn't work for a lot of people like me who need a structure. I know it's not the best model to have - relying on some other structure that's fool proof, while I am working on it; it didn't help me to just be left on my own lol.
GDO
Politicker
2
BDM
yikes that has been hard I can imagine
Pachacuti
Politicker
4
They call me Daddy, Sales Daddy
Preferably over a large bucket or cistern to make clean up easier.., oh wait thatโ€™s water boarded.

Not knowing whatโ€™s involved in your onboarding makes it difficult to provide advice, but from my experience you need to go through most it prior to letting them loose, otherwise you lose out on the opportunity to have their undivided attention.
jefe
Arsonist
4
๐Ÿ
Agreed on both counts.
For me, I like a mix of what was offered. Keeps things varied and from getting boring/stale.
0
Enterprise Customer Success Executive
๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐ŸŒŠ๐Ÿชฃ
Kosta_Konfucius
Politicker
3
Sales Rep
Multiple onboarding sessions, live training, and group
Sunbunny31
Politicker
3
Sr Sales Executive ๐Ÿฐ
And recordings - so you can go back and review if needed.
HVACexpert
Politicker
2
sales engineer
You do an initial onboarding training day one before they get going
You come back and do more training afterwards in short sessions so they can get reminded and re trained after being in the job for a few months. Iโ€™m always a fan of live training but a mix with virtual is ok. 1:1 and in groups depending on training material and length
wolfofmiami
Opinionated
2
๐Ÿบ
shadowing an existing reps demos and a few short onboarding sessions. Maybe some optional on demand training to learn more too
ThatNewAE
Big Shot
2
Account Executive - Mid enterprise
Answering :
1/ Short, multiple sessions please.
2/ Both. I need the basics to be live training, and then on-demand that I can watch to build up from my basics.
3/ Group trainings. I doze off or be toooo focused in 1:1.
Beans
Big Shot
2
Enterprise Account Executive
Gimme a faq and let me fuck around and find out.
DataCorrupter
Politicker
1
Account Executive
1. I'll likely hate you for taking my time anyway, ha, so pick one. If you go over an hour though, it's too long. More than 2-3 sessions is too many sessions.
2. On demand, feels like these usually have a script and that keeps things more on track.
3. 1:1, I get to ask someone directly about the things I understood, didn't, etc. Helps me to get the info that I need quicker. Group training always devolves into arguments about how to sell/selling theories and that's super annoying and a waste of time.
pirate
Big Shot
1
๐Ÿฆœโ˜ ๏ธ Account Executive
Bit of a mix of 1:1 (have a buddy to ask dumb questions from), 1:1 with manager more often in the beginning and then virtual and live training in groups. On demand good too if you are a complete hopeless noob savage. Onboarding path of like 30 hiurs total with a certificate
0
Enterprise Customer Success Executive
Thank yโ€™all for the incredible insights. Really appreciate it ๐Ÿ‘๐Ÿ‘๐Ÿ‘

Related posts

5

What did your first 30-60-90 Days look like as a new Team Lead

Question
๐Ÿงข Sales Management
12
20
Members only

Would you work for a company like this?

Question
๐Ÿ’ฐ Compensation
38
Would you work for a company that only pays bonuses if you hit 100% of Quota?
30% Yes
70% No
215 people voted
20
Members only

What is it actually like working at Verkada?

Question
๐Ÿ‘ฅ
๐Ÿค“
๐Ÿค 
28
Bravado is a community of trusted sales professionals endorsed by their customers.
Apple Store logo
Products
The War Room Jobs Salary Guide Tech Sales U
Company
About Us How It Works Blog Bug Bounty
Contact
Press Careers
ยฉ 2024 Bravado Inc. All rights reserved.
Privacy Policy Legal and Privacy Center Sales Jobs
If you are hired as a contract sales rep by a Bravado customer, we may ask you to prove access to the employee email account provided to you by that customer. This data will be shared with customers to track your sales productivity; customers can use this data to confirm you meet the minimum activity requirements to pay out your ramp stipend and commission.