The 10-Minute Onboarding Call That Wins Customers Fast

After 4 years of doing onboarding calls, I have them down to typically 10 minutes on average and much more effective than they used to be at 40 - 60 minutes.

No small talk, no slides, no bs about the weather, no upsells, no selling the product.

Here's the "script":

You:

Hi! Thanks for hopping on the call, how can I help?

Them:

List pain points.

You:

Make a mental note and answer them in order of importance.

You:

After questions are answered, ask if they have any other questions.

You:

If no questions, share a couple guides and a Slack Connect along with one cool thing that might be helpful for them given their situation.

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The end.

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This works a million times better than small talk about the weather, dealing with meeting recorders, bringing in stakeholders, or any of that other bs because that's what every other company does.

You just say hey I'm x, I'm here to help you solve your problem, let's go.

All your competitors are doing "sales" calls but you're solving problems.

It's an easy win