In this episode of Onboarding Therapy, Kim and Shareil sit down with Em Wingrove, Chief Experience Officer at Aptitude 8, to explore how customer success teams can apply a hospitality mindset to improve retention, build trust, and create effortless customer experiences. Highlights from the Episode: Why Customer Success Needs Hospitality – Em breaks…

In this episode of Onboarding Therapy, Kim and Shareil are joined by Grant, Head of Sales at Arrows, for a candid discussion about the unique dynamics between sales and customer success teams—and why their differences actually make organizations stronger. Highlights from the Episode: Different Personalities, Different Roles: Explore why certain per…

In this episode of Onboarding Therapy, Kim and Shareil talk with Matthew Ruxton about his journey from implementation specialist to RevOps leader, challenging common misconceptions about customer onboarding along the way. Highlights from the Episode: The Overwhelm Myth: Matthew challenges the common fear of overwhelming customers and explains why u…

In this episode of Onboarding Therapy, Kim and Shareil sit down with Daphne Costa Lopes, Global Director for Strategic Accounts at HubSpot, to explore how AI is reshaping customer success—and why now is the time for teams to adapt. Highlights from the Episode: Why Customer Success Teams Can’t Ignore AI: Daphne explains the risks of falling behind a…

In this episode of Onboarding Therapy, Kim and Shareil challenge the traditional structure of customer success (CS) teams. They discuss whether CS should remain tied to revenue-focused goals or shift closer to product development, potentially evolving into a "product success" function. This thought-provoking discussion dives into the challenges fac…

In this episode of Onboarding Therapy, Kim and Shareil welcome their first guest, onboarding expert and author Ramli John. Together, they dive into the nuances of friction in onboarding and how internal misalignment often becomes the root cause of a disjointed customer experience. Highlights include: Why internal misalignment on onboarding goals an…

In Episode 2 of Onboarding Therapy, Kim and Shareil tackle the critical challenge of securing leadership support for customer onboarding. They share strategies to communicate onboarding’s impact on business goals and offer insights into making the case for better investment and buy-in. Highlights include: Why onboarding is often undervalued by lead…

In this episode of Onboarding Therapy, Kim and Shareil dive into a common debate in the onboarding world: Can in-app onboarding replace human-led onboarding? They explore the strengths and limitations of each approach and discuss how combining the two can create a more effective and scalable onboarding experience. Highlights include: Why some leade…

In the debut episode of Onboarding Therapy, Kim and Shareil explore the challenges of aligning sales and onboarding teams. They discuss common issues like mismatched incentives, misaligned goals, and poor handoff processes, all of which can impact the customer experience. Highlights include: Why sales and onboarding teams often feel at odds with ea…