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Customer onboarding in B2B SaaS is changing fast, but the resources for onboarding teams? Not so much. That's why we're kicking off Onboarding Therapy, a podcast that tackles the real challenges onboarding teams face every day.
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Welcome to Referral Marketing Secrets, the go-to podcast for business owners, entrepreneurs, and professionals looking to supercharge their business growth through the power of word-of-mouth marketing and referral networking. Hosted by networking expert Bo Kauffmann, this podcast dives deep into actionable strategies that turn your network into your most valuable asset. Each week, we explore proven referral marketing techniques that help you increase customer acquisition, boost retention, an ...
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Why Customer Success Needs a Hospitality Mindset with Em Wingrove
49:40
49:40
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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…
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Why Blaming Sales Doesn't Work: A Candid Chat with Arrows' Head of Sales, Grant Jones
38:07
38:07
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38:07
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…
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Stop Worrying About Overwhelming Customers During Onboarding with Matthew Ruxton
33:44
33:44
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33:44
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…
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The AI Wake-Up Call for Customer Success Teams with Daphne Costa Lopes
42:50
42:50
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42:50
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…
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Mastering the Art of Quick Follow-Ups: Boost Your Business
4:35
4:35
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Welcome to Referral Marketing Secrets, where host Bo Kaufman shares valuable insights into the world of referral marketing. In this episode, discover the importance of quick and thoughtful follow-ups after receiving a business referral. Learn how prompt communication can set you apart from the competition, showing professionalism and enthusiasm. Wi…
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Rethinking the Role of Customer Success: A Radical Take
41:46
41:46
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41:46
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…
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Reducing Friction in Customer Onboarding with Ramli John
30:44
30:44
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30:44
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…
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Getting Leadership Buy-In: Proving the Value of Customer Onboarding
37:47
37:47
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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…
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In-App vs. Human-Led Onboarding: Striking the Right Balance
21:18
21:18
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21:18
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…
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Aligning Sales and Onboarding: Building Better Handoffs and Feedback Loops
38:22
38:22
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38:22
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…
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Unlocking the Power of Testimonials: Building Trust and Boosting Business
5:26
5:26
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In this episode of "Referral Marketing Secrets," host Bo Kaufman delves into the often-overlooked power of testimonials in building trust and enhancing your business. Discover why testimonials are a potent tool for establishing credibility and how they can serve as endorsements that go beyond your own words. Subscribe to our weekly newsletter: http…
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Unlocking LinkedIn: Turning Connections into Referrals
5:33
5:33
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5:33
In this episode of Referral Marketing Secrets, host Bo Kauffmann delves into the art of transforming your LinkedIn network into a valuable source of referrals. With nearly 20 years of expertise in network marketing, Bo shares actionable insights on how to leverage your online connections for business growth. Discover the five essential steps to con…
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The Power of Gratitude: How a Simple Thank You Note Can Boost Your Business
4:35
4:35
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In this quick episode of Referral Marketing Secrets, Bo Kauffmann dives into the often-overlooked power of a handwritten thank you note. Discover how showing genuine gratitude can set you apart in today’s fast-paced digital world, helping you build strong client relationships and increase referrals. Bo shares practical tips for creating a consisten…
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3 Effortless Ways to Ask for Referrals Without Feeling Awkward
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4:00
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4:00
In this quick episode, Bo Kauffmann shares three simple yet powerful tips to help you ask for referrals without feeling awkward or pushy. Learn how to time your request perfectly, make the process easy for your clients, and keep the conversation casual. Whether you’re new to referral marketing or just looking to improve, these tips will boost your …
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Unlocking the Power of Automated Referral Marketing
22:55
22:55
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Show NotesRecommended Products and Services (Affiliate Links) 🧾 Accounting/Invoicing for small Businesses: Fresh Books (Free Trial, 50% off for 6 months) 🎤 Podcast Website: Podpage (Automated, easy setup, low costs) 📰 Best Newsletter Platform: Beehiiv (Free Plan, free paid trial, just an awesome product) 🌐 Website Hosting: Blue Host Plans start at …
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By Bo Kauffmann - Referral Networking Expert
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Unlocking the Power of Connections: Welcome to Referral Marketing Secrets
4:04
4:04
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4:04
Show Notes Recommended Products and Services (Affiliate Links) 🧾 Accounting/Invoicing for small Businesses: Fresh Books (Free Trial, 50% off for 6 months) 🎤 Podcast Website: Podpage (Automated, easy setup, low costs) 📰 Best Newsletter Platform: Beehiiv (Free Plan, free paid trial, just an awesome product) 🌐 Website Hosting: Blue Host Plans start at…
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