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Onboarding Therapy

Arrows Podcast Network

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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 the Customer Retention Podcast — your go-to show for actionable insights on growing and retaining your SaaS customers using GoCSM and the HighLevel platform. Each episode dives into practical strategies, real success stories, and proven systems to reduce churn, boost engagement, and scale your customer success operations. Whether you’re a SaaS founder, agency owner, or CSM, you’ll get clear, no-fluff advice you can use immediately.
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SaaS Sessions

Sunil Neurgaonkar

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SaaS Sessions is India's first and #1 SaaS-focused podcast with over 21000+ listeners. The podcast was started by Sunil Neurgaonkar in 2019 and has hosted over 100+ leaders from the SaaS community. We have hosted leaders (C-level/VPs/Directors) from SaaS companies like Clari, Retool, Github, Segment, G2, Moengage, Whatfix, and more.
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Build smarter. Launch better. Lead with design. Welcome to App-Solutely, the podcast for founders and creators who want to build apps that succeed. I’m Ken Vermeille, CEO of Vermillion, where we help startups design and build digital products that stand out and scale fast. Our work has helped founders raise over 25 million dollars and launch products that actually perform in the real world. After more than 15 years building and scaling software, I’m sharing what actually works, the insights, ...
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"Hello, We are introduce to our Diamond Scientific Comapny and their product Biogas GEM™5000 With H2S | Portable Methane Detector located in cocoa, florida, in USA. Best technology in the world to measure gas Competitive pricing Service and 35+ years of experience company. The Portable Biogas Analyzer 5000 With H2S is used for The Accurate Gas Monitoring. BIOGAS 5000 Methane Detectors have A Robust, High Quality Design which can be Fitted easily And are extremely Easy To Use In Laboratory, F ...
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In this episode of the SaaS Sessions podcast, Sunil Neurgaonkar sits down with Jigar Dafda, Chief Technology & Product Officer at Fynd, to unpack how AI is fundamentally reshaping e-commerce in India. From conversational commerce and hyper-personalization to autonomous back offices and AI-driven customer support, this conversation cuts through the …
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Struggling to keep users engaged with your mobile app? You are not alone. Every year, thousands of apps lose more than half of their new users within the first week. The problem usually is not the idea or the design. It is the onboarding experience. In this episode of Absolutely, host Ken Vermeille, a seasoned developer, founder, and mobile onboard…
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Tom Drummond, founder and managing director at Heavybit Industries, dissects the seismic shift from graphical interfaces to conversational AI—and why most SaaS companies are thinking about it wrong. This isn't about adding chatbots to legacy products. It's about fundamentally rethinking what software means when voice becomes the primary interaction…
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Bhaskar Roy, Chief of AI Products and Solutions at Workato, breaks down the fundamental shift from app-centric thinking to agent-first architecture. This conversation cuts through the AI hype to reveal how enterprises are moving beyond simple content generation to deploy agents at the core of business processes—from quote-to-cash workflows to IT he…
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Every SaaS company is racing to “add AI,” but most are doing it wrong. In this episode, Megh Gautam, Former Chief Product Officer at Crunchbase, reveals the hard truths behind building AI into established SaaS products. From avoiding hype-driven features to building trust through data quality and transparency, Megh shares how Crunchbase rolled out …
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In this podcast, Tim and Shawn discuss their journey with the HighLevel platform and how it helped shape GoCSM, a powerful tool for customer success management. Tim shares insights from years of experience in the SaaS world, explaining how GoCSM was developed to support agencies in managing customer success, reducing churn, and improving client ret…
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In this powerhouse episode, Max Altschuler - founder of Sales Hacker, former VP of Marketing at Outreach, and now General Partner at GTMfund - breaks down what it takes to build and scale B2B SaaS companies with speed and substance. Max shares his journey from being an early-stage operator to becoming a SaaS investor, unpacking the real mechanics b…
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In our very first episode, we sit down with Tim Sabir, founder of GoCSM, to talk about one of the biggest challenges facing SaaS agencies on HighLevel — churn. With 7+ years of experience helping local businesses grow through smart technology, Tim shares practical strategies for reducing churn, increasing product adoption, and building stronger cli…
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Why should your marketing evolve into programs? In this episode, we talk to Asia Orangio, founder and CEO of DemandMaven. You'll learn about the five growth levers you can pull, why you might be doing OKRs wrong, how to know which marketing programs to double down on, and more. Visit our website for the detailed episode recap with key learnings. De…
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In this episode of the SaaS Sessions podcast, Jacob Bank, founder of Relay.app, shares his journey from academia to startup founder, discussing the challenges of building a product in the AI space. He emphasizes the importance of validating ideas, finding early customers, and experimenting with various marketing channels. Jacob also highlights the …
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How can the Impact Mindset improve your product development process? In this episode, we talk to Connor Joyce, senior user researcher at Microsoft and author of Bridging Intention to Impact. You'll learn why you need to ask if your product is really working, the five success metrics for products, some approaches to collecting behavioral data, and m…
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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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How do you narrow down to your perfect customer? In this episode, we talk to Michael Margolis, UX Research Partner at Google Ventures. You'll learn about their bullseye customer sprint, the difference between an ideal customer profile and the bullseye customer, how to apply prototypes, and more. Visit our website for the detailed episode recap with…
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In this episode, we dive into the evolving landscape of B2B SaaS attribution with Deepinder Dhingra, Founder and CEO of RevSure.ai. DD shares insights from his 20+ years in enterprise software, analytics, and AI, unpacking how SaaS companies can harness AI-driven attribution to improve GTM strategies. He explores the challenges of attribution compl…
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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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Episode Summary: Srikrishnan Ganesan, Founder, and CEO of Rocketlane, joins the SaaS Sessions Podcast to share actionable insights on customer onboarding—a crucial yet often overlooked driver of SaaS success. Sri dives deep into why onboarding sets the foundation for long-term customer satisfaction, retention, and expansion, and offers strategies t…
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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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When should you start investing in product SEO? In this episode, we talk to David Pasztor, founder of UX studio and Ranking Raccoon. You'll learn why they built a platform for link collaboration, how to target transactional keywords, how they’re doing SEO for their own product, and more. Visit our website for the detailed episode recap with key lea…
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Lucas Lovell, VP of Product at Paddle, shares his journey from launching a startup in Australia to scaling a SaaS company in Europe. With a focus on global market expansion, Lucas discusses critical considerations for entering new geographies, leveraging local partnerships, and using payments infrastructure as a growth lever. Packed with actionable…
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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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Episode Summary In this insightful episode of the SaaS Sessions Podcast, we down with Satya Ganni, the CEO and Founder of Userflow and Beamer. Satya shares his journey as a serial entrepreneur, having founded six companies before leading Userflow and Beamer, two innovative platforms revolutionizing user onboarding and product engagement. We dive in…
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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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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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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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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 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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How can you leverage storytelling in SaaS sales and marketing? In this episode, we talk to Stephen Steers, sales coach, consultant, and storyteller. You'll learn about why you should sell the outcome, how to choose the right story to tell, how to apply storytelling in your sales calls, and more. Visit our website for the detailed episode recap with…
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Are humans inherently bad at managing priorities? In this episode, we talk to Harry Max, speaker, coach, consultant, and author of Managing Priorities. You'll learn about the DEGAP process, the four approaches to prioritization, prioritization processes in large organizations, and more. Visit our website for the detailed episode recap with key lear…
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Disrupting Travel with Spotnana: Sarosh Waghmar on Building the AWS for the Travel Industry In this episode, we hosted Sarosh Waghmar, Founder and Chief Product Officer at Spotnana. Sarosh shares his journey of over two decades in the travel tech industry and discusses Spotnana's mission to transform travel by creating an 'AWS for the travel indust…
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In this episode of the SaaS Sessions podcast, we hosted Bill Macaitis who is currently the founder & CEO of SaaS CMO Pro. SaaS CMO Pro helps you learn B2B SaaS and AI marketing with fun and easy-to-understand videos. Previously, Bill was the CMO at Slack and Zendesk. Before that, he held the title of SVP of Marketing at Salesforce. Bill shares his …
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How do you plan and implement a self-serve option for your SaaS? In this episode, we talk to Franciska Dethlefsen, Head of Growth Marketing at Amplitude. You'll learn about their journey from being completely sales-led to launching a self-serve plan, how they approached pricing and packaging, how it all ties with their free plan, what channels they…
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In this episode of SaaS Sessions, we sit down with Dan Herd, VP of Customer Success at Outreach, one of the most popular sales engagement platforms. We dive deep into how Outreach leverages a "Desired Business Outcomes" (DBO) framework to align customer success strategies with the business goals of their clients. Dan also offers invaluable insights…
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How do you measure the effectiveness of your paid media campaigns? In this episode, we talk to Barbara Galiza, a growth and marketing analytics consultant. You'll learn about the three types of campaign performance metrics, how to manage attribution via multiple data sources, how companies are adapting to the recent focus on data privacy, and more.…
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In this episode, Thejo Cote, founder and CEO of Airbase, shares his entrepreneurial journey, which spans over 15 years. From his early days in India to moving to the US in 2009, Thejo discusses how he founded Airbase, a procure-to-pay solution that simplifies corporate purchasing. He highlights the challenges and successes of growing a business in …
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What can SaaS founders do to jumpstart their PR strategy? In this episode, we talk to Sneha Saigal, co-founder of Geeks & Experts. You'll learn why it’s best to DIY your PR strategy in the early stages, why you should be thoughtful about your pitches, how PR experts tap into a founder’s story, and more. Visit our website for the detailed episode re…
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In this episode of the SaaS Sessions podcast, we hosted Andy Ramirez, the Senior Vice President of Marketing at Docker to explore the complexities of Account-Based Marketing (ABM) within a Product-Led Growth (PLG) context. Andy shares his journey from a 'recovering engineer' to a seasoned marketing leader at top companies like AWS, Amazon Prime, Sm…
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In this episode of the SaaS Sessions Podcast, we hosted Joe Aurelia, Senior Vice President of Operations at Cyware, who shares his extensive journey in scaling businesses globally. Joe discusses his transition from heavy applications to SaaS, his role in growing Cyware from two to seven countries, and the challenges and strategies in managing remot…
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How do you develop your messaging to serve multiple segments at once? In this episode, we talk to Carolyn Beaudoin, co-founder of Boxcar Agency. You'll learn about their Hybrid One Reader approach, tips for structuring your homepage and dedicated solution pages, how to use customer call recordings as copywriting material, and more. Visit our websit…
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In this episode, Anupam Rastogi, General Partner at Emergent Ventures, shares his extensive experience investing in SaaS companies. Anupam discusses his journey from an engineer to a venture capitalist and provides insights into the challenges and mistakes SaaS founders often face when entering the US market. Key topics include the importance of sp…
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How can you get more mileage out of your existing content? In this episode, we talk to Kai Daivs, an SEO consultant. You'll learn how often you should update your pages, the two levers for improving your SEO, how to use heat mapping, and more. Visit our website for the detailed episode recap with key learnings. Survey-based Research Projects with B…
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In this episode, we hosted Krati Seth, Head of Global Sales Enablement at Whatfix to discuss how companies can build a sales enablement function to support sales teams and drive business impact. With over a decade of experience across different roles, Krati is Currently the head of global sales enablement at Whatfix. Before Whatfix, she spent 8 lon…
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In this episode, Peter shares the whole playbook behind running the newsletter. Right from WHY they started, the process of finding insights, how to get executive buy-in, measuring impact, and more. If you are exploring a similar practice in your industry at your organization, then this playbook will be very helpful. All this and more in this episo…
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In this episode, we hosted Puneet Lamba, CEO and co-founder of Aspiro. Aspiro helps sales managers prepare reps for selling to technical buyers with interactive situational roleplays & playbooks. We delved into the specifics of discovery calls, including the average number of calls required to close a deal and the significance of each call in diffe…
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In this episode, we hosted Jugal Anchalia, Co-founder & CEO at Cobalt to talk about how to use integrations as a growth lever. We start with addressing WHY companies should solve the problem of integrations. Jugal explains the current solutions and the challenges with them. We then discussed how we can use integrations as a growth lever - like unlo…
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How do you leverage data for SaaS growth? In this episode, we talk to Arpit Choudhury, founder of Databeats. You'll learn what makes a robust data foundation, how teams can work together to collect data, why less data is better, and more. Visit our website for the detailed episode recap with key learnings. Databeats Make (formerly Integromat) — Arp…
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