Jeff is an entrepreneur, team-builder, hustler & investor. He is the founder of Onboard.io which is a SaaS made specifically for customer implementation to automate, optimize & create the perfect journey for every customer and enabling companies to manage the perfect onboarding process.Jeff was previously the founder of Ambassador for over 9 years, a referral tracking, attribution, and management platform for businesses. Acq by West Corp. in late 2018.

He’s a lifelong entrepreneur, a 2011 NYC TechStar graduate, and is described as one of those rare founders you only read about in books because of his unmatchable drive to succeed.

In this interview we cover:

- Intro

- Right Time to Sell, Negotiation Tips & Emotional load when selling your business (selling Ambassador)

- Most Common Areas where you can Improve Onboarding for your SaaS Business & Why you Should Invest in Onboarding Practices

- Why the Customer Success Team should own the Onboarding Process

- How to Measure ROI on Customer Success

- Why you should personalize and Balance the Onboarding Process

- Proactive VS Reactive For Customer Success

- Why to Have a Customer Success Team from Day 1

- Tech Stack Recommendation & When to Expect Onboard.io

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Get in touch with Jeff:

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Links & Mentions:

Onboard.io

Baran Ozbek

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