OnStrategyHQ

MAY 17, 2023

Mission Workshop [Step One] Brainstorm: Ask participants to review how the survey responses were organized in themes — add more ideas if needed. (OR OR brainstorm on the board). Step Five] Evaluate: Does your mission statement meet the quality checklist? Gather input in advance (survey or whiteboard). Pre-Work: None.

Organization 40

Organization Brainstorming Leadership Innovation 40

OnStrategyHQ

MAY 17, 2023

Mission Workshop [Step One] Brainstorm: Ask participants to review how the survey responses were organized in themes — add more ideas if needed. (OR OR brainstorm on the board). Step Five] Evaluate: Does your mission statement meet the quality checklist? Gather input in advance (survey or whiteboard). Pre-Work: None.

Organization 40

Organization Brainstorming Leadership Decision-making 40

SBI

JUNE 23, 2020

Travel restrictions and meeting cancellations have put quotas at risk. Even with some states reopening, in-person meetings are rare. While some industries had to rethink their selling approach completely—financial services and medical device sales in particular—others such as high tech were already onboard.

Virtual Selling 57

Virtual Selling Brainstorming Value Proposition Financial Services 57

Hubspot Sales

SEPTEMBER 30, 2019

A sales training and onboarding plan consolidates role expectations, training timelines, and resources into one place for your newly hired salespeople. You can use it to build out a more detailed and specific onboarding plan for your organization. Use a sales training template. Download This Template for Free. In-session pop quizzes.

Sales Training 143

Sales Training e-Learning Onboarding Sales 143

Hubspot Sales

OCTOBER 11, 2019

Rep Hiring and Onboarding Metrics. Brainstorm new products or services. During periods of slow business, utilize your sales reps and ask them to brainstorm ideas for your product team. By brainstorming with your sales reps, you'll learn more about your customers and how to sell to them. Pipeline Sales Metrics.

Brainstorming 132

Brainstorming CRM Media Decision-making 132

Mike Kunkle

MAY 11, 2022

Includes territory planning, account planning, sales call planning, leading sales meetings, task management, using CRM, sales enablement tools, other technology tools and performance support, action planning, calendaring, project management, change management, and personal productivity practices. Organizational Acumen. Sales Hiring.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

MDI Training

FEBRUARY 9, 2021

Focus on “K D I” Use everything that also makes effective and efficient face-to-face meetings and focus on K D I! Ensure clarity on the following questions: What is the specific objective of the meeting? Is the meeting the most appropriate way to deal with the issue? What kind of meeting is it? (or

Leadership 52

Leadership Onboarding Digital Transformation Innovation 52

Insightly

JUNE 27, 2021

There are a few things that are hard to replicate in the virtual work environment, and among them are impromptu brainstorms, team outings and friendly conversations at the proverbial water cooler. If you haven’t done so already, adopt digital tools and systems that are easy to use and meet your team’s unique needs. Loss of community.

Remote Working 52

Remote Working Digital Transformation Digitalization Brainstorming 52

Insightly

JUNE 27, 2021

There are a few things that are hard to replicate in the virtual work environment, and among them are impromptu brainstorms, team outings and friendly conversations at the proverbial water cooler. If you haven’t done so already, adopt digital tools and systems that are easy to use and meet your team’s unique needs. Loss of community.

Remote Working 52

Remote Working Digital Transformation Digitalization Brainstorming 52

Zendesk

MARCH 12, 2021

How do we hire and onboard people site unseen, and how will that impact employee engagement and company culture? There remain many scenarios in which meeting someone in person will be beneficial, whether it’s a new hire or a potential client—especially if a competitor is going the extra mile to create connection.

Digitalization 98

Digitalization Publishing Brainstorming Insurance 98

Apptivo

APRIL 19, 2022

Customer support includes extending assistance to the customers such as answering to customer queries, guiding them in onboarding and implementation, helping with upgrading, troubleshooting and clarifying the issues that the customer encounters. Due to the poor customer support, the churn rate increases.

Customer Experience 98

Customer Experience Brainstorming Decision-making Media 98

Insightly

APRIL 15, 2022

Data import & de-dupe costs – Some CRMs provide in-depth data migration guides and concierge onboarding services. Training & onboarding expenses – Who should have access to what? Do some team brainstorming with the expressed intention of defining (or refining) top-level CRM goals. Onboarding and training.

CRM 98

CRM Onboarding Decision-making Finance 98

Openview

SEPTEMBER 6, 2018

Set the tone with a strong candidate experience and onboarding program. Roll Out The Red Carpet During Interviews And Onboarding. Have them ride along for a day or jump in on a few brainstorming meetings – really try them on for size! Set the tone with onboarding that matches your culture.

Onboarding 88

Onboarding Sales Leadership Brainstorming 88

SmartKarrot

DECEMBER 6, 2022

Role: Customer Success Specialist Location: Remote, United States Organization: Recyclist As a Customer Success Specialist, you will build and nurture relationships with a growing group of customers through each stage of the customer lifecycle, from onboarding through renewals. Including setting up jobs and managing applicant flow.

Customer Success 19

Customer Success Brainstorming Onboarding Government 19

SmartKarrot

NOVEMBER 28, 2022

Effectively communicate across the customer organizations both 1-1 and in group meetings with Product, Tech, and Marketing and establish a clear understanding of the benefits the platform brings each department. Involvement in periodic, in-person client meetings. Enable client self-sufficiency with their solutions.

Customer Success 19

Customer Success Brainstorming Stakeholders Account Management 19

Zendesk

JUNE 26, 2023

Employee onboarding survey: Get ideas for improving the employee experience (EX) journey for new hires. Employee commitment survey questions Employee commitment surveys can help you understand how committed your staff is to the company and its goals, and help you brainstorm ideas for employee retention.

Brainstorming 52

Brainstorming Leadership Organization Decision-making 52

Hubspot Sales

DECEMBER 12, 2019

All financial consultants meet certain requirements and obtain a license to offer financial advice. As an IT consultant, you might help businesses figure out what software to invest in and how to use it to meet goals, solve challenges, and implement important changes. Human Resources Consulting. Marketing Consulting.

Healthcare 114

Healthcare Supply Chain Software Software 114

Account Management Skills

MARCH 6, 2023

Now Poised is an AI powered speech coach that gives you real time and retrospective feedback on your virtual meeting. I think that takes courage and the other thing that you said is, sometimes managers don’t feel comfortable giving someone feedback on their performance on a meeting, maybe on a client meeting on Zoom, or Teams, etc.

Account Management 52

Account Management Communication Management Meetings 52

Hubspot Sales

APRIL 19, 2019

If your answer is "Not really," to any of them, brainstorm how to change that. Looking at our outside sales example, we know that traveling to close deals is outdated and video meetings are the current best practice -- but what's next? How is my current role fulfilling my values? Is your current role fulfilling those values?

Innovation 86

Innovation Brainstorming Investors Software 86

CoSell

DECEMBER 16, 2020

Some of the things that people love most instantly pop into mind: • Instant start • No commitment contract • Self-serve signup • Free trials • Automated onboarding “Don’t Make Me Talk” While we are all used to having conversations, demos, and sales conversations, this is the time when they are all up for grabs.

Brainstorming 52

Brainstorming Software Software Acquisition 52

Zendesk

DECEMBER 2, 2020

Greg (Zendesk): As we approach the holiday season, which stakeholders within your company should CX leaders meet with to plan (if any)? Since purchase intent for most customers remains high directly post-Holiday into January, companies should brainstorm how to capitalize. Startup Central Slack Community.

e-Learning 76

e-Learning Artificial Intelligence Leadership Brainstorming 76

ClearPoint Strategy

JULY 29, 2021

Use this list of objectives to brainstorm what’s most important for your industry and your specific strategy, then build a set of objectives that best represent your organization. Use this list of objectives to brainstorm what’s most important for your industry and your specific strategy. It depends on your industry and your strategy.

Innovation 98

Innovation e-Learning Healthcare Government 98

SmartKarrot

MAY 19, 2023

Collaboration: Without physical proximity, remote work poses challenges to collaboration, making it harder to brainstorm ideas and work on projects collectively. Use chatbots for onboarding: Simplify the onboarding process for new team members by utilizing a chatbot.

Remote Working 10

Remote Working Marketing Brainstorming Communication 10

SmartKarrot

MAY 19, 2023

Collaboration: Without physical proximity, remote work poses challenges to collaboration, making it harder to brainstorm ideas and work on projects collectively. Use chatbots for onboarding: Simplify the onboarding process for new team members by utilizing a chatbot.

Remote Working 10

Remote Working Marketing Brainstorming Communication 10

Help Scout

SEPTEMBER 25, 2018

What’s more, the team gets the chance to watch, consider, and then provide feedback at their own pace — which in some ways is a little better than an in-person meeting. These one-on-one calls also complement larger team meetings, which we do a fair amount too. but it’s totally worth the early start!

Internet 40

Internet Brainstorming Meetings Communication 40

SmartKarrot

MAY 27, 2021

Operational execution is a term for meeting various milestones and completing activities. Key activities in this section include actions that will meet objectives and realize outcomes. Joint success plans are an executive level summary document that helps meet tasks. These are milestones or targets that you want to meet.

Customer Success 10

Customer Success Value Proposition Stakeholders Brainstorming 10

Hubspot Sales

MARCH 2, 2018

If you're not doing it already, I would highly recommend spending the equivalent of at least one day per week interviewing and meeting with potential new candidates for your team -- regardless of whether or not you end up managing them directly. New hire onboarding takes a lot of time and is key to long-term success. It was a lot.

Sales Management 109

Sales Management Management Sales Leadership 109

SmartKarrot

DECEMBER 26, 2021

The significance of onboarding a customer experience operations manager is still an ongoing debate in the corporate world. Companies brainstorm whether they should hire a specialist for cx operations, the answer to which significantly depends on the workload involved during the preliminary stages of a company seeking to scale its operations.

Customer Experience 11

Customer Experience Organization Interpersonal Skills Management 11

Nutshell

APRIL 17, 2020

I assisted with the overall vision of the event, and managed our Trello board and meetings. BEN GOLDSTEIN: The first official production meeting for BOUNDLESS 2020 was scheduled for May 31st, 2019. I just did the math , and there were 281 days between our first BOUNDLESS 2020 planning meeting and the date of the show.

Decision-making 126

Decision-making Media Meetings Internet 126

SmartKarrot

APRIL 27, 2023

AI notetakers are tools that can take notes and summarize the main points of a virtual meeting. You can utilize this time to focus on crucial tasks and carry the meeting forward. But if you use AI notetakers, they will make accurate transcriptions of the things said in the meeting. What Are AI Notetakers and How Do They Work?

Artificial Intelligence 10

Artificial Intelligence Customer Success Meetings Decision-making 10

Account Management Skills

MARCH 20, 2023

That is when this first part of the process starts it is that onboarding. So that there is not going to be any ambiguity they know how to call you when to call you when to expect meetings, when to expect reports. Is the sales team involved in that meeting? Just one quick question on that kickoff call.

Digitalization 52

Digitalization Account Management Decision-making Management 52

Hubspot Sales

OCTOBER 17, 2018

Creating educational videos to onboard new users (Wistia). Creating educational videos to onboard new users (Wistia). For video hosting platform Wistia, getting a video into a new user's account is the first important step in the onboarding flow. Growth Hacking Examples. Here, he explains how: Objective/Hypothesis.

Brainstorming 142

Brainstorming Co-Creation Media Onboarding 142

Hubspot Sales

AUGUST 21, 2023

Get your team together and brainstorm the various job titles that could be impacted by your solution. When your customer has reached this stage, they should be delighted with a painless onboarding process and friendly customer service options. Content research: Brainstorm content topics that include that keyword.

Marketing 98

Marketing Brainstorming Decision-making Advertising 98

SmartKarrot

JANUARY 21, 2021

Offering software as a service or product became necessary to make it affordable for companies to bring certain systems onboard. After coordinating development and meeting team needs as per the product strategic plan, it is necessary to introduce the product. SaaS or on-demand software goes back to the 1970’s. Marketing Information.

Management 11

Management Decision-making Stakeholders Customer Success 11

Hubspot Sales

MAY 3, 2024

Cut to 2024 , and I lean on ChatGPT to brainstorm use cases for products, concepts, or other ideas I’m writing about. Heck, you can even use it to take meeting notes. This is especially true when it comes to speeding up the onboarding process for new starters, which you can do by using Secoda for your documentation.

Small Business 72

Small Business Media Co-Creation Publishing 72