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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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”Growth Gears: Accelerating Revenue Team Success” is the only podcast that seamlessly bridges the gap between marketing, sales, customer experience, and other teams involved in revenue generation. Our holistic approach to revenue growth transcends traditional organizational silos and areas of specialization, which delivers highest-quality results. By integrating insights across multiple domains, we equip revenue teams with a unified strategy and constant upskilling, ensuring a cohesive and c ...
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In this episode, we dive into how to streamline the handoff process from marketing qualified leads (MQLs) to sales qualified leads (SQLs). We discuss common pitfalls such as vague lead qualification, misaligned messaging, and the lack of a feedback loop between marketing and sales. Learn how to ensure that leads are accurately qualified—with clear …
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In this episode, we explore strategies to identify and fix drop-off points in your marketing funnel, ensuring higher conversion rates at every stage. We dive into common mistakes across the awareness, interest, and decision stages and share practical tips on optimizing messaging, user experience, and follow-up tactics. In this episode, you’ll learn…
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In this episode, we explore how account-based marketing (ABM) funnels flip the traditional funnel approach. Instead of casting a wide net, ABM targets specific accounts and decision-makers, tailoring outreach to meet their unique needs. We discuss how this focused approach changes each stage of the funnel and what it means for conversion, measureme…
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In this episode, we explore how to simplify and scale your marketing funnel by removing unnecessary complexity and focusing on what truly works. We discuss the pitfalls of overcomplicating your funnel, the importance of focusing on one channel, and using data to optimize every stage of your funnel. In this episode, you’ll learn: Simplify Your Funne…
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In this episode, we explore how aligning your marketing and sales teams can drive better collaboration, improve lead qualification, and increase revenue. We discuss common challenges in misalignment and practical solutions to create a seamless buyer journey. In this episode, you’ll learn: Why Misalignment Happens – The biggest disconnects between m…
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In this episode, we break down the key points of optimizing your marketing funnel—identifying drop-off points, improving conversion rates, and ensuring a seamless journey from lead to revenue. We explore strategies to nurture leads effectively and continuously refine marketing efforts for better results. In this episode, you’ll learn: Common Drop-O…
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In this episode, we dive into how marketing can be a true growth engine, shifting from a cost center to a revenue driver. We explore the balance between short-term and long-term strategies, the financial metrics that matter, and how to align marketing efforts with business goals for maximum impact. In this episode, you’ll learn: Marketing as a Busi…
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In this episode, we explore why marketers need to move past vanity metrics and focus on revenue-driven KPIs. We dive into identifying which metrics truly impact revenue and how to leverage data to optimize the entire marketing funnel—from awareness to conversion—and prove ROI, even in long sales cycles. In this episode, you’ll learn: Identifying Re…
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In this episode, we wrap up our series on automation and holistic marketing by exploring the future of automation and the irreplaceable role of human creativity in marketing. We dive into how AI and automation are reshaping the marketer’s role—taking care of repetitive tasks and data analysis so you can focus on crafting compelling narratives and h…
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In this episode, we tackle the pitfalls of fragmented marketing strategies and reveal how a holistic approach can transform your business. We dive into the red flags of disjointed efforts—from siloed teams and inconsistent messaging to wasted resources and missed revenue opportunities. Our discussion covers: Identifying Fragmentation: Learn the com…
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In this episode, we continue our deep dive into automation and holistic marketing, focusing on how AI-powered personalization can revolutionize customer engagement and conversion rates. We explore how AI-driven content and automation can create better customer experiences, increase conversions, and streamline marketing efforts—all while maintaining…
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In this episode, we kick off a brand-new series on automation and holistic marketing, exploring how to streamline processes without losing the human touch. We dive into smart automation strategies—identifying which repetitive marketing and sales tasks are ideal for automation, from email sequences and content scheduling to lead scoring and follow-u…
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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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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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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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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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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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Undeniably, even the most extraordinary product or service needs the right storyteller to showcase its magic. It's not just about creating something amazing; it's about creating demand in the face of the right audience in a way that captivates their imagination and compels them to experience the wonder for themselves. In this episode, we dive into …
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Ever felt like you're hunting for unicorns in a forest full of deer? That's what B2B lead generation can feel like. You know the perfect leads are out there, but they seem just as mythical and elusive. In this episode, we dive into some common B2B Lead Gen challenges, the importance of marketing and sales team alignment, personalized messaging, and…
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Ever felt like you're lost in a sea of competitors? Why isn't anyone paying attention? Tired of shouting into the void? B2B lead generation can feel that way. Despite having excellent services or products, getting them in front of the right people can be difficult. In this episode, we dive into how to navigate a sea of competitors with original qua…
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Ever felt like you're chasing shadows in the competitive world of B2B lead generation? It can be a wild ride, right? We've all been there. Pouring time and resources into marketing efforts that yield meager results. Imagine if we could see through these shadows... In this episode, we uncover how thought leadership serves as your torchlight. We'll e…
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Curious how to resolve some common challenges and mistakes in generating leads? In this episode, we debunk some common assumptions and dive into the world of B2B SEO and paid advertising strategies. Get insights on aligning your budget and getting buy-in from upper management with real examples and use cases from our clients to help fill your pipel…
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How do you turn the ship from the old way of doing things and turn your website into a lead generation machine? In this episode, we discuss the role of marketing and sales, diving into common beliefs and challenges our prospects and real-world clients are experiencing with strategies to excel in the modern B2B lead generation world. --- Send in a v…
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In the tightly regulated and highly-commoditized financial services marketing world, there are many challenges. But at O8, we believe that every challenge is an opportunity. This webinar will discuss the unique challenges faced by this market, as well as offer advice to help create a marketing framework that fends off competitors, appeals to digita…
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The best digital marketing team has the proper skill sets and strategies to accomplish organizational goals in the most efficient manner. You'll get insights and actionable practices that will help you select, structure, manage and inspire the perfect digital marketing team for your company. Note: This podcast audio was taken from a live video reco…
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This session will focus on our individual responsibility to address our bias as we seek to build on our common goals of safety, significance, and belonging. Note: This podcast audio was taken from a live video recording where images/dashboards were shared and explained onscreen. You can view the video version here: https://www.youtube.com/watch?v=1…
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Closed-Loop Marketing (CLM) gives marketers visibility to see the marketing efforts that lead to sales. It helps marketing teams measure which marketing campaigns are most successful, and why. In this podcast, we will take you through Closed-Loop Marketing and look at the role of CDPs, analytics, and marketing automation and how they help you close…
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2.9.21 In 2005, the original Google Analytics, known as “Urchin,” launched. Since then, there have been 3 new iterations. Classic in 2008, Universal in 2013, and now the latest, GA4! The O8 team gets into the nitty-gritty of GA4 on this episode of Digital Marketing Team Huddle. Note: This podcast audio was taken from a live video recording where im…
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11.17.20 In this episode of Digital Marketing Team Huddle, the O8 team discusses what to consider when making your digital marketing plans for 2021. The idea of planning for 2021 can be daunting. The reality is that we are still in the middle of this pandemic, and the factors that influence businesses are going to continue to evolve throughout 2021…
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8.4.20 In this week's Digital Marketing Team Huddle, the team has a problem-solving session answering listener questions. Listen to learn more about Google's updated "GMB" profile, eCommerce-friendly CMS options, building your own site vs. hiring an agency, Google Search rankings, offline conversions, and Drupal 8 & 9 migrations! --- Send in a voic…
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5.1.20 In this episode of Digital Marketing Team Huddle, our team discusses all things Drupal, including the impending migration from Drupal 7 to Drupal 8/9! *Please note this podcast was recorded when D7's EOL was scheduled for November 2021. However, given the impact of COVID-19 on businesses and budgets, the Drupal organization has extended this…
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6.16.20 Success comes when you have a steady, clear focus on what you want to achieve and you take steps every day to move towards it. Weekly (and daily and monthly) checklists help you to stay on track and keep your team aligned. We at O8 use several lists and we'll share a few with you on this episode of Digital Marketing Team Huddle! --- Send in…
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4.24.20 This episode of Digital Marketing Team Huddle discusses re-opening your business post-COVID-19. How should you re-engage with customers/clients? How should you approach the re-opening of your business? What should your digital strategy look like? --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/message…
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4.22.20 Budget is tight, so you need to cut costs and that means marketing. We'll advise you on the smart way to do so, without losing all of the progress of your marketing efforts thus far. Pulling back on marketing is not the way to go right now! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/message…
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