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Fix Customer Onboarding and Stop Revenue Leaks - Srikrishnan Ganesan
Manage episode 485605808 series 2886265
Episode Topic: Srikrishnan Ganesan of Rocketlane joins PayPod to explore how modern fintech companies can stop the bleeding from inefficient operations. From delayed onboarding to inadequate project visibility, Sri unpacks why traditional workflows are no longer enough—and how tools like Rocketlane plus AI-driven automation can give your team a real edge.
Lessons You’ll Learn:
Why customer onboarding directly impacts revenue and retention
How to prevent team burnout with better process management
The role of time tracking in financial planning and hiring
How AI automates documentation, staffing, and communication
Why metrics like utilization and time-to-value matter now more than ever
About Our Guest: Srikrishnan Ganesan is the Co-Founder and CEO of Rocketlane, a SaaS platform redefining customer onboarding and service delivery. A second-time founder and early employee in multiple startups, Sri has led Rocketlane to become a standout in the world of post-sale operations, focusing on improving internal efficiency, customer experience, and team productivity.
Topics Covered:
Revenue leakage from poor onboarding
Employee burnout from unmanaged project backlogs
Time tracking without the hassle
AI for project delivery automation
Operational metrics that actually move the needle
Forecasting future staffing and budgets with data
436 episodes
Manage episode 485605808 series 2886265
Episode Topic: Srikrishnan Ganesan of Rocketlane joins PayPod to explore how modern fintech companies can stop the bleeding from inefficient operations. From delayed onboarding to inadequate project visibility, Sri unpacks why traditional workflows are no longer enough—and how tools like Rocketlane plus AI-driven automation can give your team a real edge.
Lessons You’ll Learn:
Why customer onboarding directly impacts revenue and retention
How to prevent team burnout with better process management
The role of time tracking in financial planning and hiring
How AI automates documentation, staffing, and communication
Why metrics like utilization and time-to-value matter now more than ever
About Our Guest: Srikrishnan Ganesan is the Co-Founder and CEO of Rocketlane, a SaaS platform redefining customer onboarding and service delivery. A second-time founder and early employee in multiple startups, Sri has led Rocketlane to become a standout in the world of post-sale operations, focusing on improving internal efficiency, customer experience, and team productivity.
Topics Covered:
Revenue leakage from poor onboarding
Employee burnout from unmanaged project backlogs
Time tracking without the hassle
AI for project delivery automation
Operational metrics that actually move the needle
Forecasting future staffing and budgets with data
436 episodes
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