It's almost time for me to climb down from my favorite tree and catch my flight for Onboarding World! But don’t worry, I’ve been diligently combing through the agenda to pick out the must-attend sessions so you don’t have to. Whether you’re looking to sharpen your skills or explore fresh insights in client onboarding, there’s something here for everyone. Let’s dive into my top picks!
Explorer Track: Illuminating Uncharted Territories in Client Onboarding
For leaders and experts ready to explore new frontiers, the Explorer Track offers advanced insights into the dynamics of client onboarding. Whether you’re looking to integrate cutting-edge AI technologies or elevate your strategies to reach bigger targets, these sessions will provide the tools and perspectives needed to navigate the evolving onboarding landscape.
AI from the Outside In
What’s all this AI buzz about? This session will guide you through seamlessly incorporating AI into your organization, transforming your onboarding process into a more efficient, futuristic operation.
Onboarding Horror Stories Dissected
Even the best-laid plans can face unexpected challenges. This moderated panel will explore real-life onboarding hurdles, providing expert strategies to navigate pitfalls and ensure seamless execution.
Onboarding for Success
Step up your game with insights from Jarvis Harris, Head of Customer Success and Renewals at Xactly Corporation. Learn how to onboard clients for success, not just go live, and turn challenges into opportunities for success.
Practitioner Track: Deepening Your Expertise
For those ready to elevate their expertise with practical, actionable insights, the Practitioner Track delivers a hands-on approach to client onboarding. From mastering change management to leveraging key metrics, these sessions are designed to equip you with strategies you can implement immediately, helping you execute with confidence.
Best Practices for Change Management
This session will equip you with empathetic, client-centered strategies for guiding clients through change. Learn how to foster excitement and engagement as clients adopt new technologies and solutions, ensuring a smooth and positive transition throughout the onboarding process.
Beyond Onboarding - Client Success and Support
Onboarding is just the start of the client journey. This session will guide you in creating seamless transitions between onboarding, client success, and support, ensuring that your clients experience consistent, long-term satisfaction and loyalty. Learn how to align your internal teams and processes to deliver a unified and cohesive client experience.
Did Somebody Say Metrics?
Metrics are crucial for driving success and aligning your entire organization with a clear direction and mission. This session will break down the key metrics that matter most to leadership, investors, onboarding teams, and the company overall, ensuring that your efforts are measurable, strategically impactful, and embraced across the board.
Innovator Track: Setuply Client Exclusive
Exclusively for Setuply clients, the Innovator Track is your ultimate destination. Tailored to give users of all skill levels an edge, these sessions feature hands-on workshops and fun challenges that will test your newly acquired skills.
Interactive Workshop - Client Experience Module
Roll up your sleeves and dive into the Client Experience Module. This hands-on workshop is focused on enhancing every client interaction, ensuring that each step of the journey is smooth, efficient, and stress-free.
Interactive Workshop - Data Staging and Integrations
Data is everywhere, but making it work for you is key. This workshop will guide you through the process of staging and integrating data seamlessly, keeping your onboarding processes as smooth as a sloth’s afternoon nap.
Power Users Faceoff: Build the Workflow Challenge
Are you ready to prove your Setuply skills and knowledge? In this interactive challenge, you’ll go head-to-head with other power users to build the most efficient workflow, informative dashboard, or the best report. May the strongest power user win!
See the full agenda here!
There you have it, folks! Whether you’re venturing into uncharted onboarding waters or perfecting your craft, Onboarding World has something for everyone. Make sure you book your hotel room soon if you haven’t already done so, and I’ll see you there!