At SourceWhale, we recognize the importance of providing our customers with a fast and effective onboarding experience that focuses on achieving tangible results. In this blog, we will guide you through the onboarding process with our Customer Success team and highlight our commitment to delivering adoption, outcomes and an exceptional, ‘no filler and all killer’, experience. 

Ready to see how onboarding with SourceWhale works? Check out the video below.

What to expect 

We know that successful onboarding is key to unlocking the full potential of our platform. That's why we have designed a comprehensive onboarding process that caters to your business’s specific needs and goals. Here's what to expect:

Getting started 

1. Success planning 

Before onboarding, success planning plays a crucial role. It involves outlining clear objectives and goals, enabling us to proactively strategize for success. By identifying potential roadblocks we can offer tailored solutions and personalized support. It can also help us establish meaningful metrics and benchmarks to measure progress and ultimately, lays a solid foundation for a positive and fruitful onboarding experience.

2. Integration mapping 

We perform integration mapping to gain insights into your current systems and processes, guaranteeing a seamless transition and integration with your existing CRM/ATS, sourcing channel and data management tools. Through customized mapping, we ensure that data from the platform is smoothly transferred to your system of record. Additionally, your designated team admin will have the flexibility to choose how your data gets synced for improved data management and hygiene.

Your onboarding 

1. Launch session 

To kick off your team’s onboarding, we run a personalized launch session with your dedicated Customer Success Manager. Starting with a framework for success, we cover basics like: 

• Why did your team decide to use SourceWhale
• How we can organize your BD and Headhunting processes on the platform 

We will guide users through key features and functionality, ensuring they feel confident navigating and utilizing SourceWhale to help drive better engagement from BD and Headhunting activity. We support building outreach campaigns, from winning tactics in writing the initial message to impactful timing, channels and adding an audience, so they have access to all the tools and insights they need to hit the ground running.

2. Acceleration session 

Next up is the acceleration session. During this session, we’ll share industry best practices and data-backed recommendations we’ve gleaned from analyzing over 21 million pieces of outreach sent out across our platform. This means we ensure your team gets the best results from your BD and headhunting activity - and fast. We also ensure SourceWhale is effectively embedded into existing workflows. From automated to-do’s to help structure each day to capitalizing on the benefits of AI, we help users organize and accelerate current processes to accelerate results. 

3. Ongoing support and communication 

SourceWhale takes pride in providing continuous support throughout your journey with us. After your users are up and running, we’ll run a team Q&A to make sure you get any initial questions answered, whilst running through any additional features you wish to explore. We can also take a deep dive into their campaigns to ensure they’re all set to generate the best results, based on industry best practices.

We will also never leave you hanging, as our dedicated customer support team is available 24/7!  We invest in multi-support channels including AI-driven FAQ responses, a comprehensive Help Centre and on-demand training on the platform. Your users also have the option to receive monthly coaching emails tailored to their activity. These deliver actionable insights and track important metrics like the number of meetings booked, the average number of steps in the multichannel approach, the number of weekly new contacts and much more.

4. Further resources 

It won’t just stop there, from quarterly insights webinars and personalized coaching emails, we’ll ensure you have all the information you need to supercharge results. Book a bespoke 1:2:1 coaching session with your Customer Success Manager at any point, so we can make sure you’re always on track to hitting your goals.

Delivering adoption, outcomes and experience 

At SourceWhale, we recognize that adoption, outcomes and experience are the three pillars of success for our customers. Here's how we deliver on each one:

1. Adoption

We are committed to ensuring a seamless adoption process for our customers. Our success plan and integration mapping allow us to understand your unique requirements and tailor our onboarding to meet your needs. By providing personalized training and ongoing support, we empower you and your team to embrace SourceWhale as an integral part of your workflow and tech stack.

2. Outcomes 

Your success is our ultimate goal. We work closely with you to define clear objectives and milestones that align with your business. Through regular check-ins and progress updates, we ensure that your team is on track to achieve the desired outcomes. Our platform is designed to streamline BD and Headhunting processes and drive tangible results for your organization.

3. Experience 

We believe that a positive user experience is essential for long-term satisfaction and loyalty. That's why we strive to provide an intuitive and user-friendly interface, backed by comprehensive training materials and ongoing support. Our customer-centric approach ensures that you and your team have the best possible experience while using SourceWhale, allowing you to focus on what matters most - driving better engagement, more meetings and higher revenue.