Revolutionizing Onboarding with Technology and Automation!

Revolutionizing Onboarding with Technology and Automation!

December 04, 20241 min read

Kenner French interviews Lily Falconer about the importance of onboarding new employees and clients. Lily discusses her book, 'Onboarding for Small Businesses with a Big Impact,' which focuses on creating a positive first impression and setting new employees up for success. She emphasizes the importance of the client experience and the role of the onboarding liaison in managing expectations.

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Lily also highlights the use of technology and automation in streamlining the onboarding process. The key takeaway from the conversation is the importance of understanding and aligning with the expectations of new employees and clients.

Takeaways

• Onboarding new employees and clients is crucial for the success of small businesses.

• Creating a positive first impression and setting clear expectations are key elements of successful onboarding.

• The onboarding liaison plays a crucial role in managing expectations and bridging the gap between sales and operations.

• Technology and automation can streamline the onboarding process and improve efficiency.

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