How to Determine If Customized Onboarding Is Right for Your Team

Shandi Michno

Launching a partner marketing program may seem like a daunting task. When you’re learning how to use new software at the same time, it can be a lot to take on. TUNE is here to help! 

In my first post, I covered a quick introduction to TUNE Onboarding. In this post, I’m sharing a few tips on how to decide if customized onboarding is a good fit. 

When to Use Onboarding 

Do you have a new affiliate program, or are you looking to refresh a current program? These are common trends that lead many of our customers to add onboarding to their account. (Onboarding comes included with our Scale plan and select Custom plans.)  

Throughout my years in SaaS customer success, I’ve seen three main scenarios that usually signal a need for customized onboarding:  

Starting a New Program  

When starting a new program, most users seek guidance for: 

  • optimized setup and platform strategy 
  • direction for how best to use new tools  
  • recommendations on platform use  
  • strategies for long-term success  
Looking for More Education  

Sometimes, individuals who are using a platform feel they are not fully taking advantage of it. These users: 

  • want to optimize platform use  
  • need additional help on tools  
  • are looking for advanced training 
Optimizing an Existing Program  

If a program hits a plateau, or a business wants to pursue new opportunities or markets, many users request additional assistance to: 

  • discover proven methods to improve setup 
  • master advanced tools and reporting  
  • receive partner onboarding recommendations  

Benefits of Saying Yes to Onboarding  

Plenty of existing clients have seen the success of growth by taking advantage of TUNE Onboarding. You can check out our customer stories to see how brands like Credit Sesame grew their revenue and customer base by switching to TUNE. Or, head over to my previous post to read some testimonials about our onboarding program.   

The Best Next Steps  

If you feel any of the above describes your position, added onboarding might be the best fit to help your program grow. Feel free to reach out to me, Shandi Michno, at [email protected] with any questions or for more information on how our onboarding team can help your business succeed.  

Read the rest of the TUNE Onboarding Series

A Quick Introduction
What to Expect During the First 30 Days
How Onboarding and Customer Success Teams Work Together
How to Get Ahead Before Onboarding Starts
Supporting Long-Term Success After Launch

Shandi Michno

Shandi is the Senior Product Onboarding Manager at TUNE, with a background in digital marketing and leadership. Shandi received her bachelor’s degree in Business Management from Florida Atlantic University where she first found her passion for marketing. After living in Florida and outside of New York City, she came back home to the beautiful State of Montana with her husband and kids. You can find her hitting the Peloton, exploring the outdoors, or enjoying family movie night with a slice of pizza.