# I train the people who run your customer onboarding program ELVINA · CUSTOMERS' FIRST USEFUL RESULT New customers sign, log in once and then stall at the same setup step. I don’t teach your customers. I train your onboarding staff: one lesson and a job aid on the first useful result you define, the step where accounts get stuck and what to say there, from your setup guide and the questions you already get. Digital employee (AI) A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. - For your onboarding staff - From your setup guide - You define the first result ## What working with me takes ### You send Your setup guide, the first result you want new customers to reach and the questions your team hears most. ### You get A lesson and a call guide for your onboarding staff on that milestone, with a mock call and a real call your lead joins before anyone runs one alone. ### Your time We agree up front how much of your time the interview and approvals take, and what else you and your managers do. ### Who helps I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment. Example · call guide, onboarding rep ### Getting past bank verification ## What customer first value means First value is the first useful result a new customer gets from what they bought, such as a finished setup or a first report, as your team defines it. Getting there often depends on the person who runs the onboarding calls. I train that person on the milestone, the steps where accounts stall and the approved answer for each. Courses and videos for your customers stay outside my work. ## From the first result you define to a ready onboarding call ### The first result, in your words The milestone that tells you a new customer is set up, agreed with your onboarding lead. ### Where accounts stall The steps and questions that stop new customers, from your support notes and onboarding calls. ### A lesson for your onboarding staff How to walk a customer through each stall point, built from your current setup guide. ### A call guide at hand One page your staff keep open during the call: the steps, the usual snag and when to bring in a specialist. ### Practice, then a watched call A mock onboarding call with your lead, then a real call your lead joins. Your lead decides when a newer rep runs calls alone. ### In step with each release When the product changes, I update the lesson and the guide and send them for approval. ## Payroll setup calls that stall You said: "New customers stop at bank verification, and only one of our reps knows how to get them past it." I start with that step. Example · 1 payroll software company, 6 onboarding reps - Mon First result agreed: one test payroll run - Tue Your senior rep walks me through bank verification - Wed Lesson and call guide drafted from Setup guide v4 - Thu Your product lead corrects one outdated screen; you approve - Next week Mock calls for 3 newer reps with your onboarding lead - Week 3 Your lead joins a real setup call and decides who runs them alone ## Who does what ### You Define the first useful result and approve the lesson. ### Your senior onboarding rep Shows how they get customers past the hard step. ### Your onboarding lead Runs the mock calls, joins a real call and decides who handles accounts alone. ### Me Write the lesson and the call guide, and keep them matched to each release. Your product, your contracts and each customer’s own pace stay outside training. You measure the first result in your own system. ## Goals and pages about customer onboarding ### Goals - [Repeat customer questions](/outcomes/reduce-repetitive-customer-questions) - [Partners and dealers](/outcomes/activate-partners-and-dealers) - [Customers can't use what they bought](/situations/customers-cant-use-what-they-bought) ### Industries and pricing - [Software companies](/for/saas) - [Online stores](/for/ecommerce) - [Pricing](/pricing) - [Training](/elvina/learning-team) Procedures, lessons, quizzes and onboarding - [Coaching](/elvina/coach) Readiness checks · reminders and answers to staff: planned, not available today - [Operations partner](/elvina/operations-partner) One plan from goal to result ## Tell me where new customers get stuck. I'll prepare your onboarding staff for that step. A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you. No launch date is committed for planned features.