Peter Vander WallFounder driving creative community growth

One Change Fixed our Broken Onboarding

Name: One Change Fixed our Broken Onboarding
Uploaded: 2025-11-10T20:01:37+00:00
Duration: 25 s
Channel: Peter Vander Wall
Description: Short excerpt from a YouTube video by Peter Vander Wall titled "One Change Fixed our Broken Onboarding." The speaker describes a concrete operational…

10 Nov 2025 · 0 min

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Short excerpt from a YouTube video by Peter Vander Wall titled "One Change Fixed our Broken Onboarding." The speaker describes a concrete operational change: at the end of the sales call the team schedules the onboarding call immediately and tells the client they will send onboarding documents now, and requires those documents to be submitted before the scheduled onboarding call. This is presented as a way to eliminate multi-month delays in receiving documents, avoid operational lag, and achieve the first milestone quickly.

We had clients take months to get us those onboarding documents. It was awful. What we do now instead is at the end of that sales call, we go, okay, great. I'm going to send you some onboarding documents real quick. Let's schedule your onboarding call and then just make sure you have those documents submitted before we get to the onboarding call. So just structuring it like that, make sure you don't have that operational lag and people are able to get to that initial, win that first milestone, like, as quickly as humanly possible.