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Expertise

$1/min

Developing an Onboarding Process

New Arrival

Created 4 years ago in Business / Getting Started

I have helped build, test, develop, and improve onboarding processes for companies ranging from <$1 million in ARR (Annual Reoccurring Revenue) to companies that have surpassed $700 million in ARR. No matter if you're a new company that needs help building out an onboarding/implementation process from scratch, or an established enterprise client that is wanting to improve upon the process they already have in place, I can find the bottlenecks in your process that are inhibiting your ability to best serve your clients. I can identify the areas of opportunity, propose potential solutions, how to implement those solutions, and how to monitor it for success post-implementation.

Joel Fischer

Nashville, TN
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Early/Ex-Uber, SaaS start-up experience focused on process improvement/optimization, onboarding/implementation, client retention and training, and improving products. Also a foodie with a passion for the outdoors and movies. I've helped companies that have $0 in revenue that are just starting out build their SaaS product from the ground up, to decades old companies that bring in $700m+ in annual revenue implement an entirely new, company-wide onboarding process LinkedIn: https://www.linkedin.com/in/joelhfischer/ Career Highlights: - Across my career, I have successfully managed a combined $50m+ book of business across several SaaS industries - Launched Uber Eats in 10+ markets across the U.S. (Nashville, to Boston, to California) resulting in $30m+ revenue - One of the first implementors of the virtual/ghost kitchen in the entire U.S. - Link to Forbes about my work: https://www.forbes.com/sites/bizcarson/2017/12/20/from-virtual-restaurants-to-exclusive-pop-ups-the-new-war-in-food-delivery-is-in-the-kitchen/?sh=768151764a4c - Uber: Identified and acted upon areas of opportunity for SMB Growth, while also pioneering product/process improvements that benefited our restaurant partners, customers, and Uber - Developed, tested, and implemented the new standard onboarding process within CareerBuilder for the Staffing and Recruiting industry vertical, which was later rolled out company-wide. This new process successfully increased client retention, adoption, and satisfaction which ensures a high ROI for client's product suite Software Experience: Salesforce Microsoft Excel, PowerPoint, Word Google Drive (all tools) Zendesk Catalyst Insomnia Bandwidth Gainsight JIRA Slack Basecamp Mac + PC

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