WINGM Onboarding Experience: Insights & Improvements

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The onboarding process at WINGM begins from the first discovery meeting with a potential customer and continues until they are fully operational and integrated with our services. It is designed to ensure a smooth transition, clear expectations, and a structured approach to helping customers achieve their goals efficiently.

This process includes several key phases:

1. Initial discovery & strategy meetings – Understanding the customer's needs, defining goals, and building the business case.

2. Follow-up discussions & commercial negotiations – Refining the proposal, addressing concerns, and aligning expectations.

3. Contract signing & handover to operations – Ensuring a smooth transfer of information and responsibilities.

4. Kick-off & onboarding implementation – Setting up workflows, integrating systems, and providing initial support.

5. Ongoing check-ins & optimizations – Ensuring customer success, addressing challenges, and identifying growth opportunities.

With your feedback, we aim to refine and enhance this process to make it even more effective.

Now, let’s dive into the survey!

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WINGM Onboarding Experience: Insights & Improvements

On a scale of 1 to 5, how satisfied were you with the onboarding process at WINGM?

General satisfaction & expectations

1 - Very dissatisfied (The process was unclear, slow, or frustrating)

2 - Somewhat dissatisfied (Some steps were confusing or took too long)

3 - Neutral (Neither positive nor negative, but room for improvement)

4 - Satisfied (Generally smooth process with minor issues)

5 - Very satisfied (Everything was well-organized and efficient)

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WINGM Onboarding Experience: Insights & Improvements

Did the onboarding process meet your expectations?

General satisfaction & expectations

Yes, completely (Everything was as expected or better)

Partially (Some expectations were met, but there were gaps)

No, not at all (The process did not meet expectations – please explain in the next question)

If applicable, please provide details about which expectations were met or not met.

You may skip this question if not necessary.

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WINGM Onboarding Experience: Insights & Improvements

Did the onboarding process take longer than you expected?

Process & speed

Yes, significantly longer (The delays were noticeable and impacted my experience)

Yes, slightly longer (Some steps took longer than expected but were manageable)

No, it was exactly as expected (The process moved at a reasonable pace)

No, it was faster than expected (The process was quicker than anticipated)

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WINGM Onboarding Experience: Insights & Improvements

Are there any specific steps in the onboarding process that you think could be faster or more efficient?

Process & speed

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WINGM Onboarding Experience: Insights & Improvements

Did you always have clear information about the next steps in the onboarding process?

Information & communication

1 - Not at all (I often felt lost or unsure about what was next)

2 - Rarely (Some steps were unclear, and I had to ask for clarification)

3 - Sometimes (Most of the process was clear, but there were a few gaps)

4 - Mostly (I had clear information for most of the steps)

5 - Completely (Everything was well-communicated and transparent)

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WINGM Onboarding Experience: Insights & Improvements

When/If you lacked information during the onboarding process, what specific details or guidance would have helped you feel more informed?

Information & communication

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WINGM Onboarding Experience: Insights & Improvements

How smoothly did your transition from the Sales team to the Onboarding team go? (Consider the completeness of the information, clarity of agreements, and efficiency of the transition).

Transition between phases

Very poor – A lot of information was missing, and the transition was confusing

Poor – Some things were clear, but there were many open questions

Neutral – The basics were covered, but there was room for improvement

Good – The handover was mostly clear and structured

Excellent – All relevant information was immediately available and applicable

Please provide details on what worked well and what could be improved.

You may skip this question if everything went well.

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WINGM Onboarding Experience: Insights & Improvements

To what extent did the onboarding process prepare you for the execution phase? (Consider the clarity of expectations, available resources, and collaboration with the Operations/onboarding team).

Transition between phases

Not at all – The transition felt abrupt, and there was insufficient preparation

Poor – There were still many uncertainties, and expectations were unclear

Neutral – The basics were covered, but the transition could have been smoother

Good – The handover was clear and provided sufficient guidance to get started

Excellent – The onboarding process perfectly aligned with the execution phase, with no uncertainties

What aspects of the onboarding process supported or hindered your transition into the execution phase, and how could it be improved?

You may skip this question if everything went well.

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WINGM Onboarding Experience: Insights & Improvements

Were there any steps in the onboarding process that you found unnecessary? (Please specify which ones and why)

Quality & improvements

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WINGM Onboarding Experience: Insights & Improvements

What aspects of the onboarding process did you find particularly helpful and should definitely be retained? (Share what worked well for you!)

Quality & improvements

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WINGM Onboarding Experience: Insights & Improvements

Which company are you representing?

Please provide the name of your company so we can better understand your industry and needs.

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WINGM Onboarding Experience: Insights & Improvements

Thank you for your feedback!

We truly appreciate you taking the time to share your thoughts on our onboarding process. Your feedback is invaluable in helping us refine and improve our approach to ensure the best possible experience for our clients.

If you have any additional insights or suggestions, feel free to reach out to us.

Thanks again for your time and input!

— The WINGM Team 🚀

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