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WINGM Onboarding Experience: Insights & Improvements

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WINGM Onboarding Experience: Insights & Improvements

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! 


WINGM Onboarding Experience: Insights & Improvements
1

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

General satisfaction & expectations
WINGM Onboarding Experience: Insights & Improvements
2

Did the onboarding process meet your expectations?

General satisfaction & expectations
3

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

You may skip this question if not necessary.
WINGM Onboarding Experience: Insights & Improvements
4

Did the onboarding process take longer than you expected?

Process & speed
WINGM Onboarding Experience: Insights & Improvements
5

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

Process & speed
WINGM Onboarding Experience: Insights & Improvements
6

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

Information & communication
WINGM Onboarding Experience: Insights & Improvements
7

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

Information & communication
WINGM Onboarding Experience: Insights & Improvements
8

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
9

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

You may skip this question if everything went well.
WINGM Onboarding Experience: Insights & Improvements
10

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
11

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.
WINGM Onboarding Experience: Insights & Improvements
12

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

Quality & improvements
WINGM Onboarding Experience: Insights & Improvements
13

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

Quality & improvements
WINGM Onboarding Experience: Insights & Improvements
14

Which company are you representing?

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