GUIDE RECOMMENDATIONS FOR

Enrollment123
Optimizing Payments
Recommended because: Greg can help Enrollment123 understand whether it's getting the most out of its $1B+ in transaction volume.

Optimizing a Payments Processing Partnership

Greg Myers is a payments ecosystem expert and the host host of the Monetize your Payments podcast. In this guide, he outlines the different types of payment processor relationship options available to software companies, along with the risks, benefits, and considerations that come with each.
Greg Myers
Greg Myers
Developing Strong Sales Presentations
Recommended because: Amyra can help Enrollment123 think about how to ensure that all sellers can give solid demos.

Developing a Strong Demo Practice

Amyra Rand is the Vice President of Sales at Ziflow, and has previously held sales leadership roles at Criteria Corp, Kareo, HireRight, and Sage. In this guide, she discusses how she’s seen close rates improve 30% with a demo certification process, and lays out how teams can build strong demo practices at any deal size.
Amyra Rand
Amyra Rand
Tuning LinkedIn Advertising
Recommended because: Anthony can help you evaluate whether it's possible to zero in on your ideal prospects (and exclude non-targets) with LinkedIn.

LinkedIn Advertising and Prospecting

Anthony Blatner is the founder and Chief Advertising Officer of Speedwork Social, an agency specializing in B2B LinkedIn advertising. In this guide, he advises on when to use LinkedIn advertising, when to use Sales Navigator prospecting, and how to make marketing dollars go the furthest given the expense of LinkedIn as a channel.
Anthony Blatner
Anthony Blatner
Improving CS and Onboarding
Recommended because: All of these guides will be useful as Enrollment123 builds out its CS function; Donna's will be the most relevant for thinking about onboarding and services.

Codifying Your Company’s Customer Success Playbooks

Kristi is currently the VP of Customer Success at ClientSuccess and has previously led the function at IntelliShift, BetterCloud, and Sisense. Her specialty is scaling customer success at hyper-growth companies on their way to $100M in ARR. In this playbook, she explains how CS teams can craft repeatable playbooks to handle common scenarios. She lays out four families of CS playbooks: risk, expansion, lifecycle, and objectives.
Kristi Faltorusso
Kristi Faltorusso

Developing a Customer Onboarding Process

Donna Weber is President of Springboard Solutions, a boutique consulting firm specializing in customer onboarding. She previously built out customer success and customer enablement organizations at SugarCRM and Jaspersoft. In this guide, she dispels the notion that onboarding is just implementation and shows how education, enablement, and support should be woven into onboarding to help new customers see value and succeed quickly.
Donna Weber
Donna Weber

Managing a Customer Success Team

Boaz currently serves as Chief Customer Officer at Talech and has previously led customer success at OpenGov, Mashery, newScale, and FreeMarkets. In this guide, he discusses the role of Customer Success, how to structure a CS team as a company grows, and what metrics to track to measure success.
Boaz Maor
Boaz Maor

Get full guide access and 2 test calls with a $480 trial

How do you use OneGuide?

Browse guides

Access the full library of go-to-market guides covering marketing, sales, customer success, monetization and partnerships

Set up 1:1 calls

If you find an advisor you want to consult with, schedule a 60-minute call to discuss your company’s specifics

Engage ongoing advisors

If you click with an advisor, set up a monthly advising arrangement to meet with them regularly

Want to see more?

Read full guides from these experts with a free trial.

Get Guided

Sign up for our newsletter

Scroll to Top

Get free guide access for 30 days