Onbo Qi - Troops

Users

Products

Onboarding

Qi Data

PG Specialist

Translate

Educate

Onboarding

Feedback Loops

Qi Context

Power User

Team User

Admin User

Buyer User

Qi for Product/Sales-Assist

Single User

New Users

New Use Case

Self-Guided

Sales Assist

Current Users

Primary Use Case

Automated

Semi Auto - H2H

Former Users

Former Use Case

Automated

Semi Auto - H2H

Self-Guided

Prod Onboarding

Orientation

Tours, Modals, Tips

Exploration

Documentation

Prod Adoption

Design

Import

Workspace

Collaboration

1. Qi Data

Intent Sequencing

Time Based

Event Based

Account Based

Intent Surveys

Sign Up

Onboard

SEQ Survey

Intent Support

Hot Topics

Keywords

Idea Clusters

Automation

Alerts

Triggers

Workflows

2. Team Value

Translate to Motivate

Ask for Clarification

Restate with Details

Confirm Understanding

Consult and Enable

1:Many Training

1:Few Demos

1:1 Deep Dives

TT Team Value

Admin Users

Power Users

Team Users

3. Team Adoption

Health Score

Team Usage

Team Outcomes

Onbo Qi Analytics

Grain.co

Quala.io

SentiSum

Onbo Qi North Star

Who

When

How Much

Onbo Qi Data

What

Why

Segment

Filter

Focus

How

KP / SV 2 - Qi Team

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In the initial stages of testing sales-assist, Steeve made the decision to compensate everyone on a 100% base structure. That way team members wouldn’t have to worry about variable commissions and could instead prioritize setting a strong foundation. He wanted to encourage feedback loops with product, marketing, billing and legal as well as documenting winning motions that made sense for the team. Individuals are rewarded based on team success, measured on a quarterly basis, rather than their own quota retirement.

Team

Loops

Documentation

KP / SV 3 - Qi Motion

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One counterintuitive winning motion at Zapier came from creating a feedback loop between customer support (called Customer Champions) and sales-assist. With support being on the frontlines interacting with thousands of users, Zapier looked for ways to pass relevant accounts from support to sales-assist. That needed to happen in a natural way; Zapier didn’t want users to feel artificially pressured or upsold. The company now generates a steady stream of Support Qualified Leads eager to talk to sales.

Support

S / Assist

Qi

KP / SV 1 - Qi Under

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Step 1 - Understand the customer journeyBefore jumping to a solution, Steeve wanted to gather more data and talk to customers who were experiencing friction. He became Zapier’s first sales rep, a role Steeve held for about six months. His first objective was to learn as much as possible about the upmarket customer’s buying process:Why weren’t they comfortable self-serving into the product?How do they go through the process of buying a product like Zapier? What approvals were required?How did they need to purchase a product like Zapier? Could they use a credit card?Where did customers get stuck or have questions?He discovered things that might seem intuitive for traditionally sales-focused companies. Some folks had to go through several layers of approval and struggled to navigate that on their own. Others were hesitant to put $7,000+ on a credit card and wanted a different billing mechanism. And some just wanted to talk to someone at Zapier to make sure they would be supported through implementation and beyond.

Friction

Activation

Adoption