BatchBook Blog

Archive for the “On-Boarding” Category

BatchBook: Now with Free Webinars!

Just a quick announcement from the On-Boarding deck:

Since the launch of our New Customer On-Boarding program, we’ve helped countless customers get their BatchBook account up and running in no time;but now we want to help even more. How is that possible, you ask? By offering free, information packed webinars to all customers.

Our first webinar is called “Using BatchBook for Fun and Profit”. It will cover all of the basics that you need to know in order to have a fun and productive BatchBook experience, which in turn means a fun and productive business! The webinar will be on January 30th at 2pm EST. It should run about 45 minutes, with a 15 minute question and answer session at the end.

If you’re interested in attending, please send an email to me to onboarding@batchblue.com and I’ll add you to the list. We look forward to helping you get organized in 2009!

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Upcoming Webinar: Using BatchBook for Fun and Profit

It’s 2009 and like many of you, we’re getting our virtual house in order. One of the things we’ve wanted to do for a while is provide webinars for our new customers. Oh sure, we’ve got killer screencasts and the best darn Customer On-Boarding Specialist anyone could ask for; this will be just another great tool in your arsenal for learning to better manage your contacts using BatchBook.

We know that even with the best intentions, getting started can feel overwhelming. We want to give our folks every chance to succeed. It’s fun once you get into, really! And so useful — every day I’m amazed at the cool stuff I can do with my BatchBook account.

Our first webinar is scheduled for Friday, January 16th at 2pm EST. It will cover the basics of using BatchBook, including importing, adding and editing contact information, logging communications, creating To-Dos and using Lists & Reports. Since this will be our first ever webinar, there may be a few kinks to work out. But we expect to cover a lot of ground PLUS you’ll have the undivided attention of folks who want to help you all for the low low cost of…free!

If you would like to be a part of our inaugural On-boarding webinar, please drop a quick note with your name and email address to onboarding@batchblue.com. We’ll send you a meeting invite with complete information within the next few days.

We’re very much looking forward to all that 2009 is going to bring. Thank you for being a part of it.

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Chief Customer Service Officer

For the past week I have been serving as BatchBlue’s CCSO (Chief Customer Service Officer). It is a rotating position here at BatchBlue – every person in the company wears this hat for 1 week every other month or so. The rest of the time I serve as the company’s President, but for this week the CS hat goes on top. And I must say, it is such a rewarding job.

Customer inquiries come into BatchBlue in a myriad of ways; the “support@” e-mail address, general e-mails from the website, forum posts, our toll-free phone number, blog comments (ours and others), tweets, On-Boarding requests (the BatchBlue version of new customer orientation), and our Get Satisfaction account. When we started the company, we always knew that customer service is the top priority. Much of the BatchBlue staff were professionally raised at the start-up Amazon.com whose customer service approach is legendary. In those early days of Amazon, all employees were required to start on the customer service front lines, as a quick-start way to get to know the product and company they were now serving. We’ve taken a similar approach here at BatchBlue and each spend time rocking the customer service cradle.

Happily, this rotation gave me a chance to correspond with some veteran BatchBook users. Folks were digging into the rule settings of their e-mail software to maximize messages sent using BatchBox e-mail forwarding, they were using the import wizard to build out their SuperTags fields and some even sent in suggestions for advanced integration. There were a few problems, but the tech team addressed them quickly and the conversations soon turned to some product feature brainstorming and “did you get a new iPhone, yet?” (which, by the way I haven’t – I am the only BlackBerry holdout in the company).

If you have a good product, a responsive team and smart customers, then spending a week answering their e-mails and calls is a fun exercise in product familiarization (I always learn something new about BatchBook when I look at it through someone else’s lens), market research (who better to help you decide on new features than the folks actively using it), and friend building (even with iPhone users). Customer service is the greatest privilege of this business owner. Can’t wait for my next turn.

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Customer On-boarding: Fly the friendly BatchBlue skies

I have some exciting news that I want to share with you about a new service we’re providing here at BatchBlue: the New Customer On-Boarding program.

But first, let me tell you that I love to travel. I hop on a plane every chance that I get. While in flight, I always catch myself daydreaming about the glamorous lifestyle of the flight attendant. It’s a pretty romantic vision I’ve got: jet-setting to the Riviera; elegantly serving cocktails to well rested, well-dressed customers, my hair and makeup flawless. Did I make a wrong career choice by not attending flight school?

No way, because here at BatchBlue, I’m the newly appointed Customer On-Boarding Specialist! I’ll be providing a service to our brand new paying customers and it’s more than just a half a can of soda and a bag of peanuts.

Two hours free consultation

When you sign up for a new Navy, Royal, Deep Blue or Indigo account, you’ll receive two free hours of consultation with me.I’ll be at your service to answer any questions that you may have about setting up your new account – whether it be adding a contact, creating lists and reports, or tagging contacts. I’m also available to help with the very important first step of importing your contacts and populating your new BatchBook account. I want to make your transition to BatchBook as smooth as possible: there should be no turbulence whatsoever.

Once your BatchBook is up and running, you may experience that same sense of calm that you get when you hear your pilot say: ‘There is only blue sky ahead and we will be arriving at our destination on time.’ In this case, your destination is organization!

In conjunction with this new service, we have also added a new On-Boarding page to our website that’s full of information for new customers. Please check it out and let us know what you think about the new program.

I’m excited to be at your service.To sign up for the program, please write to onboarding@batchblue.com and we’ll add you to the flight schedule.

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