Recap: Pacific Lake Roundtable on Developing a Customer Onboarding Process
April 21, 2022
EVENT RECAP
Moving From Revenue Technology 1.0 To Revenue Technology 2.0
Said Mussa is the founder of Cepture.io, helping B2B companies grow through revenue technology. In this guide, Said walks through how to transition your organization from revenue technology 1.0 to 2.0, including tools that can help, key practices to install in your revenue org, and metrics to measure success.
Leveraging a Fractional Finance Team
David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.
Improving Hiring Efficiency With Highly Predictive Applicant Screening Questions
Keith Hulen is the CEO of SmartRank, a tool that helps hirers stack-rank and filter job applicants without using a resume. Keith has a lot of passion around this subject as he felt the challenges and pains first-hand by personally hiring hundreds of candidates over the past two decades. In this guide, Keith walks through creating incisive applicant screening questions, building a scoring model to help sort applicants, and using screening responses for better interviews.
Leveraging AI in SEO
Samantha Torres is the Chief Data Officer of The Gray Dot Company, an SEO and Data Consulting Company. Samantha has more than 10 years of SEO experience optimizing SEO at 90+ B2B and B2C companies. In this guide, Samantha walks through how to leverage AI to improve your SEO and content strategy, and the implications of generative AI tools on SEO.
Managing Employee Performance
Carly Guthrie is the Founder of Guthrie HR Consulting, an advisory firm through which she’s worked with 25+ startups backed by firms like First Round, Google Ventures, a16z, Accel, and Greylock. In this guide, Carly walks through managing employee performance through 1:1s, ad-hoc feedback, and performance reviews.
Planning and Executing a Company Offsite/Retreat
Valerie Rivera and Lauren Grimshaw of Take Back Work are experts at designing and facilitating high-impact and fully customized executive leadership retreats, company offsites and team summits, both in person and/or virtual. They’ve helped companies plan and execute dozens of offsites and retreats in locations around the world. In this guide, Lauren and Valerie walk through planning and executing an offsite, including logistics, building an offsite agenda, and ensuring learnings stick.
YOU MAY ALSO BE INTERESTED IN
Moving From Revenue Technology 1.0 To Revenue Technology 2.0
Said Mussa is the founder of Cepture.io, helping B2B companies grow through revenue technology. In this guide, Said walks through how to transition your organization from revenue technology 1.0 to 2.0, including tools that can help, key practices to install in your revenue org, and metrics to measure success.
Leveraging a Fractional Finance Team
David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.
Improving Hiring Efficiency With Highly Predictive Applicant Screening Questions
Keith Hulen is the CEO of SmartRank, a tool that helps hirers stack-rank and filter job applicants without using a resume. Keith has a lot of passion around this subject as he felt the challenges and pains first-hand by personally hiring hundreds of candidates over the past two decades. In this guide, Keith walks through creating incisive applicant screening questions, building a scoring model to help sort applicants, and using screening responses for better interviews.
