tyler-smith.com · Questions & Answers

Our customer onboarding process for enterprise clients is a disaster, leading to churn. Sales claims their job ends at the contract, Operations says they only handle product setup, and Customer Support says they only handle post-launch issues. Nobody wants to own the actual Client Onboarding seat on our Accountability Chart. How do we force ownership of this critical gap?

When a critical business function is ignored because nobody wants to own it, you have a structural gap on your Accountability Chart. In EOS, we do not let operational friction dictate accountability. If a seat is essential to your business model, it must be defined, placed on the chart, and owned by one person.

Start by pulling the leadership team together to map the customer journey. You must identify exactly where the handoffs are failing. Client onboarding is a distinct operational phase: it requires technical setup, client training, and expectation management. Do not leave this scattered across sales, operations, and support.

Create a dedicated Client Onboarding seat on your Accountability Chart. Write five clear, high-level roles for this seat. Typically, these include launching client accounts, training client teams, resolving early technical hurdles, tracking time-to-value, and handing off to customer support.

Once the seat is defined, run GWC on your existing team members to see if someone can step into it. If your current team lacks the capacity or desire, the Integrator must temporarily own the seat, or you must hire externally. Leaving it empty or shared among a committee is not an option.

Category: Accountability Chart & Seats

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