Onboarding Tips & Tricks
In this lesson, you’ll learn simple tips to make onboarding smoother, from delegating questions to your team to using Autofill, Smart Alternatives, and understanding Semantic Keywords that ensure accurate inputs.
November 28, 2025
(0:09) Delegating
Learn how to delegate team members to different onboarding questions.
(0:24) Autofill
See how the autofill tool works and how it can help provide accurate, complete information aligned with your company.
(1:22) 'i' Icon
Learn how the 'information' icon works.
(1:36) Word Count
Best practice on word count and how to write meaningful responses.
(2:10) Smart Alternatives
Guide on how to use smart alternatives to generate high-quality options based on best practices and B2B heuristics.
(2:42) Semantic Key Words
Learn the importance of semantic key words, and how to use them properly when onboarding.
