Onboarding Resources

Overview of questions and what we’ll discuss during the conversation

The primary focus for the conversation is to understand your experience before, during and after working with your provider, and how you would summarise the value and impact. 

You are not expected to ‘promote’ the provider, or say anything scripted, pre-prepared, or that you don’t want to.  Instead, simply use your own words to describe your personal experience.

You will be guided through answering a selection of the below questions, one at a time – so do not feel you need to say everything in one go.  You may not necessarily be asked all questions, so do not feel you need to memorise or have an answer for every one.

If at any point you want to skip a question, to re-do your answer, or to veto something you’ve said – this is totally fine.  Simply say so during the video call itself. 

The exact questions will be tailored to the industry/sector of the project/work you engage with and your answer on the day, but will always follow the general structure and order outlined below:

1. Setting the Scene:

  • Who you are, where you’re based, and what you do (very briefly – 1-2 lines is fine)
  • When and how you first came across the provider you worked with

2. Your experience before working together:

  • What were your challenges, situation, or unfulfilled opportunities before working with the provider?
  • What was the negative impact or consequences of these challenges on you/your work/your life?
  • Why was now the time to address these challenges, and why did you choose the provider?
  • Did you have any reservations or objections before starting to work together?

3. Your experience while working together:

  • In your own words, what was the product/service you purchased, and what did this involve?
  • How would you describe the process?
  • How did you find working with your provider during this process?

4. Your key insights, milestones or learnings from the process (industry dependent)

  • What were the key lightbulb moments or key insights during your time working together?
  • What stood out for you about how they worked or what made them and/or the experience different from what you expected?

5. The impact since working together:

  • What impact did the work have on your project/work/challenge? (Industry specific)
  • What impact or benefit did it have on you personally? (Industry specific)
  • What is (or do you anticipate) will be the long-term impact?
  • Where do you think you would be if you hadn’t completed this work together
  • What’s next for you now and as a result?

6. Your insights and advice for others;

  • What would you say to someone struggling with similar challenges that you were?
  • What would you say to someone considering working with the provider?
  • What would be a likely reservation, and what would you say to someone experiencing it?
  • If you were to bottle the value you got from working with your provider, what would it be?
  • What, for you, makes the provider different/unique/special?
  • Looking back, how would you describe your before-to-after journey?
  • Anything else you’d like to say, or to say to your provider?