FastDox

FastDox is a rapidly growing customer onboarding platform. Operating across multiple sectors, we provide document management and collection, e-sign and ID verification, AML checks and CRM software.

Business Development Manager - SaaS

Award Winning Digital Agency - Voted by Clutch
500,000,000 Views Generated for clients 
10,000,000 Emails Sent 
5 Million+ Followers Created 

Technical & Non Technical skillsets learnt and tested within Sales & Marketing across various niches. 

Tools used: HubSpot, Trello, Salesforce, Apollo.io, Monday.com, ClickUp, OneUp, ActiveCampaign, Google Ads, Facebook Ads, Bing Ads, Programmatic advertisement, Sales Funnel, ClickFunnels,  LinkedIn, Notion.io, ChatBot, Canva, Telegram, Instagram, TikTok, YouTube, WordPress, Slack, Discord, WeChat, Microsoft Teams, WhatsApp Business, Google Workplace, Stripe, Hootsuite, Xero, SAGE HR, Shopify, DocuSign, Creator Studio, Facebook Business Suite, LucidChart, UpWork, Fiverr, PayPal, ZoomInfo, SalesNavigator, Outreach.io, Calendly, Google Calendar, Hunter.io, PandaDoc, Loom, Lavander,io, Pipedrive, GoToMeeting, Crunchbase, Vidyard, Salesloft, Snov, Krisp, Chilli Piper, RocketReach, CloudCall, Lusha, ChatGPT, Copy.ai, SemRush, Builtwith, G2, Bombora, Apptopia, Gong, Leadfeeder, Quora, ProductHunt, Capterra, Clutch, Voila Norbert, MailTester,

Digital Agency Owner

Past Apparel

Ecom business - 5000+ Sales - 50,000 Followers 
Sold parts of the business 
Scaled with Digital Marketing, Automation and Customer Success strategies

Co-Owner PAST APPAREL

Experienced Technical BDM

Welcome to my LinkedIn profile! I am a sales funnel and business development geek with over 10+ years of experience in driving traffic and generating leads across various niches, from Bollywood to Blockchain.

I am proud of my 5-star reputation across the internet and my extensive list of satisfied clients with whom I have had the pleasure of working across both B2B and B2C industries.

I started my own digital agency and e-commerce business at the age of 16, and have since worked with countless companies to help them achieve their business goals. 

As a Business Development Manager for FastDox, I am currently using my expertise to help companies achieve successful customer onboarding with a state of the art software solution.

If you're looking to take your business to the next level, I'm here to help. Please feel free to reach out to me anytime to discuss how I can assist you in achieving your business goals. My contact details are listed below.

Email: Ben.Tilley@fastdox.co.uk 

Phone: 07546 144 673

Tools & Tech Stack Knowledge: 
HubSpot, Trello, Salesforce, Apollo.io, Monday.com, ClickUp, OneUp, ActiveCampaign, Google Ads, Facebook Ads, Bing Ads, Programmatic advertisement, Sales Funnel, ClickFunnels, LinkedIn, Notion.io, ChatBot, Canva, Telegram, Instagram, TikTok, YouTube, WordPress, Slack, Discord, WeChat, Microsoft Teams, WhatsApp Business, Google Workplace, Stripe, Hootsuite, Xero, SAGE HR, Shopify, DocuSign, Creator Studio, Facebook Business Suite, LucidChart, UpWork, Fiverr, PayPal, ZoomInfo, SalesNavigator, Outreach.io, Calendly, Google Calendar, Hunter.io, PandaDoc, Loom, Lavander,io, Pipedrive, GoToMeeting, Crunchbase, Vidyard, Salesloft, Snov, Krisp, Chilli Piper, RocketReach, CloudCall, Lusha, ChatGPT, Copy.ai, SemRush, Builtwith, G2, Bombora, Apptopia, Gong, Leadfeeder, Quora, ProductHunt, Capterra, Clutch, Voila Norbert, MailTester

P.s this LinkedIn Bio was written using AI :)

Five simple steps to customer success:

1. Understand Your Customer's Needs: The first step towards customer success is to understand the needs and expectations of your customers. You can achieve this by talking to them, conducting surveys, or analyzing their behaviour on your website or social media platforms. Once you understand their needs, you can tailor your products or services to meet those needs and exceed their expectations.

2. Provide Excellent Customer Service: Providing excellent customer service is crucial for customer success. Your customers should feel valued and appreciated, and their queries and concerns should be addressed promptly and efficiently. This will help you build a strong relationship with your customers and increase their loyalty towards your brand.

3. Build a Community: Building a community around your brand can help you create a sense of belonging among your customers. You can do this by creating social media groups, forums, or online communities where your customers can connect with each other and share their experiences. This will help you build a strong brand reputation and increase customer loyalty.

4. Measure Customer Satisfaction: Measuring customer satisfaction is important to understand how your customers feel about your products or services. You can do this by conducting surveys, using Net Promoter Score (NPS) or Customer Satisfaction Score (CSAT) metrics. This will help you identify areas where you need to improve and make necessary changes to enhance customer satisfaction.

5. Continuous Improvement: Customer success is an ongoing process, and you need to continuously improve your products or services to meet the changing needs of your customers. You can do this by staying updated with the latest trends in your industry, soliciting feedback from your customers, and investing in research and development. This will help you stay ahead of your competitors and maintain a loyal customer base.

#customersuccess #success #customersuccessmanagement 


Benjamin Tilley

Scaling a business is an exciting yet challenging endeavour. As a business grows, it becomes increasingly difficult to manage and control all aspects of the business manually. 

To achieve sustainable growth, a business needs to leverage technology and systems to automate and streamline its operations. In this article, we will discuss some strategies to help you scale your business using technology and systems.

1. Define your business processes: The first step in scaling your business is to identify your core business processes. Map out your workflows, document your procedures, and identify areas where you can automate and streamline your operations. By doing this, you will have a clear understanding of your business processes and identify areas where technology can improve efficiency.

2. Implement a CRM system: A Customer Relationship Management (CRM) system can help you manage customer interactions and relationships. It can automate sales processes, track customer information, and provide insights into customer behaviour. A good CRM system can also help you identify upsell and cross-sell opportunities, which can increase your revenue.

3. Use a project management tool: As your business grows, managing multiple projects and teams can become challenging. A project management tool can help you keep track of all your projects, assign tasks, and collaborate with your team. It can also help you monitor progress, set deadlines, and manage resources efficiently.

4. Automate your accounting and financial processes: Automating your accounting and financial processes can help you save time, reduce errors, and improve accuracy. Good accounting software can help you manage your accounts payable and receivable, track expenses, and generate financial reports. By automating your financial processes, you can focus on growing your business and making strategic decisions.

5. Embrace cloud technology: Cloud technology offers a range of benefits for businesses, including scalability, flexibility, and cost-effectiveness. It allows you to access your business applications and data from anywhere, at any time. Cloud-based software can also be customized to meet your specific business needs, and updates can be rolled out seamlessly.

6. Use analytics tools: Analytics tools can help you gain insights into your business performance, customer behaviour, and market trends. By using analytics, you can identify areas where you can improve efficiency, optimize your operations, and make informed decisions.

In conclusion, technology and systems play a crucial role in scaling a business. By automating and streamlining your operations, you can save time, reduce costs, and improve your overall efficiency. By implementing the strategies discussed in this article, you can set your business up for sustainable growth and success.

#scalingagile #scaleyourbusiness #scalingup 


Customer success is crucial for any business, but it's especially important for small businesses looking to grow and thrive. Providing exceptional customer service can be the difference between retaining customers and losing them to competitors.

As a 30-employee business, you may feel like you don't have the resources to provide top-notch customer success. However, by implementing a few simple strategies, you can make a big impact on your customers.

One strategy is to prioritize communication with your customers. Responding promptly to their inquiries and concerns shows that you value their time and are invested in their satisfaction.
Another strategy is to personalize your approach. Get to know your customers' needs and preferences, and tailor your interactions to them. This not only makes them feel appreciated but also increases the likelihood of repeat business.

Investing in customer success may seem daunting, but it's worth it in the long run. By prioritizing communication and personalization, you can set your business apart from competitors and build a loyal customer base. Give it a try and see the impact it can have on your bottom line!

#customersuccess 

4 tips for achieving successful customer onboarding and driving business growth:

1. Set clear expectations: Let your customers know what they can expect from your product or service. This includes what features they will have access to, how long it will take to get started, and what support resources are available.

2. Make it easy to get started: Simplify the onboarding process as much as possible. Provide clear instructions, helpful resources, and a user-friendly interface.

3. Personalize the experience: Tailor the onboarding experience to the specific needs of each customer. This can include customizing the product or service to meet their unique requirements or providing personalized support and guidance.

4. Measure success: Track key metrics like time-to-value and customer satisfaction to ensure your onboarding process is effective. Use this data to continually improve and refine your approach.

Remember, a successful customer onboarding experience can be a key driver of business growth. By setting clear expectations, simplifying the process, personalizing the experience, and measuring success, you can create happy customers who are more likely to stick around and refer others to your business.

#onboarding #customeronboarding #onboardingexperience 

If you're not prioritizing a successful customer onboarding process, you're missing out on a huge opportunity to drive growth and customer satisfaction.

Onboarding is the process of introducing new customers to your product or service and helping them become familiar with its features, benefits, and best practices. A well-designed onboarding process can improve customer retention, increase upsell opportunities, and drive referrals.

This means ensuring that your team is equipped with the tools and resources they need to deliver a consistent and high-quality onboarding experience to every new customer.

Some key components of a successful onboarding process include:
Personalization: Tailoring the onboarding experience to each customer's unique needs and goals

Communication: Providing clear and timely communication throughout the onboarding process

Education: Offering training and educational resources to help customers get the most out of your product or service

Feedback: Soliciting feedback from customers to identify areas for improvement and iterate on the onboarding process

By investing in a strong onboarding program, you can set your customers up for long-term success and foster deeper relationships with them. So don't overlook this critical aspect of the customer journey. Make it a priority for your sales team and watch the benefits roll in.

#onboarding #customersuccess #salesleadership #growthhacking

Customer onboarding is the process of guiding new customers through the initial stages of their journey with a business. It involves introducing them to the product or service, helping them understand its value, and providing support as they get started. When done effectively, customer onboarding can have a significant impact on a business's profits. In this post, we will explore how customer onboarding can help a business increase profits.

Reduce churn rates

One of the primary benefits of effective customer onboarding is that it can reduce churn rates. Churn is the percentage of customers who stop using a product or service over a given period. High churn rates can be a significant drain on a business's profits, as it means they are constantly losing customers and need to acquire new ones to replace them. Effective onboarding helps customers get started with the product or service and understand its value, which can increase the likelihood of them sticking around.

Increase the customer lifetime value

Customer lifetime value (CLV) is the total amount of revenue a customer is expected to generate for a business over their lifetime. Effective onboarding can help increase CLV by getting customers to use the product or service more frequently and for longer periods. By guiding customers through the initial stages of their journey, businesses can ensure that they are getting the most value out of the product or service, leading to more revenue over time.

Encourage upsells and cross-sells

Onboarding is an excellent opportunity for businesses to introduce customers to other products or services they offer. By educating customers on the full range of offerings and highlighting how they can work together, businesses can encourage upsells and cross-sells. This can increase revenue per customer and boost profits.

Improve customer satisfaction

Effective onboarding can also improve customer satisfaction. By providing support and guidance during the initial stages of the customer journey, businesses can build a relationship of trust and demonstrate their commitment to customer success. Satisfied customers are more likely to become loyal customers and recommend the product or service to others, which can drive revenue and profits.

Streamline customer support

Finally, effective onboarding can help businesses streamline their customer support processes. By providing customers with the resources and information they need to get started, businesses can reduce the number of support requests they receive and improve the efficiency of their support team. This can save time and resources, which can translate into increased profits.

In conclusion, effective customer onboarding can have a significant impact on a business's profits. 

#onboarding #customeronboarding #onboardingprocess 

Why is customer onboarding important?

Customer onboarding is important for several reasons:

1. Creating a Positive First Impression: Onboarding sets the tone for the customer's experience with the product or service. By providing a seamless onboarding experience, you can create a positive first impression that can help to build trust and loyalty.

2. Reducing Churn: Effective onboarding can help reduce churn by ensuring that customers understand the product or service and how it can benefit them. This can reduce frustration and increase customer satisfaction, leading to higher retention rates.

3. Increasing Product Adoption: Onboarding can also help to increase product adoption by guiding customers through the features and functionalities of the product. By providing helpful tips and guidance, you can ensure that customers get the most out of the product and are more likely to continue using it.

4. Improving Customer Engagement: Onboarding is an opportunity to engage with customers and gather feedback. By providing personalized support and asking for feedback, you can improve customer engagement and create a more positive experience.

Overall, effective onboarding is essential for creating a positive customer experience, reducing churn, increasing product adoption, and improving customer engagement.

#customeronboarding #onboarding #onboardingsoftware

Scaling Your Business: 6 Stages You Need to Know

When leading a young sales team or startup, it’s easy to focus on two things: product-market fit and scaling the business. David Skok, of Matrix Partners, argued at SaaStr Annual 2018 that businesses should connect the two by searching for repeatable, scalable, and profitable growth.

Often, once a business finds product-market fit, they immediately hire 10 salespeople to grow the company. But this skips several important growth phases and can permanently stunt company performance.
So, before building a sales army, he recommends ensuring your sales strategy and the market fit are repeatable, profitable, and scalable. Here are six steps you can take to get there.

How to Scale Your Business

1. Identify milestones
2. Focus on risk reducers
3. Increase bookings
4. Find your ideal customer
5. Optimize for the buyer
6. Don't hire salespeople too early

Credit: HubSpot HubSpot Tips and Tricks HubSpot Academy David Skok

#scaling #businessgrowth #scalingup 


7 Steps to Scaling your business 

Scaling a business can be a challenging process, but with the right strategies, it can be achieved efficiently. Here are some general steps that businesses can take to scale quickly:

1. Define Your Target Market: Identify the specific audience you want to target with your product or service.

2. Develop a Growth Plan: Create a plan that outlines the key metrics and milestones you need to reach in order to achieve your growth goals.

3. Invest in Marketing and Sales: Develop a robust marketing and sales strategy to reach your target market and promote your brand.

4. Build a Strong Team: Hire skilled professionals who can help you achieve your goals, including a mix of experienced and entry-level staff.

5. Leverage Technology: Use technology to streamline your operations, automate processes, and improve customer experiences.

6. Expand Your Product Line: Consider offering additional products or services to meet the needs of your target market.

7. Secure Funding: Seek funding from investors or financial institutions to fuel your growth and expand your operations.

Overall, scaling a business requires careful planning, dedication, and a willingness to take calculated risks. With the right approach, businesses can achieve fast growth and success.

#scaling #scale #scaleyourbusiness 

Regenerate response

Digital Onboarding: How to Make It Work For You

Digital onboarding, also called remote onboarding, is the process of using online tools and software to get new customers added to your database or CRM.

The digital onboarding process usually requires some type of identification or authentication from the customer to prove they are whom they say they are. This may include personal data, like an email address, birthday, or social security number. Or, in some cases, biometric information, like a fingerprint or face scan.

Benefits of Digital Onboarding
Digital onboarding comes with more automation and a certain degree of separation from the customer, so you may feel that this process takes away the critical opportunity to make connections.

Uninterrupted Business Operations
Reduced Time and Costs
Personalized Customer Experiences
Increased Consistency and Accuracy

Today, consumers are on a number of different channels —from email to social media, and most importantly: mobile. According to Statista, the number of mobile internet users in the United States has steadily increased, reaching an all-time high of over 282.5 million users in 2022.

The beauty of digital onboarding is that it allows you to create the multichannel experience that customers want. But, you have to make sure that experience is the same regardless of which platform a person is using.

Credit: Statista HubSpot HubSpot Tips and Tricks

#onboarding #digitalonboarding 

Attention all business owners!

Are you struggling to retain customers or see low engagement rates after they've made a purchase? 

One solution to this problem is focusing on the power of customer onboarding.

Customer onboarding is the process of introducing new customers to your business and helping them to fully understand and utilize your products or services. It’s the first impression you make and it sets the tone for your entire relationship with your customers.

Effective onboarding can lead to higher customer retention rates, increased engagement, and even more revenue in the long run. By showing your customers the value of your product or service and how to use it effectively, you’ll build trust and establish a solid foundation for a successful long-term relationship.

Here are some tips for creating a successful onboarding process:
Start with a warm welcome: Send a personalized email or message to new customers thanking them for choosing your product or service.
Provide clear instructions: Make sure your customers know how to access and use your product or service. Provide step-by-step instructions and helpful resources such as tutorials, videos, or user guides.

Establish a support system: Offer assistance and support during the onboarding process and beyond. This could include a dedicated support team, a FAQ page, or a chatbot.

Measure success: Set clear goals for your onboarding process and track customer engagement and retention rates. Use this data to continually improve and refine your approach.

Remember, customer onboarding is not a one-time event. It’s an ongoing process that should continue throughout the customer’s lifecycle. By prioritizing the onboarding experience, you can help your customers achieve success and ultimately, grow your business.

What are your thoughts on the power of customer onboarding? Share your experiences and tips in the comments below!

#onboarding #customeronboarding 

Here is a Marketing Framework for Customer Success in Financial Services. 

Ensuring customer success is critical in the financial services industry, where trust and loyalty are paramount. To achieve this, financial institutions need to focus on the four Ps of marketing: product, price, promotion, and place.

Product: Financial institutions must offer products and services that meet the unique needs and preferences of their customers. By offering personalized solutions, financial institutions can increase customer satisfaction and retention.

Price: Financial institutions must set prices that are competitive and transparent. Customers are willing to pay for value, but they want to understand what they're paying for and why. By offering fair and transparent pricing, financial institutions can build trust with their customers.

Promotion: Financial institutions must communicate the value of their products and services to their customers. This can be achieved through targeted marketing campaigns, customer testimonials, and educational content. By promoting their products and services effectively, financial institutions can attract new customers and deepen relationships with existing ones.

Place: Financial institutions must make their products and services accessible to their customers. This can be achieved through multiple channels, including online and mobile banking, physical branches, and ATMs. By offering a variety of touchpoints, financial institutions can meet their customers where they are and make it easy for them to access their products and services.

At the end of the day, customer success in financial services is about building trust and delivering value. By focusing on the four Ps of marketing, financial institutions can ensure that they're meeting the needs of their customers and driving long-term success.
 
#financialservices #customersuccess #marketingframework

Here are 5 tips to help you use customer success to onboard your customers effectively:

1. Personalize the onboarding experience - Every customer is unique and so should their onboarding experience. Take the time to understand your customer's needs and tailor your onboarding process to meet their specific requirements. This will help to create a more personalized experience and increase the chances of customer satisfaction.

2. Set clear expectations - Communication is key when it comes to onboarding your customers. Make sure you set clear expectations from the start, such as what they can expect from your product or service, what their responsibilities are, and what the timeline for onboarding will look like. This will help to manage their expectations and reduce any confusion.

3. Provide comprehensive training - Proper training is essential to ensure that your customers are using your product or service to its full potential. Provide comprehensive training sessions and resources, such as user manuals, video tutorials, and FAQs, to help your customers get up to speed quickly and efficiently.

4. Keep in touch - Onboarding is not a one-time event, it's an ongoing process. Keep in touch with your customers throughout the onboarding process to make sure they are progressing as expected and address any issues they may have along the way. This will help to build trust and ensure that your customers are satisfied with your product or service.

5. Gather feedback - Finally, don't forget to gather feedback from your customers at the end of the onboarding process. This will help you to identify any areas for improvement and make adjustments for future onboarding sessions. It will also show your customers that you value their opinion and are committed to providing them with the best possible experience.

By following these 5 tips, you can use customer success to onboard your customers effectively and ensure that they have a positive experience with your product or service. Happy onboarding! 

#customersuccess #onboarding


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