Client Onboarding + Training Systems
I help SaaS companies, EdTech platforms, coaches, and agencies build the onboarding and training systems that get customers to value faster, and keep them there.
Onboarding Friction Strategy Session · No pitch · No obligation.
The problem
Sound familiar?
Poor onboarding is the #1 silent driver of churn, support burden, and slow time-to-value.
Customers sign up and go quiet. You are not sure where they get stuck.
Onboarding works when you personally do it, but it does not scale.
Your team answers the same onboarding questions over and over.
New clients feel lost in the first 30 days and churn before seeing value.
Why it matters
5:1
ROI on onboarding investment (Forrester)
53%
lower churn with effective onboarding
57%
of CS leaders tie friction to revenue loss
Onboarding is not a nice-to-have. It is a revenue problem.
Core offer
The Onboarding Clarity Sprint
1 to 2 weeks · Fixed price
A focused audit and action plan.
I map your current onboarding process, identify exactly where it breaks down, and deliver a prioritized plan with starter assets, so you know what to fix first and have something to work with immediately.
Customer journey map with drop-off points identified
Gap analysis: what is working, what is missing, what to fix first
Prioritized recommendations with rationale
Starter asset: welcome email, kickoff checklist, or resource outline
Starting at $1,500 · Beta pricing available
About
Built by someone who has been on both sides.
18 years in K-12 special education: designing PD, coaching teachers through system adoptions, and leading district-wide implementations of Canvas, Synergy IEP, Dreambox, and more. Then 3.5 years in SaaS customer success building onboarding and churn prevention from the vendor side.
I have seen the onboarding gap from both directions. I know exactly where it breaks, and I know how to fix it.
Instructional design · SaaS customer success · K-12 implementation · Adult learning · Churn prevention
See what a Sprint deliverable looks like before you commit to anything.
Book a call
Free 20-minute strategy session.
Not a sales call. Tell me where your onboarding breaks down and I will tell you what I would look at first. No pitch, no obligation.
or email directly:
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