Implementation & Onboarding Support

Pro

Ismael Bamba

Starting at

$

70

/hr

About this service

Summary

I support SaaS teams by running onboarding workflows end-to-end: kickoff, data collection, tool configuration, training, and time-to-value tracking. I help founders clear onboarding backlogs and deliver a smooth, structured customer experience. My approach accelerates activation and ensures customers see value quickly.

What's included

  • Implementation Kickoff Package

    Kickoff call checklist Agenda + slides Stakeholder mapping

  • Data Collection & Configuration

    Customer data validation CRM/CS tool setup Integration checklist (Planhat, Gainsight, ChurnZero, SFDC, HubSpot)

  • Customer Onboarding Workflow

    Customer timeline Email sequence Milestone tracking

  • Training & Enablement

    Live/async training Training scripts + recordings Knowledge base pages

  • Time-to-Value Tracking

    Key activation metrics Customer usage scorecard Weekly progress update

  • Adoption Improvement Plan

    Customer risk flags Feature adoption recommendations “Go-live” checklist

Skills and tools

Customer Success Manager

Email Marketer

Marketing Strategist

Gorgias

Gorgias

Klaviyo

Klaviyo

Salesforce

Salesforce

Shopify

Shopify

Industries

E-Commerce
Telecommunications

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