Our Packages
Is your organisation striving to delight and retain your customers but find yourself short on resources for a full-time onboarding or customer success manager?
With over a decade of crafting exceptional outcomes for top tech giants like Figma, Asana, and Gartner, I offer a premium consulting service that brings elite onboarding and customer success strategies to your organisation.
If you’re ready to access top-tier expertise without the commitment of a full-time hire, let’s partner to transform your customer success and onboarding programs into a true competitive advantage.
Foundational
Build the basics that drive adoption, retention, and scalable growth
Ideal for startups and SMBs that need a clear, effective onboarding or customer success programme from the ground up. This package focuses on creating the essential structure, processes, and customer journey foundations needed to reduce churn and improve customer adoption.
Best for
Early-stage SaaS or service businesses
Teams without a formal CS or onboarding function
Organisations experiencing inconsistent onboarding experiences
Businesses wanting a repeatable customer journey framework
Optimisation
Refine and enhance your onboarding and customer success performance
Designed for organisations with existing onboarding or CS functions that want to improve efficiency, customer engagement, retention, and operational performance. This package takes a data-led approach to identifying gaps, streamlining processes, and enhancing the customer experience.
Best for
Growing businesses with established CS teams
Organisations with plateauing retention or adoption metrics
Teams looking to improve scalability and efficiency
Companies wanting more proactive customer engagement
Transformational
End-to-end transformation for high-performing customer success operations
A comprehensive strategic engagement for organisations seeking significant operational and performance improvements across onboarding and customer success. This package delivers a holistic transformation aligned to business growth, customer outcomes, and long-term retention.
Best for
Mid-market or enterprise organisations
Businesses undergoing rapid growth or change
Companies needing strategic CS transformation
Organisations with complex customer journeys or teams
Your Questions, Answered
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I work with startups, SMBs, and growing organisations looking to improve customer onboarding, customer success operations, retention, and customer adoption. This includes businesses building a CS function for the first time, as well as organisations looking to optimise or transform existing processes.
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My work focuses on customer onboarding strategy, customer success programme design, customer journey optimisation, retention and adoption improvement, operational processes, scalability, and customer engagement frameworks.
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Yes. Many organisations already have onboarding or customer success teams in place but need support refining processes, improving efficiency, increasing retention, or scaling operations more effectively.
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Each engagement is tailored to your organisation’s goals, challenges, and stage of growth. I combine strategic guidance with practical implementation support to help create scalable customer experiences that improve customer outcomes and operational performance.
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Both options are available. Support can range from one-off strategy workshops and audits to ongoing advisory, optimisation, and transformation engagements.
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Success is typically measured through improvements in customer adoption, onboarding efficiency, retention, engagement, customer health visibility, and operational scalability. KPIs are aligned to your specific business objectives.
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Yes. I can provide guidance on customer success workflows, tooling recommendations, process automation opportunities, and operational best practices to support scalability and efficiency.
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Most engagements can be delivered remotely, although on-site workshops and collaborative sessions can also be arranged depending on requirements and location.
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This depends on the scope of work. Foundational projects may take a few weeks, while optimisation or transformation engagements can run over several months depending on the complexity of the organisation and objectives.
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The first step is an introductory conversation to understand your current challenges, goals, and priorities. From there, I’ll recommend the most suitable approach and package for your business.