When the client asked for customer onboarding training, the data found a process that existed in no document anywhere.

AI-Assisted Data Analysis · AI-Powered Solutions · Claude Code · Claude Design · Performance Consulting

A fast-growing SaaS startup was losing customers in the first 90 days and came to me wanting better CS onboarding training. The analysis revealed something different: a team that had scaled faster than the systems built to support it, and a customer onboarding process that existed only in the heads of two or three tenured reps.