A guided implementation, integrations on the systems you already use, and training that the team actually retains.
Most SaaS rollouts stall right after the kickoff call because nobody on either side owns making it work in production. We do. By the end of week four your team is using the platform daily, the data is flowing into Salesforce / HubSpot / your warehouse, and the success metrics we agreed to in week one are live on a dashboard everyone can see. We've run this engagement at 40+ companies - the playbook is hardened, the failure modes are anticipated, and the 30 days isn't aspirational, it's the standard cadence.
Week 1 is kickoff + technical scoping. We agree the success metrics, map your environments and freeze the integration scope. Week 2 is build: implementation + the integrations we scoped (max three in the base engagement). We work in your sandbox and ship to production at the end of the week. Week 3 is enablement: admin training, end-user training, and documentation written against your specific workflows - not the generic vendor docs. Week 4 is production launch + hypercare. Two weeks of priority support, then a written handoff doc to your ongoing customer success contact.
• Configuration of every workspace, role and permission • Up to 3 integrations with Salesforce / HubSpot / Slack / your data warehouse • Two custom workflows + one tailored dashboard • 4 hours of admin training + 2 hours of end-user training • Written playbook for the top 5 use cases in your team's language • Hypercare: two weeks of priority support after launch • Handoff doc to your in-house CSM
A solutions architect owns the engagement and runs every meeting. An integrations engineer handles the technical build, and a customer success lead picks up after launch. The architect has run this engagement at 30+ companies and is on the hook for the 30-day milestone.
Sign below and you'll get an onboarding kit + access checklist within one business day. The kickoff call is scheduled in week one - bring the three people who'll administer the platform and the two who'll use it daily.
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Proposal
SaaS onboarding & enablement
Total
$24,200
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