Let’s help your team go from, “This feels off in a cloudy-muddy-hazy way,” to “Oh. Okay. That’s why. Now we can fix it.”
I’ve consulted for teams including Atlassian, Autobooks, Buffer, Codecademy, MURAL, and Stunning. And when you hire me, I’ll work with your team as your strategic onboarding advisor, researcher, and copywriter to guide your team from “We think we know what’s broken” to “Well actually we don’t know why it’s broken,” to “Okay so how do we understand what we should do to fix it,” before finally, eventually, fixing it.
If you’re working on a customer-facing team at a B2B SaaS business a good time to consider hiring me is when you…
…join a team (or even when you’re thinking about joining a team) and want to shine a light on the team’s blind spots
…realize that you could be driving way, way more revenue but there’s a lot more work you need to do first
…finally have your quantitative data flows in order but still aren’t sure why everyone churns at 6 months
…have a pretty good idea of “what” is happening around onboarding but aren’t sure why
…are planning to launch a CRO strategy and need conversion copy to test
Every new engagement with occasional but very rare exceptions will begin with one or both of a few tightly scoped projects.
Get an Audit:
The Onboarding Email Mighty Audit
“Tell me what’s wrong with the onboarding emails I’m sending.”
Tired of sending emails that get ignored? Wondering what separates your CTAs from the click-magnet CTAs the other guys are sending? Running out of ways to explain low activation to your team? Then the Mighty Audit, an onboarding email copy audit, just might be for you. I’ll audit up to 10 of your emails and give you marching orders for how to fix them.
Onboarding Audit and Roadmapping Session
“I’ve tried to fix onboarding but I’m struggling to get buy-in from stakeholders.”
One of the biggest challenges about onboarding is that it’s hard to get your team on the same page – and that’s what the Onboarding Roadmapping Session is for. I’ll talk with your teammates, look at your data, and build your team a concrete plan to optimize your onboarding.
Do an Investigation:
Find Out Why: Open an Investigation into a Revenue-Related Problem
“We know what happens on our site and in our product, but we don’t know why – so our growth experiments keep failing.”
This is a fixed scope research engagement to begin an investigation into a single revenue-related question. Usually, that means getting the answer to questions including, “Why do people sign up?” “Why do people upgrade?” or “Why do people cancel?”
Produce Assets and Experiments:
Onboarding Retainer: Fix problems that stop prospects from turning into customers, one experiment at a time.
“We know the problems, we know the opportunities, but we don’t know how to execute.”
Onboarding Retainer gives SaaS companies that have an understanding of why, when, or how people become trialists, customers, or ex-customers a way to turn those learnings and hypotheses into marketing assets and experiments.
This is an ongoing 6-month minimum engagement. In all but a few very rare cases, Retainer is available only to clients who have completed an audit or research study.