Work With Me.
I offer SaaS implementation and onboarding consulting to a small number of B2B SaaS teams at a time, so I can go deep and stay accountable. Pick the level of help your onboarding needs: fix it yourself with the Toolkit, find what's broken with a Health Check, build the system with me, or bring me in to run it.
Who This Is For.
This isn't a fit for everyone. I do my best work in a few specific situations.
Early-stage SaaS teams scaling post-sale
Customers are signing and expectations are rising, but onboarding is still ad hoc and time-to-value takes too long. You need onboarding infrastructure before growth exposes the gaps.
Series A/B teams ready to operationalize CS
You have a CS team, but every CSM runs onboarding their own way, the handoff is a Slack message and a call recording, and time-to-value isn't defined or tracked. You need one repeatable path your team owns.
Founders and CS leaders seeing churn they can't explain
Customers stall after kickoff and risk surfaces at renewal, when it's too late to act. You need a clear diagnosis of where the customer journey breaks and a practical plan to fix it.
Four Ways to Work Together.
From templates you run yourself to an onboarding lead who runs it for you. Most consulting clients begin with the Health Check, because it tells us both whether a System Build is worth it before you commit to one.
The Onboarding Architect Toolkit
Seven ready-to-edit templates to run onboarding from handoff to QBR.
- Available now
- Microsoft and Google versions
- Handoff, kickoff, success plan, QBR, trackers
Onboarding Health Check
Find where onboarding loses customers, and what to fix first.
- 2 weeks, fixed scope
- Stakeholder interviews and account traces
- Readout and prioritized fix plan
Onboarding System Build
A repeatable onboarding system your team owns and runs.
- 6 to 8 weeks, fixed fee
- Handoffs, milestones, time-to-value
- Playbook, tooling setup, enablement
Fractional Onboarding Lead
Senior onboarding leadership without a full-time hire.
- Up to 40 hours a month
- Runs your implementation program
- 3-month minimum
The Health Check fee is credited in full toward a System Build signed within 30 days.
Not Sure Where to Start?
Find the line that sounds most like your team right now.
You have someone who can build it. You want proven templates to start from.
The ToolkitYou know onboarding is leaking customers, but not where or why.
The Health CheckYou know what's broken and want the system designed and built with you.
The System BuildNo one owns onboarding, or the person who does is stretched thin.
The Fractional LeadStill not sure? Book a free 15-minute intro call and we'll figure it out together.
Onboarding System Build.
I design and build the onboarding system with your team, then hand it over running. You end up with one repeatable path from signed contract to first value, not a strategy deck that sits in a folder.
What I Build With You
- Sales-to-CS handoff: what sales captures, and how it reaches your team before kickoff.
- Kickoff and success definition: a kickoff deck and joint success plan built for your product.
- Onboarding path and milestones: clear steps with owners on both sides.
- Time to first value: defined, tracked, and reported.
- Risk signals and escalation: stalled accounts surface early, not at renewal.
- Playbook, tooling, and enablement: set up in the tools you already use, with your team trained to run it.
How It Runs
- Weeks 1 to 2, Design: we start from your Health Check findings. Starting fresh? The first week covers that discovery.
- Weeks 3 to 6, Build: handoff, path, materials, and tracking, reviewed with your team as we go.
- Weeks 7 to 8, Launch: run it with live customers, train your team, and hand it over.
6 to 8 weeks
Fixed fee
$15,000
"She took what could easily have remained a collection of ad hoc activities and turned it into a clear framework for guiding customers from kickoff through implementation and towards value."
"Before Christine, Eppo had a loose definition of onboarding. She created an onboarding tracking and monitoring process, engagement and training framework, training library..."
Fractional Onboarding Lead.
I step in as your onboarding lead for part of each month. You get someone who has run implementation for enterprise and growth-stage customers, without the cost or timeline of a full-time senior hire.
What I Take On
- Run your onboarding and implementation program week to week.
- Lead your most complex customer onboardings directly.
- Build and refine playbooks, templates, and handoffs as we go.
- Coach your CSMs and onboarding managers.
- Report time-to-value and onboarding health to leadership.
- Help you scope and hire the full-time role when you're ready.
A Good Fit When
- No one owns onboarding, and it's falling to founders or account executives.
- You're between onboarding or CS leaders and can't let it stall.
- Your CS leader is stretched across too much to fix onboarding too.
Up to 40 hrs a month
3-month minimum
$10,000/mo
"Christine took on the toughest, most complex customers out of the SF office. She made hard onboarding look effortless because she truly cared about the customer experience."
How It Works.
Three steps from application to a scoped engagement. Want the Toolkit? Skip all this and get it on its page.
Apply
Tell me what's happening after the close: handoffs, onboarding, time-to-value, or renewals. The clearer the context, the easier it is to assess fit.
Intro Call
If there's a strong potential fit, I'll send a link to a free 15-minute intro call. Want to skip ahead? Book it directly. Bring rough numbers. We're sizing the problem together, not auditing your books.
Start with a Health Check
Two weeks to find where onboarding loses customers. You leave with a readout and a prioritized fix plan, whether or not we keep working together.
"She completely rebuilt our onboarding process from the ground up."
"Truly one of the best customer onboarding and project managers that I've had the opportunity to work with."
"She's truly a force multiplier wherever she is."
Tell Me About Your Situation.
The more specific you are, the faster I can tell whether there's a fit and which starting point makes sense. Rough numbers are fine.
I read and answer every application myself. Expect a reply within 2 to 3 business days.