Find Your Biggest Onboarding Gap in Two Weeks or Less
A fast, data-driven audit that identifies where time-to-value is leaking, what is fixable now, and what your team should tackle next. You leave with clarity, not a 60-page report nobody reads.
The Audit That Tells You What Is Actually Broken
Most onboarding diagnostics are surveys and interviews. The conclusions are subjective and the recommendations are predictable. This one is different. We connect your time-tracking, CRM, and product usage data to surface the friction your standard reports miss.
You will know exactly where customers are stalling, which reps are running hot, which segments are underperforming, and which one fix would move the biggest needle. You will also know what to tackle in the next 30, 60, and 90 days.
Most engagements end here, with a roadmap your team executes. Some progress to deeper services. Either way, you finish this engagement knowing more about your onboarding than you did before, with confidence in what to do next.
Six Concrete Deliverables, Not a Vague Report
Every output is built to be acted on by your team, with or without me. Nothing in this engagement is filler.
Onboarding Health Snapshot
A single page with your time-to-value, friction points, and risk signals, scored on a clear methodology so it is comparable over time.
Root Cause Analysis
The top three friction points behind your slowdown, with data showing exactly where they are happening and which segments they hit hardest.
Segment Performance Map
Time-to-value by customer tier, ARR band, and use case so you know where your delivery model is working and where it is not.
Rep-Level Variance Report
How time-to-value varies across your CSMs and onboarding consultants, with a read on training and process gaps that are worth closing.
90-Day Prioritized Roadmap
A ranked list of recommended fixes, scoped by effort and impact, with the highest-leverage moves clearly called out for your next sprint.
Findings Walkthrough
A 60-minute working session with you and any stakeholders you want in the room, including a Q&A so you leave aligned on what to do next.
When to Engage and When Not To
This service is not for everyone. A quick read on whether it fits your situation today.
This Is a Strong Fit If
- You suspect onboarding is slowing you down but cannot point to the root cause
- Time-to-value has been creeping up and you do not know why
- Different reps and segments produce noticeably different outcomes
- You are about to invest in a process redesign and want to make sure you are solving the right problem first
- Leadership wants a defensible read on onboarding performance
This Is Not the Right Fit If
- You already know the gap and just need execution support (start with Journey & Playbook Redesign instead)
- You have no onboarding process to audit yet (you need a Build, not a Diagnostic)
- You are looking for a survey-based audit or a competitive benchmark study
- You cannot share access to your CRM, time-tracking, or product analytics data
- You are not ready to act on the findings within 90 days
From Kickoff to Roadmap in Two Weeks
A working engagement, not a black box. You see what I am looking at, what I am finding, and how I am ranking the recommendations as we go.
Discovery and Data Connection
60-minute working session to align on goals and surface real constraints. We connect your time-tracking, CRM, and product usage data so the analysis starts from real numbers, not assumptions.
Deep Diagnostic
I work through the data, surface the friction points, segment the variance, and pressure-test the findings. Mid-week check-in to validate direction and surface anything I should dig deeper on.
Roadmap and Recommendations
I translate findings into a 90-day prioritized roadmap, with each recommendation scoped by effort and impact. You get a draft to review before the final session.
Findings Walkthrough
60-minute live walkthrough with you and any stakeholders you want in the room. We discuss findings, debate priorities, and you leave with a roadmap your team can start executing the next day.
Find Out What Is Actually Slowing Your Onboarding Down
Two weeks. One clear roadmap. Book a free 30-minute call to scope the engagement and confirm fit before anything moves forward.