New York, New York, United StatesSimpay was scaling in a competitive post-Series B environment. Customer retention and adoption were critical to growth. • Designed and led onboarding programs for SMB clients. • Reduced churn in the 30–60 day window. • Increased feature adoption from day one. • Used HubSpot to spot adoption gaps. • Launched targeted training and follow-ups. • Boosted tool usage by 17% across key features. • C...
New York, New York, United StatesSpotOn was expanding rapidly in the SMB POS space.
Focus was on fast onboarding and early adoption. • Guided 30+ SMB clients through full onboarding lifecycle. • Coordinated technical setup, data migration and go-live support. • Reduced time-to-value by streamlining activation workflows. • Delivered tailored product education sessions. • Combined deep discovery with hands-on training. • Incre...