Hire the Best Onboarding Specialists in Massachusetts

Hi 👋🏾 If you're leading or scaling a sales team, you probably already know what should be happening, the challenge is getting your reps, managers, and systems to execute consistently. Growing sales teams often don’t have a strategy problem, they have an execution problem. The founder or sales leader knows what should be happening: • Reps should be following a clear sales process • CRM should reflect real pipeline activity • Managers should be coaching consistently • New hires should ramp quickly • Follow-up should not fall through the cracks But in reality, sales execution becomes inconsistent, CRM hygiene breaks down, onboarding is informal, and pipeline visibility becomes unreliable. That gap is where I help. I work with growing sales organizations close the gap between having a sales strategy and getting their teams to execute it consistently. With 10+ years across sales process design, CRM workflow implementation, and sales enablement, I’ve worked inside both high-growth VC-backed SaaS startups and global enterprise organizations building the internal systems that improve ramp time, rep productivity, manager accountability, and pipeline consistency. My background includes: • Sales process and CRM operations work supporting frontline revenue teams • Serving as the first Enablement hire at two scaling SaaS companies • Building onboarding programs from scratch for SDRs, AEs, Solutions Engineers, Renewals, and Customer teams • Supporting global enablement across North America, EMEA, and APAC • Designing practical workflows that improve CRM adoption and day-to-day sales execution At one VC-backed SaaS company, I built the onboarding program that helped reduce new hire ramp time from 6 months to 3 months while onboarding 50+ GTM hires. Today, I bring that same practical structure to growing sales teams that need more consistency and accountability, without hiring full-time RevOps and Enablement headcount. I can help with: ✔ Sales process documentation & rep workflow implementation ✔ CRM adoption / pipeline hygiene / follow-up accountability ✔ Sales onboarding programs (30/60/90 plans, certifications, ramp scorecards) ✔ Sales playbooks, call guides & discovery frameworks ✔ Manager coaching cadences & rep performance scorecards ✔ Funnel execution reviews & productivity audits ✔ Sales workflow standardization for growing teams Best fit clients: • Founder-led sales teams scaling beyond a few reps • VC-backed startups hiring SDRs/AEs for the first time • SMB B2B sales organizations with inconsistent CRM usage and pipeline management • Teams that have process on paper but lack day-to-day execution discipline Get in touch if this sounds familiar, I help architect the sales systems that make execution consistent, accountable, and repeatable.

I'm an operations professional who helps startups and growing teams bring order to fast-moving work. Over the past 5+ years, I've supported venture-backed startups, agencies, and global teams across operations, recruiting, partnerships, onboarding, and member experience. While every role looked a little different, the work was always the same: keeping projects moving, improving processes, and making sure nothing slipped through the cracks. Clients typically bring me in when they need someone who can quickly take ownership of an operational workflow without constant oversight. I've supported work such as: ✔ Member onboarding and lifecycle operations ✔ Creator and partnership coordination ✔ CRM and database management ✔ Recruiting and recruiting operations ✔ Project and program coordination ✔ Customer and community support ✔ Process documentation (SOPs) ✔ Research, outreach, and stakeholder communication ✔ Cross-functional coordination ✔ Spreadsheet cleanup, reporting, and operational tracking I'm comfortable jumping into messy processes, identifying bottlenecks, documenting workflows, coordinating across multiple stakeholders, and creating systems that make teams more efficient. If you're looking for someone who's proactive, highly organized, communicates clearly, and genuinely enjoys operational problem-solving, I'd love to help. Experienced working with fully distributed teams across U.S. and international time zones. Comfortable collaborating asynchronously and adapting to client schedules.

Supporting platforms including Mailchimp, ActiveCampaign, Flodesk, Zapier, ThriveCart, 17Hats, SquareSpace, WordPress, HoneyBook, Dubsado, Keap, GoHighLevel, and more. Helping entrepreneurs simplify the tech and systems that keep their business running. I’m LaKenya Kopf, founder of Kopf Consulting | Virtual Tech Assistance. For more than 18 years, I’ve helped entrepreneurs and small business owners manage the tools, systems, and automations that support their business behind the scenes. From CRMs and email marketing to automations, forms, integrations, client onboarding, and workflow setup, I help make sure your systems are connected, organized, and working the way they should - without you having to spend hours figuring it out yourself. I support a wide range of business platforms, including but not limited to Keap, Mailchimp, GoHighLevel, Kit, FloDesk, ActiveCampaign, Zapier, Dubsado, HoneyBook, Ontraport, WordPress, and SquareSpace. I regularly work within my clients’ preferred tools and existing systems, helping keep everything running smoothly as their business grows. Examples of more niche platforms include MarianaTek, Xplor, Close CRM, NeonCRM, and many others. My focus is helping business owners spend less time frustrated with tech and more time focusing on the work they actually want to be doing. Many of my clients come to me because: • Their systems no longer work well together • Their automations are outdated or inconsistent • Their backend processes have become overwhelming • Their onboarding and follow-up workflows are still manual • Their business has outgrown DIY setup solutions • They are tired of trying to manage all of the tech on their own With a background in customer service, quality assurance, and inbound marketing, I bring both attention to detail and practical business experience to every project. Whether it’s cleaning up automations, connecting platforms, maintaining website content, troubleshooting issues, or improving workflows, I help business owners create systems that are easier to manage and more reliable day to day. Simply put: I support the tools businesses use to convert leads, serve clients, and keep operations moving - while helping business owners remove themselves as the bottleneck. If you’re looking for experienced backend tech support without the overwhelm, let’s connect.

I am a Top 1% Expert-Vetted Marketing Strategist and Data Analyst who collaborates with companies and their marketing teams to provide strategic consulting. I also have my MBA from Boston University and over 20 advanced certifications from Google and Hubspot including Google Tag Manager and Google Ads certifications. Companies retain my services to implement analytics-based strategies and tie client KPIs to marketing metrics. RECENT CLIENT EXPERIENCE: · Tactical planning including trade, media, programmatic, and digital for a Fortune 100 Consumer Goods and Healthcare Conglomerate with $5.3B annual revenue. · Reused Gartner assets in email campaigns, blogs, and video scripts for an Insurance SaaS company with $26M annual revenue and set new company record of 32% webinar conversion. · Ran Google Ads Campaigns for seven Cardiovascular Devices (Pumps, Stents, etc.) for a Medical Device Company with $34.6B annual revenue. · Market Analysis for insurance market for Medi-Cal leading to market penetration and $1M of PBM contracts for a Fortune 500 Health Solutions Company. · Developed white papers on AI Operating Technology for Columbus, Ohio’s Fastest Growing Technology Startup and facilitate a $50M tech exit to a Fortune 100 company. PREVIOUS EXPERIENCE: -Data Analyst for McLean Hospital in Boston, the #1 psychiatric hospital in the world (U.S. News & World Report), where I published numerous academic journal articles. -MBA Internship at CVS Health in Enterprise Market Strategy -Marketing Consultant for Fortune 100 companies EDUCATION: -MBA from Boston University -Specialization in Health Sector Management and Entrepreneurship -Undergrad Boston College WHAT MAKES ME UNIQUE: Each of my digital marketing solutions is entirely customized to each client’s preferences, quarterly KPIs and company culture. My clients realize unprecedented ROI because of my unique holistic approach to digital marketing, which takes into account: - Comprehensive business and data analytics - Proprietary psychological evaluations of target markets - Attention to financials and ROI Offering By Category: Marketing Analytics - Market research, heat mapping, SEO Digital Marketing - Marketing Strategy, Social Media, Influencer Marketing Marketing Content - White papers, Case Studies, Blogs, Copywriting, Video Script Creation, Email Marketing, Drip Campaigns Services Offered: Email Marketing - Strategy and content for drip campaigns, newsletters, onboarding sequences, lead nurturing emails, and more to promote brands and develop customer relationships. Campaign Management - Reporting, optimization, media buying, and more to create, execute, and monitor all types of marketing campaigns from email to social media to influencers. Display Advertising - Display advertising is a mode of online advertising where marketers use banner ads along with other visual ad formats to advertise their product on websites, apps, or social media. Marketing Automation - Marketing automation is the process of using software to automate marketing actions, allowing organizations to be more effective. Search Engine Marketing - Market research, data mining, list building, and other services to identify and cultivate potential customers through content, ads, social media, email, phone, and more. SEO - Develop strategic opportunities to grow a company by developing partnerships, managing relationships, or identifying unique market opportunities through market research. Social Media Marketing Social media marketing is the process of using organic and paid social media posts and ads to build awareness, promote a brand, and connect with an audience. Brand Strategy - Long term plan for a brand to achieve its marketing and sales goals. Content Strategy - Planning, strategizing, and managing of content and messaging in blogs, video scripts, or social media posts to grow a business or brand. Marketing Strategy - Conduct research and analysis to form your marketing strategy and plan that will achieve your business objectives. Public Relations - Press releases, crisis management, speeches, media outreach, influencer marketing and more to build and maintain a positive image for a business or organization’s public. Social Media Strategy - Defining a business's social media goals and creating a plan to get there through social media marketing.

I help organizations transform complex information into organized, actionable resources through research, documentation, data management, and process improvement. With experience in scientific research, HR administration, operational reporting, and educational communication, I specialize in creating clear systems, reports, SOPs, summaries, and documentation that improve efficiency and decision-making.

Operations professional experienced in building structure, improving processes, and supporting growing teams in fast-paced environments. I specialize in bringing clarity to complex workflows and ensuring day-to-day operations run smoothly and efficiently. Hands-on experience across financial operations (AP/AR, expense management), project coordination, KPI tracking, and process improvement (Lean), with a strong foundation in business, manufacturing and nonprofit environments. Technically proficient across core business systems, including Salesforce and HubSpot (CRM), QuickBooks (financial operations), Rippling and Gusto (HRIS/payroll), Atlassian tools (project management), and Google Workspace and Microsoft 365 (including Access). Quick to learn and implement new platforms, with experience supporting system adoption, reporting visibility, and process standardization across teams. Known for strong emotional intelligence, clear communication, and a practical, solutions-oriented approach—finding ways to make things work while supporting both people and process.