You will get Customer Onboarding, Adoption & Retention Audit for B2B & Marketplaces
Project details
Most growing businesses don’t struggle to get customers, they struggle with what happens after the sale.
I specialize in helping B2B, SaaS, and marketplace businesses fix onboarding, adoption, and retention by building clear, repeatable customer systems. My approach is grounded in real operator experience across AdTech, B2B, and growth teams, bringing enterprise-level frameworks into lean, fast-moving companies.
This project delivers a focused audit and action plan that shows you exactly where customers disengage, what’s breaking in onboarding, and what to fix first, without hiring a full Customer Success team or committing to long consulting engagements.
Clear scope. Practical outcomes. Systems your team can actually run.
I specialize in helping B2B, SaaS, and marketplace businesses fix onboarding, adoption, and retention by building clear, repeatable customer systems. My approach is grounded in real operator experience across AdTech, B2B, and growth teams, bringing enterprise-level frameworks into lean, fast-moving companies.
This project delivers a focused audit and action plan that shows you exactly where customers disengage, what’s breaking in onboarding, and what to fix first, without hiring a full Customer Success team or committing to long consulting engagements.
Clear scope. Practical outcomes. Systems your team can actually run.
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer SupportWhat's included
| Service Tiers |
Starter
$2,000
|
Standard
$4,500
|
Advanced
$5,000
|
|---|---|---|---|
| Delivery Time | 14 days | 30 days | 30 days |
Number of Revisions | 1 | 2 | 3 |
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LZ
Linda Z.
Jul 21, 2025
Client Engagement Specialist
JH
Jared H.
Jul 4, 2025
Customer success and onboarding - SaaS
About Raida
Customer Success & Growth Strategist | SaaS, Shopify, CX | Retention
100%
Job Success
Queens County, United States - 4:29 pm local time
I've overseen everything from massive corporate collaborations at Meta, InMobi, and WPP to hands-on connections with small business owners that wear multiple hats at once. What I've discovered is that success always boils down to three factors: trust, communication, and value. When you do these right, you'll see renewals, referrals, and long-term collaborations.
💼 How I can help you
Retention and client Success: Create retention initiatives to boost renewals, lower churn, and raise client lifetime value.
Shopify and eCommerce Support: We help merchants and SaaS tools enhance onboarding, loyalty, and post-purchase engagement.
Process & Automation: I use tools like Zapier, Notion AI, and automation platforms to optimize client operations and save time while maintaining the human touch.
Sales & Growth: With experience in cold calling, renewals, and upselling, I understand how to offer value and confidently conclude discussions.
End-to-end account ownership: From onboarding to renewal, I manage customer interactions, reporting, and communication on my own.
Data and reporting skills include HubSpot, Salesforce, Power BI, and ChurnZero, which are used to track engagement and find growth prospects.
🤝 Why work with me?
🔥 Over 10 years of experience in Customer Success, AdTech, and SaaS.
🔥 Managed global accounts worth millions of dollars as well as small and medium-sized businesses (SMBs). Experienced in Shopify, AI-powered automation, and sales strategy.
🔥 Effective communicator who fosters trust and long-term partnerships
🔥Comfortable working independently and managing numerous clients at once.
Let's talk.
Let's connect if you're seeking for someone with structure and empathy to manage your customer connections, boost retention, and help your business develop.
I bring a combination of strategy, organization, and compassion – because how you make customers feel is just as important as what you give.
Steps for completing your project
After purchasing the project, send requirements so Raida can start the project.
Delivery time starts when Raida receives requirements from you.
Raida works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Intake Review
Review submitted materials, understand the business model, customer journey, and current onboarding and retention challenges.