You will get Customer Onboarding & Post-Sales Setup
Project details
What this project is about:
Many businesses lose customers not because their product is bad, but because there’s no clear ownership after the sale.
I help founders and teams set up a structured post-sales and onboarding experience, so customers feel supported, informed, and confident from day one.
This project is ideal if you’ve started selling but want to improve customer retention, communication, and overall client experience—without hiring a full-time Customer Success Manager yet.
What’s included:
• Review of your current onboarding or post-sales process
• Clear customer journey mapping (sale → onboarding → ongoing support)
• Defined client communication touchpoints
• Retention-focused follow-up recommendations
• CRM or tracking structure guidance (HubSpot-friendly)
• A practical post-sales workflow you can use immediately
Who this is for:
• SaaS startups
• Tech-enabled service businesses
• Founders managing customers themselves
• Teams preparing to scale
Who this is NOT for:
• Cold calling or lead generation
• Commission-only sales roles
• Undefined “do everything” support requests
Many businesses lose customers not because their product is bad, but because there’s no clear ownership after the sale.
I help founders and teams set up a structured post-sales and onboarding experience, so customers feel supported, informed, and confident from day one.
This project is ideal if you’ve started selling but want to improve customer retention, communication, and overall client experience—without hiring a full-time Customer Success Manager yet.
What’s included:
• Review of your current onboarding or post-sales process
• Clear customer journey mapping (sale → onboarding → ongoing support)
• Defined client communication touchpoints
• Retention-focused follow-up recommendations
• CRM or tracking structure guidance (HubSpot-friendly)
• A practical post-sales workflow you can use immediately
Who this is for:
• SaaS startups
• Tech-enabled service businesses
• Founders managing customers themselves
• Teams preparing to scale
Who this is NOT for:
• Cold calling or lead generation
• Commission-only sales roles
• Undefined “do everything” support requests
Project Type
Customer SupportWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 5 days
- Number of Revisions 2
Frequently asked questions
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EA
Ercan A.
Dec 19, 2025
Sales Expert Needed for AI Receptionist SaaS Solution Targeting SMEs
About Ugo
Customer Success Manager | Onboarding, Retention & Renewals
Lagos, Nigeria - 11:04 am local time
I’m a Customer Success & Account Manager with over a decade of experience supporting clients across tech-enabled services, SaaS, and service-based businesses.
I specialize in the post-sales phase — where customer relationships are strengthened, value is delivered, and long-term growth actually happens. My work focuses on ensuring customers feel supported, understood, and confident in the product or service they’ve invested in.
What I do best:
▫️ Client onboarding and smooth handovers after sales
▫️ Managing ongoing customer relationships and accounts
▫️ Acting as the main point of contact for client communication
▫️ Supporting product adoption and usage
▫️ Handling concerns, objections, and escalations calmly and professionally
▫️ Driving retention, renewals, and expansion through trust — not pressure
▫️ Keeping client data, follow-ups, and touchpoints organized in CRM tools
I’m particularly effective in environments where:
▫️ Clients need consistent, reliable communication
▫️ Founders want someone dependable to own customer relationships
▫️ Sales has already happened and customers need guidance, clarity, and care
▫️ Teams value empathy, structure, and accountability
I work collaboratively with sales, product, and operations teams to ensure clients don’t just feel supported, but make consistent progress toward their goals. I’m comfortable holding clients accountable when needed, being honest when something isn’t working, and helping them refocus on priorities that actually move the needle. My approach is relational, structured, and outcome-driven — focused on long-term success rather than surface-level activity.
I work best in clearly scoped roles where expectations, ownership, and success metrics are defined upfront.
Tools & workflow:
▫️ CRM systems (including HubSpot)
▫️ Email, chat, and client-facing communication
▫️ Structured follow-ups and reporting
▫️ Clear documentation and handover notes
If you’re looking for someone to take care of your customers, improve retention, and represent your business professionally after the sale, I’d be happy to help.
Steps for completing your project
After purchasing the project, send requirements so Ugo can start the project.
Delivery time starts when Ugo receives requirements from you.
Ugo works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Intake
After purchase, I’ll review the information you provide about your product/service, current onboarding process (if any), and tools used. This helps me understand your customer journey and expectations.
Review & Analysis
I assess your existing post-sales flow to identify gaps in onboarding, communication, follow-ups, and customer experience that could affect retention.