You will get 💼 Service 3: Support or Onboarding Audit + Loom Feedback

Project details
I’ll review your support or onboarding process and give you a clear, actionable Loom video showing what’s working—and what’s not. Perfect for teams that want less friction and happier customers.
Project Type
Project Management, Customer SupportWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 3 days
- Number of Revisions 1
Frequently asked questions
2 reviews
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VB
Vadim B.
Apr 19, 2021
Market Research WBAPPU-O
Eric is an excellent freelancer! He perfectly and accurately follows all instructions and completes the project on time. I would work with him again with great pleasure.
VB
Vadim B.
Apr 10, 2021
Image survey task
Excellent work. Swiftly efficiently and without mistakes.
About Eric
Technical Support & Onboarding for SaaS | Process + Implementation
Wichita Falls, United States - 1:32 pm local time
I’ve guided users through complex setups, handled escalations, created training systems, and supported both customers and internal teams. I don’t just put out fires — I help build systems that prevent them.
✅ What I Can Help You With:
Customer Onboarding & Implementation
CRM setup, user roles, email domain config (SPF, DKIM, CNAME)
User walkthroughs, Zoom sessions, setup support
Light integration help (Zapier, DNS, APIs)
Technical Support & Troubleshooting
Tier 2/3 help desk coverage
Root cause analysis, bug tracking, and QA support
IP conflicts, integrations, DNS, connectivity issues
SOPs, Help Docs & Internal Systems
SOPs, team wikis, onboarding guides
Help center content & customer-facing documentation
Tools like Confluence, Notion, Absorb LMS, Google Docs, Loom
🛠️ Tools I’m Comfortable In:
CRM: Salesforce, HubSpot, Pipedrive
Support: Zendesk, Intercom, Freshdesk
QA/Docs: Jira, TestRail, Confluence, Google Docs
Integrations: Zapier, DNS configs, APIs
LMS/Docs: Absorb, Notion, Loom
🤝 Who I Work Best With:
Founders & early teams building better onboarding experiences
SaaS companies needing solid Tier 2/3 support (without hiring FTEs)
Teams ready to reduce ticket volume, improve docs, and retain more users
Let’s make your product easier to adopt, easier to support, and easier to scale.
→ I’m ready when you are.
Steps for completing your project
After purchasing the project, send requirements so Eric can start the project.
Delivery time starts when Eric receives requirements from you.
Eric works on your project following the steps below.
Revisions may occur after the delivery date.
Review Materials
You send over your process flow, checklist, or help docs.
Audit & Feedback
I review everything and record a Loom video with suggested improvements.