A complete saas onboarding journey
Designed to maximise implementation and minimise churn.
Built around your customers, their workflows, your product
and you.
Saas onboarding is broken. We’re going to fix it.
After 10 years in the accounting tech industry, selling and implementing tech…
After 10 years in practice, working with clients and getting to grips with accounting tech…
After hundreds of in-depth conversations with saas GTM leaders, accountants, bookkeepers and small businesses.
We know that poor tech implementation is holding everyone back.
Holding back small businesses from getting the benefits that tech promises
Encumbering accountants and bookkeepers with unwanted admin
Throttling tech vendors’ ability to scale.
We know what’s wrong - and we’re going to fix it.
Your customers are wandering. We’re going to bring them home.
We’d love for you to join us.
This isn’t just about video.
This is about taking a decade of experience in selling, implementing and using accounting tech and another decade of working with small businesses as an accountant…
then combining it with up-to-date industry data, research and feedback from:
your customers
your accounting & bookkeeping partners
your sales people
your product experts
our extensive network of industry experts, accountants, bookkeepers and GTM consultants.
to hand craft the perfect process for your customers to follow to get maximum value in the shortest possible time.
We’ll consult with you to determine where video is the best delivery mechanism - and where your team are.
It’ll include resources like:
A full process map
Product tutorials
Workflow tutorials
'Smart Uses' scenarios
Masterclasses from their peers
Sales enablement tools (e.g. co-branded demos to pass on to clients and “how to demo” tutorials)
We estimate capacity to engage with four tech vendors in early Summer 2024.