Turning support-led onboarding into self-serve activation
- Shaped strategy and roadmap with the founders, using market trends, competitor offerings, customer feedback and usage data.
- Redesigned onboarding for 1,300 districts and 12,000 schools: a manual, support-run process became self-serve sign-up at the point of purchase.
- Delivered multi-tenant user management. Users are identified by school email and given role-based access, so districts manage their own people.
- Integrated QuickBooks to track paid, nearly due and overdue schools and send reminders by status, reducing overdue accounts.
−95% manual onboarding effortTime to onboard: weeks → immediate