Project case study (STAR)
Pilot Mode: First-90-Days SaaS Onboarding
A 90-day onboarding for new AEs that cut attrition by 71% and time-to-first-deal from 88 → 47 days.
Impact & Results
Step 1 — The Situation
A 220-person Series C analytics SaaS was losing 23% of new AEs in their first quarter. Exit interviews pointed at unclear ICP and a product they couldn’t demo confidently.
Step 2 — The Task
As a Senior Instructional Designer, I led the end-to-end design and development of this project — from discovery and needs analysis through final delivery and implementation support.
Process timeline
SAM Process
Gather information and set goals
Design, prototype, review
Develop, implement, evaluate
Gather information and set goals
Design, prototype, review
Develop, implement, evaluate
Step 4 — The Solution
Design a 90-day onboarding that gets new AEs from offer-letter to first closed-won, measurably, with no headcount added to enablement.
Tools Used
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