Services
Practical learning solutions aligned with your product, audience, and business goals
I partner with tech and SaaS companies to design and develop customer onboarding, product education, sales enablement, support training, eLearning, and performance support. Each engagement begins by clarifying the audience, desired behavior, and business need so the final solution is focused, practical, and aligned with your goals.
Depending on the project, success may be evaluated through measures such as faster onboarding, stronger product knowledge, increased learner confidence, more consistent performance, or fewer avoidable support requests.
Customer Onboarding & Product Education
I design onboarding and product education that helps customers, employees, and partners understand complex products and complete important tasks confidently. Deliverables may include onboarding courses, product walkthroughs, feature training, knowledge checks, quick-reference guides, and performance support. The work can be aligned with goals such as improving adoption, shortening time to value, and reducing avoidable support needs.
eLearning Development & Performance Support
I develop polished digital learning and performance-support materials using Rise 360, Storyline 360, PowerPoint and Canva. Deliverables may include interactive eLearning, branching scenarios, software walkthroughs, storyboards, assessments, job aids, quick-reference guides, and visual prototypes. Each solution is designed with attention to usability, accessibility, visual consistency, and ease of future updates.
Who I Partner With
Sales Enablement & Customer Support Training
I design practical training that prepares sales and support teams to communicate product value, respond to customer questions, and handle challenging situations consistently. Deliverables may include product launch training, feature education, scenario-based practice, decision activities, knowledge checks, job aids, talking points, and coaching resources. Each solution is designed to support consistent messaging, stronger product confidence, and more effective customer interactions.
Learning Strategy & Performance Consulting
I help teams clarify a performance challenge and determine the most appropriate response. An engagement may include needs analysis, audience and task analysis, stakeholder discussions, content review, success measures, and solution recommendations. The result is a clear plan connecting learner needs and business goals with the right combination of training, performance support, and documentation. This service can stand alone or serve as the first phase of a larger project.
I partner with early-stage teams, growing companies, and established tech and SaaS organizations that need clear, practical learning for customers, employees, sales teams, or support teams. Projects may support a product launch, customer onboarding, product education, sales readiness, internal training, or consistent support practices. Each engagement is tailored to the organization’s audience, timeline, and business goals.
Engagement Options
Services are available through project-based, ongoing contract, and focused consulting engagements. The structure is selected according to your organization’s scope, timeline, and level of support needed.
Project-Based Engagements
Designed for a defined deliverable or coordinated set of deliverables, such as an onboarding course, sales enablement program, scenario-based training, or performance-support package. Each engagement includes a documented scope, timeline, milestones, review stages, and final deliverables. Expedited scheduling may be available when project requirements, source materials, and stakeholder availability support a shorter timeline.
Project Scope & Proposals
Ongoing Contract & Retainer Support
For organizations with recurring learning and development needs, ongoing support can be arranged through a dedicated weekly schedule or monthly retainer, such as 10 hours per week or 40 hours per month. This structure can support product education updates, onboarding improvements, course maintenance, job aids, internal training, and new learning initiatives. Scope, availability, and priorities are agreed upon in advance for each service period.
Every engagement is scoped individually based on the project goals, deliverables, complexity, timeline, source materials, and review needs. After an initial conversation, I provide a written proposal outlining the scope, deliverables, milestones, timeline, and project fee so expectations are clear before work begins.
Consultation & Advisory Support
For teams that need focused guidance on a learning or performance challenge, consultation may include reviewing existing materials, clarifying the audience and desired outcomes, and evaluating possible solutions. The engagement concludes with documented recommendations and practical next steps that your team can use internally or carry into a future development project.
Discuss Your Training Project
If your tech or SaaS organization needs support with customer onboarding, product education, sales enablement, support training, eLearning, or learning strategy, use the contact form to share your goals, audience, desired timeline, and available source materials. I’ll review the information and respond within one business day to discuss fit and next steps.
Available for remote consulting and project-based engagements. Typical response time: within one business day.