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SaaS Onboarding Consulting

Your SaaS is losing clients
in the first 90 days.

Not because your product is bad — because the path to first value is broken. We find where, and fix it.

40–60% of SaaS churn happens
in the first 90 days
90 days the window where
onboarding defines retention
TTV the metric that predicts
if a client stays or leaves
Live TTV Dashboard
Avg. Time to Value 12 days
Clients at risk (day 30) −64%
Milestone completion rate 87%
Early churn (90d) −38%
Onboarding playbook Active ✓
The Problem

If any of these sound familiar,
your onboarding is broken.

Most SaaS teams know they have a churn problem. Very few know exactly where onboarding breaks — or how to measure it.

⏳

Clients take weeks to get started

New clients sign up but take forever to configure the product. Some never complete setup. You lose them before they see any value.

🔥

Your CS team is always firefighting

Instead of proactively guiding clients, your team spends all day answering the same questions. There's no scalable process — just chaos.

📉

You can't measure onboarding success

You don't know what "good onboarding" looks like in numbers. You track logins but not whether clients actually reached their first result.

The Retentik Method

A 4-phase process to turn
onboarding into retention.

We don't just audit your onboarding — we redesign it around a single measurable goal: getting every new client to their first result, fast.

1

Define Your TTV Milestone

We identify your product's "aha moment" — the exact action that predicts whether a client will stay or churn. Not a feature, a real business result your client achieves through your product.

→ TTV milestone defined & documented

Weeks 1–2

2

Diagnose Where Onboarding Breaks

We map your current onboarding journey step by step, interviewing your CS team, reviewing support tickets, and analysing usage data. We find exactly where clients drop off — and why.

→ Journey map + friction point report

Weeks 2–3

3

Redesign the Process & Deliver a Playbook

We redesign your onboarding around the TTV milestone: remove unnecessary steps, build a proactive email sequence, design checkpoint protocols, and document everything in an operational playbook any CS team member can follow.

→ Full onboarding playbook ready to use

Weeks 4–6

4

Measure, Report & Optimise Monthly

Once the playbook is live, we track TTV metrics every month, identify new friction points, implement one improvement per cycle, and deliver a one-page report with the numbers. This is the retainer — ongoing optimisation that compounds over time.

→ Monthly TTV report + continuous improvement

Ongoing retainer

Retentik
About Retentik

Built by someone who does this every day.

Retentik is led by Erik Douglas — an Onboarding Consultant currently working at Virtuagym, one of Europe's leading B2B fitness SaaS platforms. Day to day, Erik designs and executes high-touch onboarding processes for B2B clients across Spain and international markets, driving TTV and reducing early churn.

Previously, he co-founded DouberMedia, where he built automated onboarding and retention workflows for digital businesses. His background also includes building and scaling digital service operations from zero — including managing remote teams, ad campaigns, and automated sales funnels.

Retentik exists because most SaaS companies treat onboarding as an afterthought. We treat it as the most important lever for long-term retention.

B2B SaaS Onboarding Time to Value (TTV) Churn Reduction Make / Zapier Salesforce Power BI Process Design Google PM Certified
Get Started

Three steps to
stop losing clients early.

No long sales cycles. No vague proposals. A clear process from first conversation to measurable results.

01

Book a Free TTV Audit

A focused 30-minute call to understand your current onboarding, identify your biggest drop-off point, and see if Retentik is the right fit for your SaaS.

02

Get Your Custom Diagnosis

If we move forward, we map your full onboarding journey, define your TTV milestone, and deliver a written diagnosis of exactly where and why clients are churning early.

03

Launch & Measure

We rebuild your onboarding process, deliver the playbook, and start tracking TTV monthly. You get a number that improves over time — not a one-off report you'll never read again.

Free 30-min call

Not sure if your onboarding
is the problem?

Book a free TTV Audit. We'll look at your current onboarding together and tell you honestly where the biggest drop-off is — whether you work with us or not.

Book Your Free Audit →

30 minutes. No commitment. No sales pitch.