Welcome to Onboard Success
I'm Paige Daniels, a seasoned consultant specializing in helping law firms, healthcare practices, marketing agencies, real estate teams, and other professional service businesses implement new software smoothly and successfully.
With years of experience leading client success and support operations in the SaaS industry, I understand how overwhelming new software adoption can feel—especially for teams already managing full workloads. I'm passionate about turning what could be a stressful implementation process into a streamlined, efficient experience that drives faster user adoption, improves operational workflows, and helps businesses realize the full value of their software investments—without disrupting daily operations.
I understand how stretched today’s teams can be — and how challenging it is to implement new software effectively without pulling staff away from critical work.
That’s where Onboard Success Solutions comes in.
I handle the heavy lifting of software implementation, training, and optimization, so your team can stay focused on what they do best: serving clients and growing the business. With hands-on support and expert guidance, I help you adopt new tools quickly, efficiently, and with minimal disruption.
By partnering with me, your organization can:
Whether you're facing onboarding roadblocks or looking to unlock more value from your current software, I’m here to turn your onboarding experience from a stressful challenge into a smooth, results-driven success.
At Onboard Success Solutions, I deliver expert, hands-on support to help your organization achieve seamless, stress-free software implementation.
From initial setup to ongoing optimization, I’m with you every step of the way to ensure faster adoption, improved workflows, and real business results.
Platform Setup & Configuration
Customized setup tailored to your organization's unique needs, ensuring features are properly configured for maximum efficiency and usability.
Data Export & Migration
Smooth, secure transition of your existing data into the new system—protecting accuracy and minimizing disruption.
Workflow Optimization
Analysis of operational workflows to identify bottlenecks and streamline processes for better collaboration and client service.
Feature Utilization Review
Evaluation of how your team uses key software features, with recommendations to boost adoption, maximize ROI, and increase user satisfaction.
Why work with me?
✅ 15+ years of experience leading client success, onboarding, and support operations in the SaaS industry.
✅ Successfully implemented software for 350+ businesses and professional service teams.
✅ Hands-on expertise with platforms like Salesforce, Stripe, Zendesk, and industry-specific tools.
✅ Proven track record of improving user adoption, operational efficiency, and time-to-value.
✅ Dedicated to delivering a smooth, supported, and stress-free onboarding experience for every client.
Ready to get your new software running smoothly — without pulling your staff away from their real jobs?
Book your free consultation today and let's create a stress-free plan. Ready to get your new software running smoothly — without pulling your staff away from their real jobs? —book a free consultation today!
At Onboard Success Solutions, I follow a proven, step-by-step process designed to ensure your new software is set up smoothly, your team feels confident using it, and your business keeps running without disruption.
Here’s how we work together:
We start with a one-on-one conversation to understand your goals, challenges, and the software you’re implementing. This helps tailor the process to your team's specific needs.
Next, we dive into the software itself. I’ll review the platform’s features, align it with your workflows, and create a clear, customized implementation plan.
I handle the technical setup, configuration, and testing—ensuring your system is optimized, data is migrated correctly, and everything functions as it should before rollout.
Your team gets hands-on training designed to boost confidence and encourage adoption. I provide simple, customized guides and walkthroughs to fit your workflow.
We go live with your new system! I stay available to troubleshoot, answer questions, and offer support to make sure the transition is smooth and your team stays productive.