Confirm the constraints that matter most and define measurable outcomes before build work begins.
PRIMARY ENGAGEMENT
90-Day Delivery Capacity Implementation
A defined engagement that helps B2B SaaS organizations improve customer onboarding and implementation capacity when growth outpaces delivery.
Investment is established after the free Delivery Capacity Assessment and a report review. That pre-engagement diagnosis identifies where control is breaking down; the engagement itself then confirms priorities and delivers the operating improvements.
What it delivers
Build the highest-value improvements across the Five Controls
The engagement prioritizes the constraints that matter most and installs concrete operating assets—not another checklist.
PDL works alongside your team to define the operating model and ownership. Execution can use suitable tools you already have, or OnboardingIQ where selected.
Launch with real customers, validate live delivery, and capture blockers and outcomes so evidence informs the next improvement cycle.
- Governed knowledge system and delivery canon
- Defined process with clear stages, ownership, and handoffs
- Operational signal framework for early risk visibility
- Staff acceleration structures — roles, templates, and decision support
- Continual improvement rhythm embedded in operations
- OnboardingIQ configured as the operating layer, where selected (optional; priced separately)
Engagement timeline
A roughly 90-day arc with a twelve-week delivery schedule
The engagement is named for an approximately 90-day arc from commitment through early live operation. Core delivery work follows a twelve-week schedule from engagement start. Exact dates and sequencing are confirmed when scope is agreed.
Confirm & Commit
Revisit assessment findings inside the engagement, confirm baseline and scope, and secure leadership commitment to the highest-priority improvements. This is not the free assessment—that happens before the engagement begins.
Build
Build the highest-priority improvements across the Five Controls — knowledge, process, signals, staff readiness, and improvement structures.
Launch, Measure & Establish the Improvement Rhythm
Go live with real customer work, validate operational signals, and establish the continual improvement loop that sustains delivery capacity.
This engagement maps to the Commit, Build, Launch, and Measure steps of the PDL Proven Path. Assess and Diagnose (free assessment + report review) precede the engagement.
Technology layer · Optional
Learn about OnboardingIQ
Run the operating system in the tools that fit
Consulting work does not require purchasing software. Suitable existing client tools can support live execution. Where OnboardingIQ is selected, it makes the agreed process executable in live customer work and captures evidence for improvement. OnboardingIQ is priced separately by user count. Integrations and custom development are assessed individually and quoted under a separate Statement of Work.
Who it's for
SaaS leaders facing delivery strain
CEOs, COOs, onboarding and implementation leaders, services and delivery leaders, and customer success leaders responsible for the transition to value.
Start with the free assessment
The Delivery Capacity Assessment and an optional report review establish the starting point—no charge. Investment in the 90-Day Implementation is confirmed after that pre-engagement diagnosis.