How to Build the Perfect Customer Onboarding Experience Your Team Can Follow Without You with Supered and HubSpot

scaling nearly broke our client experience.

As Peddle grew and we hired more team members, something started to crack.

Onboarding quality depended on *who* you got and *which doc* they happened to open.

And those docs?

Everywhere.

Google Docs

ClickUp

Miro

Random links

Half-updated SOPs

Sound familiar?

Here’s the kicker: most of our clients are B2B SaaS and B2B Services companies… and they’re dealing with the exact same chaos as they scale.

So we decided to fix it for ourselves first.

We took everything we had built over years of onboarding clients and put it ALL in one place: Supered.

With help from:

• Lindsay John 🍊 (Lion & Elm) bringing HubSpot onboarding best practices

• Caleb Phillips (AmplifyOps) helping us formalize this into real account management documentation

• Matt Bolian ⚡ (Supered⚡) helping us operationalize it cleanly

We combined:

• HubSpot onboarding guides from HubSpot + some elbow grease from LJ at Lion & Elm

• Our internal Peddle onboarding processes

• AmplifyOps account management frameworks

The result?

We finally:

• Productized our offers

• Made onboarding repeatable

• Trained new hires faster

• Delivered the same high-quality experience to every client

No more guessing. No more doc-hunting. No more “wait, where is that again?”

If you’re struggling to create a consistent onboarding experience as you scale, book a quick 15-minute call with me and I’ll happily walk you through how we approached this and what to do first.

👉 https://go.peddling.io/meetings/italo22/discovery

Scaling shouldn’t mean chaos. It should mean systems.