Coolumba · Customer onboarding, demos and support
Help customers understand the software.
Lead product demos and one-to-one customer onboarding, alongside email support and reusable sales materials.
At Coolumba, I am the main person handling one-to-one customer onboarding. I lead meetings, demonstrate software workflows and answer customer questions by email.
Live demos and customer onboarding
I hold demo meetings and walk customers through how to use the software, explaining the workflow step by step. These are customer-facing sessions, alongside the scripts and walkthrough guides I prepare for the team.
Customer questions and email support
I respond to customer emails, explain how to use the products and support users through questions and issues. This work continues beyond the initial demonstration as customers learn the software.
Reusable demo guides
I combine talk tracks, screen actions, discovery questions, timing and decision points in reusable playbooks. Current features, planned capabilities and review requirements are distinguished so presenters can explain the software accurately.
Sales materials and follow-up
- Branded presentation decks, proposals, one-pagers, flyers and event collateral.
- Supporting scripts and live-demo aids that connect accounting problems with relevant benefits.
- Clear next steps for presentation follow-up.
What the work supports
Direct customer guidance, supported by a library colleagues can use to prepare, present and follow up with consistent product explanations.
My role: customer demos, onboarding, email support and sales enablement for Coolumba’s existing software portfolio.
This page describes my contribution at Coolumba. Company products and original business materials are credited to Coolumba.