Superhuman · Onboarding & Implementation

Ben Ratcliff

Candidate — VP, Customer Onboarding & Implementation
Turns complex software into outcomes customers actually realize.
The Mandate

Turn momentum into a repeatable, scalable delivery model

I'll speak to two rooms at once
  • C-suite lens: retention, expansion, time-to-value at scale
  • Team lens: the ground-level build — and someone you'd build with
And I've done this build before
  • Asana: built the delivery org from a standing start
  • Same three motions — behavior change · workflow/agent · enterprise
  • Canvas ≈ Docs · workflows+AI ≈ Go · parallel rollouts ≈ multi-product
2 / 20
How This'll Go

Four areas — jump in anytime

01
Product & delivery

My read on the products and the delivery risk in a multi-product world.

02
Building in a build phase

Inputs, sequencing, 30/60/90 — building without slowing delivery.

03
Metrics & the signal

What I'd measure while the function matures, and how it lands with the C-suite.

04
AI in practice

How I actually work with AI, and how I'd build it into the team.

A Superhuman Docs metrics doc goes deeper — shared ahead. Room for conversation over coverage.

3 / 20
01
01 · Product & Delivery

Three delivery motions, not one per product

My read after living in the products — and the delivery risk that matters most.

4 / 20
01Product & Delivery

Organize delivery by onboarding archetype, not by product

More than two products — but three change problems. The motion, not the product, is the unit I'd build around.

Mail · Go (light)
Behavior-change at scale

Habit formation, one user at a time. Delivery: scaled + productized, selective white-glove.

Go (custom) · Docs
Workflow / agent build

"Learning to think in the tool." Delivery: consultative, discovery-led, repeatable templates.

Large / complex
Enterprise platform rollout

Governance, champions, phased change management. Delivery: high-touch, EM-led.

Already staffed — Zach's Onboarding Managers, Alex's Solution Architects, Victoria's Engagement Managers. I'd name the model forming, not impose one.

5 / 20
01Product & Delivery

Each product onboards differently

Net-new · In Beta
Superhuman Go
  • Bundled, not yet sold or delivered — early pull is custom agents
  • Delivery = workflow discovery + custom builds; bespoke until marketplace matures
  • Open Q: how fast we productize into a reusable library
The Learning Curve
Superhuman Docs
  • "Learn to think in the tool," not a finished system
  • Adoption needs champions — change mgmt, enablement, governance
  • Docs AI lowers the floor; AI Views, GA MCP, Databases add surfaces
Behavior Change · Governance
Superhuman Mail
  • Like Grammarly — behavior change at scale
  • Enterprise challenge = governance: security review, style, tone
  • Real move: onboard the admin team, not just end users
6 / 20
01Product & Delivery

The multi-product risk — and what I'd pressure-test first

Greatest risk: the seams between products
  • Not any one product — the seams between them
  • Two specialist teams, two parallel plans, one customer
  • Resourcing conflicts; one sponsor over disconnected teams
  • Blended health can hide a stalled product → missed churn
How I'd mitigate — and pressure-test
  • One named owner for the whole outcome (the EM bridge)
  • A single milestone plan, even when staffed separately
  • Deliberate sequencing — lead with fastest time-to-value
  • Test: Docs-first or Mail-first? How many multi-product yet?
The Fairness Principle

A multi-product customer genuinely needs more touch — I'd weight capacity and health by product-mix complexity, never punish the most valuable customers with a flat metric.

7 / 20
02
02 · Building in a Build Phase

Stabilize what's in flight, then scale

How I'd build the model without slowing a team that's already delivering.

8 / 20
02Building in a Build Phase

First gather, then sequence — stabilize before scale

Inputs first: the three leads and every IC, utilization data, in-flight deliveries, and cross-functional context — strategy, roadmap, revenue, sales/SE, CS, pricing, partners.

Stabilize (0–60 days)
  • Define "good" per archetype
  • Stand up the EM function — scoping-vs-delivery split, conversion tracking
  • Outcome-framed scoping (no SOWs yet)
  • Make the in-flight Docs build safe
Then scale (60–120+)
  • Productize the repeatable motions
  • Instrument capacity for the future headcount case
  • Partners only after the internal model — roles, handoffs
  • Internal-first
Build Process Without Slowing Delivery

A thin one-page playbook per archetype, phased in at a pace the team can sustain — and co-built, so they own it.

9 / 20
02Building in a Build Phase

What "good" looks like at 30 / 60 / 90 — depends on who's asking

C-Suite / David hears
The team hears
30
Day
Current-state read + 2–3 strategic forks, with my recommendation.
I've listened, I'm in your deliveries, nothing's been blown up.
60
Day
"Good" defined per archetype; the EM charter; instrumentation tied to NRR/expansion.
One-page playbooks we co-built; the EM team has structure; the SA role is clarified.
90
Day
First productized motion live; a data-backed paid-services case; a headcount case.
A repeatable motion without heroics; a manager for the EM team; momentum, not whiplash.

Same plan, two truths — I'd hold both at once.

10 / 20
02Building in a Build Phase

Standing up the Go motion — a deliberate incubation, not a factory

Go isn't delivered yet — how we stand it up is itself a strategic fork. My instinct: find the shape before industrializing it.

A dedicated pod, to learn fast
  • A consistent pod of representative roles
  • Early custom builds with a few early adopters
  • Find the shape, then teach the rest of the org
Delivery pod, or wider GTM
  • Develops more than delivery — metrics, product feedback, sales messaging
  • Could sit inside Delivery, or go cross-functional as a GTM pod
Ready for the monetization model
  • Assume consumption pricing is being considered
  • Keep the motion ready to flex to it
  • Consumption → a forward-deployed-engineer model gets real legs

A strategic fork I'd want to align on early — not a settled plan.

11 / 20
02Building in a Build Phase

Where AI fits in delivery — near-term, and in sequence

The order matters as much as the tools — I'd build the foundation before the fleet.

First
The presale-to-delivery handoff

Synthesize what's known about the customer into a day-one kickoff. The biggest time-sink; the highest-leverage first move.

Then
Build the substrate

Standardize delivery tracking on a best-in-class, AI-native tool — Wrike today. Bias: make Docs the vehicle if it earns it.

Finally
A sequenced agent fleet

On that foundation: risk and health, capacity and forecast, QBR. Not a fleet on day one.

Where it fits, we deliver on our own product — this deck's metrics doc runs on the Docs MCP, which is GA.

12 / 20
03
03 · Metrics & the Signal

Measure the signals that predict durable revenue

The judgment behind what I'd measure — and when — while the function is still maturing.

13 / 20
03Metrics & the Signal

Lead the signals that predict revenue — before lagging metrics are trustworthy

Onboarding owns the front end of the retention machine — I won't let efficiency metrics quietly borrow from future churn.

Leading, before lagging
  • Lagging (NRR, retention) takes 2–4 quarters — the function is early
  • Watch: kickoff timeliness, time-to-value, activation, burn-vs-progress, risk aging
  • A leading indicator is a hypothesis until it correlates — instrument that first
Balance by design
  • Time-to-value = the value moment, not go-live
  • Pair every efficiency metric with a quality guardrail
  • Won't celebrate a speed gain that degrades its pair
Don't punish complexity
  • Complexity-weight the metric — no flat bar for multi-product
  • Monetize the complexity — more touch is often where paid services enter
  • Value, not a penalty
14 / 20
03Metrics & the Signal

Translate delivery into the language of revenue, retention, growth

The frame: revenue-at-risk protected, and expansion enabled, per dollar of delivery investment.

Behavior-change
Effective onboarding builds champions
retention + expansion
Workflow / agent
Instrument value fast
new agents = expansion · sticky agents = retention
Enterprise rollout
Trusted partner, pushing the outcome boundary
expanded use cases, protected revenue recognition
The Superhuman Docs metrics doc goes deeper

One source of truth, leading-before-lagging, complexity-weighted — plus a maturity view of what I measure now, what I don't yet, and when.

15 / 20
04
04 · AI in Practice

Accelerator, not crutch

How I actually work with AI — and how I'd build it into the team.

16 / 20
04AI in Practice

How I actually used AI — and where my judgment governed

AI as accelerator, not crutch — the skilled experts stay central; AI lets them scale more value.

My method
  • Write on an open canvas — find the points and structure
  • Walk and dictate a first version out loud (the elevator test)
  • AI synthesizes it into a tighter structure — it just accelerates a process I've always used
How I built this
  • Context files: the company, what I learned from the team, my own background
  • Tweaked existing skills to build the deck
  • Used your published brand guidelines to approximate the template
  • Built the metrics doc on the Coda MCP
Where my judgment governed
  • AI misread me on paid services — I caught it
  • Overrode its calls on what mattered, slide by slide
  • Max time on the points, minimum on formatting
17 / 20
04AI in Practice

How the team uses AI in delivery — and the one rule

Use AI aggressively — but own the output

If it's obvious you don't understand it, or never reviewed it, it's a waste of everyone's time. AI drafts the breadth; the person forces the distillation to the single biggest win, challenge, and blocker.

Sequence by delivery time freed
  • Prioritize the workflows that free the most delivery time first
  • Go agents — delivery expertise becomes agent-building expertise
  • AI-assisted data migration (bigger as Databases lands)
  • Scaled assets — how-to videos and tailored pre-kickoff materials
Build the muscle: crawl-walk-run
  • Start with the team's biggest pain points; make them co-creators
  • Shift from admin-heavy weeks to customers and outcomes
  • Like giving everyone a chief of staff
  • A multi-quarter journey, not a weeks-long project
18 / 20
05Open Discussion

The question you didn't ask — and mine for you

The question you didn't ask

You asked deeply about what I'd build and how I'd measure it — almost nothing about the people who'll build it. How do I earn the trust of a team mid-build, and keep the best of them through a leadership change, while asking them to change how they work? None of the strategy happens if the team doesn't come with me.

A few of mine for you
David
The biggest gap between how delivery runs today and what the strategy needs in 12 months?
Victoria
What's working and not in the EM launch — where do you most want a thought partner?
19 / 20

The foundation is here

I'd build the model with you.
Thank you — let's get into it.
Ben Ratcliff
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