Shubh Suthar

Customer Onboarding Specialist @Unbounce

Toronto, ON, CA

As part of my role at Insightly, I have built expertise in delivering seamless and impactful CRM implementations. I am learning how to empower go-to-market teams to sell smarter, cultivate long-term customer relationships, and accelerate growth by maximizing their investment in the Insightly platform.Key areas of focus and learning include- End-to-End Onboarding Framework – Gained hands-on experience with Insightly’s structured, multi-phase onboarding model, including the sales-to-onboarding handoff, client discovery research, and personalized kickoff planning- Consultative Enablement – Learned strategies for facilitating live client sessions, covering CRM setup, pipeline design, workflow automations, and page layout customization tailored to unique business processes- Project & Client Health Management – Trained in managing onboarding projects directly within Insightly CRM, including progress tracking, updating project fields, and monitoring client health scores to ensure measurable success- Unified Platform Mastery – Built knowledge of the full Insightly ecosystem (CRM, Marketing, Service, and AppConnect) to help clients centralize data, improve productivity, and align cross-functional teams- Long-Term Success Strategies – Developed expertise in facilitating smooth client transitions to Customer Success and Support teams, ensuring continuity beyond onboarding.