Co-Founder at SkipUp
Product leader who spent 10 years at HappyCo as VP of Product, scaling the company from $1M to over $20M in revenue and leading market-defining product launches in multifamily real estate. Founded Okonomi, an AI-first ERP for food businesses, and spent 8 years running Web Dissect, a product development consultancy for B2B SaaS companies. Now building SkipUp to transform how businesses schedule meetings with AI. Writes about the operational problems he has spent his career solving: stakeholder alignment, meeting coordination, and the gap between lead capture and first conversation.
The gap between knowing who should attend implementation meetings and getting them there. A lifecycle framework from handoff to kickoff to ongoing check-ins.
Three paths to automate implementation meeting scheduling after a deal closes — email, Zapier, and API — so your CSM stops chasing calendars and starts running kickoffs.
Executive sponsors disengage after the sale, leaving CS teams without decision authority. A 7-signal checklist and re-engagement framework.
Implementation kickoffs stall when key stakeholders are missing. Use this 6-role diagnostic table to find the gaps before week three finds them for you.
A customer onboarding stakeholder mapping template with 8 roles across 5 implementation milestones. Know who attends each meeting before you schedule it.
Your implementation depends on one contact. A CS multi-threading playbook to build relationship redundancy at every milestone before that thread breaks.
SaaS implementation stakeholder alignment starts with closing the gap between knowing who should attend and getting them there. A lifecycle framework from handoff through kickoff.
Your handoff doc transfers information. This checklist gets the right people scheduled. A meeting-coordination checklist for the sales-to-CS handoff.
Every delayed implementation meeting adds days to your time to value. Learn how the calendar tax compounds across milestones and what reduces it.
Trigger implementation kickoff meetings programmatically with the SkipUp REST API. Multi-participant scheduling, idempotency, webhooks, and working code in Python and Node.js.
Demo request forms collect one person's information, but B2B meetings require five people's availability. That mismatch is where pipeline dies — and faster scheduling links do not fix it.
Abandoned form lead recovery explained: up to 70% of leads never book a meeting. Learn how to detect this hidden pipeline leak and recover lost prospects.
Connect HubSpot forms to SkipUp via Zapier to recover leads who submit but don't book. Step-by-step for both Zapier and HubSpot workflow paths.
Learn how to recover leads who did not book a meeting with this step-by-step playbook. Set up an automated Zapier recovery workflow in under an hour using SkipUp.
Most B2B teams lose 50-70% of leads between form submission and meeting booked. See the benchmarks and calculate your own form-to-meeting conversion rate.
Your Salesforce leads are assigned but not booking meetings. Build an automated recovery workflow with Zapier and SkipUp to schedule meetings with every lead.
Respond in 5 minutes or lose the deal. Automated AI scheduling closes the gap between response and booked meeting, 24/7.
Step-by-step Zapier workflow to detect leads who submit forms but skip booking. Covers Paths, conditional delays, multi-form scaling, and SkipUp recovery triggers.
Build a lead recovery pipeline with the SkipUp REST API. Create meeting requests, verify webhook signatures, and close the loop.
Learn how to connect SkipUp to thousands of apps through Zapier and build automated workflows that schedule meetings without lifting a finger.