Switching to new software can feel like a leap into the unknown, especially in the equine industry, where time is scarce and every detail matters. At Wise Option, we’ve seen it firsthand: the hesitation, the worry about downtime, and the fear of adding more stress to an already demanding business. That’s why we don’t treat onboarding as “just setup.” For us, it’s a carefully guided, hands-on process designed to set equine professionals up for long-term success. We want to make sure you aren’t alone. It is about making sure everyone involved feels supported, regardless of whether you are a solo vet, a trainer, a breeder, or have an entire team underneath you.
To give you an inside look, we sat down with our Account Manager, Lindsay Flitner, who brings over 13 years of equine industry experience to every new Wise Option user she works with. A lifelong horsewoman and a trusted voice in equine business management, Lindsay understands the unique challenges that clinics, breeders, trainers, and mobile vets face daily. For nearly three years, she has guided our software users through onboarding, making the process approachable, personalized, and effective.
As Lindsay puts it:
“No two businesses are alike, and no two teams learn the same way. That is why we don’t believe in a cookie-cutter approach to onboarding.”
From racetrack veterinarians constantly on the road to clinic managers balancing diverse staff needs, Lindsay has helped equine professionals in this diverse industry implement Wise Option successfully. Some prefer quick video calls, others thrive on in-depth walkthroughs, and many want written guides they can return to later. By adapting to these differences, our team ensures that every client not only gets comfortable with the software but also starts seeing value right away.
From the very first call, Wise Option focuses on the people behind the business. Every team has different learning styles, time constraints, and generational perspectives. Lindsey shares,
“A Gen Z tech might prefer a quick video call with screen sharing. A baby boomer practice manager might want a structured walkthrough with extra time for questions. Some staff love hands-on practice, while others lean on detailed written guides they can revisit later.”
By tailoring the roadmap to each client, implementation becomes smoother and less stressful. Teams are able to get comfortable with Wise Option faster and start experiencing its value right away.
“Implementation is not just about software,” Lindsay says. “It is about building a partnership that feels approachable, supportive, and designed for the people who use it every day.”
The partnership with a Wise Option account manager doesn’t end at go-live. As your practice evolves, whether you’re expanding your team, refining workflows, or adopting features like eBilling, we’re right there with you. Lindsay recalls one new user who was able to recover months of overdue payments:
“I also love seeing those that have our in a credit card integration, and they’ve gotten paid from people that haven’t paid them in like 6 months because our ebilling makes it easy to just pay online!”
Wins like that aren’t accidental; they’re the result of thoughtful implementation and continuous support.
Ready to see what a personalized onboarding experience can look like for your equine business? Talk to us today, and let’s design a roadmap built for your team.