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Out-of-the-box Customer Onboarding

Get 2x – 3x productivity from implementation and CS teams with process design, management, and automation tools for customer onboarding.


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Design and Manage the Right Onboarding Experience

Gain efficiency and scale by formalizing your onboarding with easy-to-use process design tools that become active onboarding projects visible to teams and customers.

Keeping everyone aligned on activities and goals, holding teams accountable, and eliminating waiting on customers can shorten time-to-value by up to 50%.

Automate Admin Activities and Customer Communication

With integrations with Salesforce, Hubspot, and more, you can improve efficiencies and scale by automating the assignment and kickoff of onboarding projects based on criteria from external tools and data sources.

Eliminate the time-intensive activities of chasing, updating, and progressing customers through the onboarding process with automated notification, update, and in-process email communications. And, with our Gmail and Outlook integrations, all emails come from and get replied to your business email account.

Improve Retention by
Winning at Customer Onboarding

Deliver the Right Onboarding Outcomes with the Right Processes

Onboarding teams ensure that products are implemented to live up to their promises. We make it easy for your team to deliver the right customer experiences so customers achieve the right onboarding outcomes at scale.

Close the Strategy-to-Execution Gap

High-level customer onboarding plans leave too much to interpretation and inconsistency.

Our platform’s detailed guidance ensures that everyone executes the right way every time.

Proactively Measure and Improve Process-Specific Metrics

Have clear visibility and take control of the leading indicators that produce the best results and deliver an exceptional experience at scale.

Create Shared Visibility and Accountability

Dramatically reduce time to value and manage expectations by providing visibility and driving accountability so that everyone — including customers — is clear on their role in achieving success.

Be Strategic

Don’t let busy work stop you from becoming the strategic partner your customers need. Our system automates day-to-day customer communications so you can work on what matters most.

Scale Your Onboarding Success

With time management dashboards that show the most important activities to work on and automated workflows, your teams can work with two or three times as many customers without diluting your customer experience and success.

What our clients say