Scale your onboarding, not your headcount
Gain the visibility and data you need to optimize revenue recognition, allocate resources, and standardize quality across your entire team.
Sound familiar?
These challenges are costing you revenue and making it impossible to scale.
No visibility
No idea which onboardings are on track and which are at risk until it's too late. You're flying blind and it's hurting revenue.
Inconsistent quality
Every CSM does onboarding differently. Quality varies wildly. Some customers get white-glove treatment, others get lost in the shuffle.
Can't measure what matters
No way to track time-to-value or identify bottlenecks. You're making decisions based on gut feeling, not data.
Built for CS leaders
The visibility and control you need to run a world-class onboarding operation.
Revenue Forecasting
Make implementation timelines predictable. Know exactly when customers will go live and when revenue will be recognized.
Resource Allocation
Identify bottlenecks before they become fires. See which team members are overloaded and redistribute work instantly.
Process Optimization
Data-driven insights help you identify where customers get stuck, so you can continuously improve your onboarding capacity.
Executive visibility
A single dashboard shows the health of every onboarding in your pipeline. Spot at-risk projects before they become churn.
- Overall portfolio health at a glance
- Time-to-value metrics per customer
- CSM performance tracking
- Custom tags for segmentation
Action needed
TechStart Inc is 5 days behind
Do more with the same team
Automation and templates let your team handle more customers without burning out. Standardize quality while increasing capacity.
- Templates ensure consistent experience
- Automated reminders reduce manual work
- Self-serve portal reduces back-and-forth
- Team workspaces for collaboration
Active
Completed
This month
From gut feeling to data-driven
Stop guessing. Track time-to-value, identify bottlenecks, and continuously improve your onboarding process with real data.
- Time-to-completion analytics
- Engagement scores per customer
- Bottleneck identification
- Exportable reports
14 days
Avg. TTV
-23%
94%
Completion
+12%
High
Engagement
+8%
Bottleneck: Doc review 3x longer
Real results from real teams
Join hundreds of companies transforming their onboarding
Faster time-to-value
Onboarding capacity
Visibility into pipeline
Get the visibility you need to scale
Data-driven onboarding that grows with your business.
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