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Automate and manage the customer onboarding and implementation process.
Creates dynamic, customizable launch plans for every new customer. Provides a collaborative customer portal for tracking onboarding progress. Automates repetitive tasks and document requests via 'Workflows'. Includes 'AI Insights' to identify bottlenecks in the implementation cycle. Features a team inbox for unified communication during the onboarding phase.
Accountability: Clear, shared checklists ensure that both the vendor and the customer know who is responsible for what. Transparency: Eliminates the 'black box' of implementation by giving stakeholders real-time visibility. Efficiency: Reduces manual follow-ups by up to 50% through automated notifications. Scalability: Allows small teams to manage complex, multi-stakeholder enterprise onboardings professionally.
Category: Business & Operations
Team Size: 2-10
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Onboard is a customer success platform designed to streamline the 'handoff' from sales to implementation. It replaces spreadsheets and fragmented project tools with dynamic, collaborative launch plans that give both teams and customers a clear path to value, reducing time-to-live and churn for B2B SaaS companies.
Founded in 2020 by Will Stevenson in Detroit. Will spent over a decade building customer success and onboarding teams for some of the world’s largest brands. Having experienced the pain of managing complex implementations via spreadsheets, he built Onboard to turn his expertise into an automated, scalable product.
