SPEED UP TIME TO VALUE, ACTIVATION & REVENUE
How do I turn customer onboarding from a cost center into a revenue driver?
Poor onboarding isn’t just frustrating. It’s quietly eroding your margins. Most companies don’t notice the damage until churn shows up in the numbers. Every friction point sends a signal to your customer that you’re not ready for their business.
57% of companies that cut onboarding investment saw increased churn within 6 months.
Onboarding Challenges
General project management tools, trackers, and workflow solutions were never designed for the unique needs of onboarding, failing to prioritize customer outcomes, expansion, and retention.


Teams are running blind.
CS leaders can't track how long it takes customers to activate or where delays are occurring.


Onboardings are delayed.
Spreadsheets and email chains create lag, missed steps, and slower time-to-first-value.


Revenue is stuck.
There’s no way to tie onboarding progress directly to expansion readiness or revenue recognition.
Companies aren’t operationalizing onboarding like the revenue moment it is. Without clear visibility and alignment, they lose momentum and create risk when it matters most.

Automated Onboarding Workflows
Keep customers advancing every step of the way without manual delays.

Milestone-Based Progress Tracking
Define and monitor value-driven milestones to speed up activation and time-to-first-value.

CRM-Initiated Project Kickoff
Launch onboarding right from CRM with deal-specific data auto-populated, for zero lag between sales and delivery.