Introducing Lanes: A New Era for Customer Onboarding Automation

Introducing OnRamp Lanes: a powerful automation feature that visually organizes and maps your entire customer onboarding workflow in a clear, linear format—delivering optimal efficiency and a seamless experience from start to finish.

With Lanes, internal teams gain a centralized workspace that automates new project creation, progresses customers through stages based on preset rules, and ensures a consistent, high-quality experience with reusable playbooks. By eliminating high-touch, time-consuming tasks, Lanes frees teams from unnecessary manual work and intervention.

For customers, this means a frictionless onboarding experience, free from fragmented stops, starts, and frustrating delays. Instead, they’re smoothly guided through each stage, setting the foundation for a stronger long-term relationship from day one.

Say Goodbye to Random Acts of Onboarding

Lanes takes the work out of your workflows by putting your entire onboarding process into a clear, easy-to-follow layout for your team to map and create automation rules for every task, step, and project milestone—all in one place. 

Each onboarding journey is organized into a simple, step-by-step flow, cutting down on scattered to-dos and messy steps that can slow things down and can be created by any team member—whether dedicated specifically to onboarding or not.

With Lanes, every customer follows a smooth yet automated path based on your pre-determined rules and requirements, making sure everything is predictable to plan and moving forward—keeping everyone aligned and tracking to desired outcomes.

Inside Lanes: How it Works

Visual Workflow Mapping

Lanes offers an intuitive, widely-used Kanban interface that visually maps out every step of your onboarding process. This format gives customer-facing teams a clear, organized view of each stage, making it easy to organize, manage, and track even complex workflows. 

Automated Project Creation with CRM IntegrationWith seamless integrations to Salesforce and HubSpot, OnRamp can automatically create new onboarding projects in the background, based on key events, like a closed deal or another preferred trigger. This automation reduces the need for manual project setup, saving time, minimizing errors, and reducing messy handoffs from Sales to C/S. Now teams can focus on high-impact tasks rather than repetitive setup work, while scaling their capacity to handle more projects with ease.

Automated Project Advancement

Automatically moving customers through each onboarding stage—or straight to key milestones, based on predefined rules, saves your team from tedious manual work and cuts out delays. With automation handling routine steps in the background, your team is elevated to a place where they can build stronger customer relationships and tackle more complex and technical needs.

This streamlined flow means customers reach value and that aha moment faster, without unnecessary stops or gaps. Each journey can be tailored to fit specific customer profiles, ensuring everyone progresses through onboarding as appropriate and on pace.

Reusable Workflow Templates & Playbooks

OnRamp equips anyone on the customer team, whether onboarding specific,  to create reusable templates and playbooks, to deliver consistent, high-quality onboarding experiences for every customer—in a way that they can sustain over time, even with surges in new onboarding volume.

With standardized workflows, teams achieve reliable, repeatable results and can scale onboarding efforts smoothly. This consistency across projects leads to dependable outcomes that drive real customer success and are transferable as your team changes and your business grows.

Lanes in Action: Examples from Automated Onboardings

Use Case 1: New Commercial Deals with Multiple Product Types

For companies managing a diverse range of offerings, onboarding processes can quickly become complex. Lanes simplifies this by dynamically triggering specific workflows based on CRM data, allowing onboarding processes to adjust seamlessly for any number of products purchased, customer segments, customer tiers, and more. 

With direct CRM integration, Lanes pulls in relevant information automatically, ensuring each onboarding experience is personalized and tailored to the specific product—without requiring additional setup or manual updates. This automation keeps all of your onboardings efficient, structured, and easy to scale as your business needs change.

Use Case 2: New Enterprise Deals with Manual Assignments and Handoffs

Enterprise-level onboarding often involves more hands-on management, including customized handoffs and role assignments. Lanes facilitates these complexities by allowing managers to assign Customer Success Managers (CSMs) and create mini-projects to streamline the handoff process. 

The multi-stage functionality within Lanes provides a clear path for each step of the onboarding journey, moving task-cards smoothly between stages. This helps prevent oversights and ensures every team member knows exactly where their attention is needed, enhancing collaboration and keeping every high-priority project detail on track.

From Efficiency to Engagement: The Top Benefits of Lanes

Friction-Free Launches

With Lanes, teams can map, launch, and manage multiple onboarding projects seamlessly. The visually-friendly, Kanban-style workflows provide a clear structure, allowing team members to see every task and stage at a glance. 

This intuitive setup makes it easy to coordinate across projects, reducing time spent on organizing and enabling teams to dive directly into action. For high-volume onboarding, Lanes keeps everything structured, accessible, and ready to scale.

Efficiency Multiplied

Lanes uses task advancement automation to minimize manual steps, keeping projects moving without constant oversight. With predefined rules in place, tasks progress through each stage automatically, removing bottlenecks and freeing up teams to focus on strategic priorities. 

By reducing repetitive work, this automation ensures that no project stalls and that teams can concentrate on delivering a high-quality customer experience.

Sustained Consistency

For teams focused on scaling, consistency in onboarding is essential. Lanes supports this with reusable templates, standardizing each step of the onboarding process to ensure every project meets high-quality standards. These templates make it easy to replicate successful workflows, creating a reliable experience for every customer and laying the groundwork for sustainable growth.

On a Mission 

The launch of Lanes reflects our commitment to transforming customer onboarding into the strongest lever for retention and securing its place at the strategic table. As with OnRamp Lanes, the right automation empowers teams to move beyond routine tasks to meaningful work—fostering stronger customer relationships, addressing complex challenges, and paving the way for long-term success. 

By streamlining every step and ensuring consistency, Lanes enables teams to deliver a seamless onboarding experience that builds loyalty from day one. This feature is more than just an efficiency upgrade; it’s a testament to our mission to make onboarding a powerful driver of growth and a strategic advantage for our customers.