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SOLUTIONS

OnRamp for Services Client Onboarding

Simplify the client onboarding process to focus on what you do best: deliver exceptional customer experiences. 

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KEY BENEFITS

Keeping the client experience at the forefront of onboarding

For professional services, the client experience is paramount. Our client onboarding solutions recognize this, offering tailored tools to streamline workflows and automate tasks. By simplifying the onboarding process, service providers can focus on building strong client relationships and driving business success

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Improve the client experience

Eliminate scope creep and boost client engagement with a branded, customer-facing portal providing a tailored onboarding experience that resonates with the needs and preferences of different customer segments

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Unblock onboarding

Unstick revenue Identify and resolve workflow bottlenecks quickly, enabling smoother project progression and enhanced efficiency to improve the customer experience and expand accounts

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Reduce manual processes

 Eliminate manual entry and errors by automating repetitive tasks and data entry processes with CRM syncing and efficient playbook creation, ensuring accuracy and efficiency throughout the onboarding journey
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Automate client onboarding

Streamline onboarding with intuitive automation and ensuring a consistent, seamless customer journey. Empower customers to engage and complete tasks efficiently, facilitate seamless collaboration, and enhance project visibility. Stop chasing down customers in your inbox and enable your CSMs to focus on quality interactions and value delivery.

Enhance project visibility to eliminate bottlenecks

Avoid project bottlenecks and onboarding delays with OnRamp's enhanced visibility capabilities. From streamlined task organization to customized internal experiences, OnRamp empowers teams to optimize task progression, collaborate seamlessly, and make informed decisions efficiently. 

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Optimize efficiency with automated workflows

Eliminate manual inefficiencies with OnRamp's automated workflows tailored for SaaS CS teams. Build dynamic project workflows using our intuitive no-code platform and customizable task library, adapting seamlessly to each customer's unique needs. 

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How Horizon Scaled School Onboarding

Prior to OnRamp, Horizon ran new school onboardings and implementations through shared Google Docs causing silos and added manual work. With OnRamp,  they are able to provide a cleaner, more professional customer portal for schools to complete tasks.