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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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Say goodbye to the clunky spreadsheets and attachments lost in email threads. Keep projects on track and prevent scope creep with OnRamp’s branded customer portal. Keep all of your clients’ projects visible making it easy for them to complete in one place. Enable your client services teams to focus on value delivery, instead of chasing down clients.

By automating administrative tasks and fostering seamless communication between clients and service providers, OnRamp empowers businesses to prioritize client satisfaction and drive long-term success.


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


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


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


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. With consolidated project information and tailored workflows, OnRamp ensures a smooth journey for both technical and non-technical users, eliminating communication barriers and administrative burdens.

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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. With capabilities like conditional logic for dynamic task flows, simplified document collection, and automated decision-making, OnRamp streamlines onboarding processes, boosting engagement and completion rates for a smoother, more efficient experience.

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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.


Ready to see OnRamp in action?

Our team will walk you through OnRamp's customer-facing portal and internal platform in a 30-minute demo.