STANDARDIZE ONBOARDING WITHOUT HEADCOUNT GROWTH

How do I deliver high-touch customer onboarding without the heavy lift?

When onboarding relies on one-off processes, teams waste hours, customers get inconsistent experiences, and revenue quietly leaks out. What works for a few accounts won’t scale across segments or teams, and customers start to check out early when that lack of readiness shows. 

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Customers have disjointed interactions

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Teams become reactive and overloaded

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Leaders can’t see what’s at risk

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Expansion readiness is delayed 

48% of customers abandon onboarding if they don’t see value quickly.

Onboarding Challenges

Most tools are optimized for task management, not onboarding at scale. They help you track activity but not progress, value delivery, or risk.

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No repeatable processes.

No way to templatize successful processes or automate repeatable tasks across accounts.

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Teams are overloaded.

Scaling that requires more people, not smarter systems, doesn't reduce the manual burden.

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Personalization can't scale.

Playbooks vary by team or region, limiting your ability to scale or ensure quality.

Risk and opportunity go unnoticed until it’s too late.

Scale revenue without scaling headcount

OnRamp's customer onboarding platform delivers automation, playbooks, and full visibility into onboarding progress and engagement. OnRamp helps you scale what works and eliminate what stalls growth. 

CRM Sync

Segmented Playbooks by Tier or Product

Standardize high-performing onboarding programs across segments while preserving personalization.

Time Tracking

Workflow Automation & Task Assignment

Automate repetitive steps, assign tasks based on rules, and reduce manual effort across the board.

Project Velocity

Reusable Templates & Projects

Create and launch repeatable onboarding motions without starting from scratch every time.

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Ready to see what’s possible?

We’d love 30 minutes to show how to get your customers to their value destination faster.