Onboard.io reposted this
My reaction to whenever someone says that they prefer to run their customer onboarding in spreadsheets + emails. Onboard.io
Onboard.io
Software Development
Miami, Florida 1,427 followers
Your churn problem starts on day one. We fix it.
About us
Onboard.io helps B2B SaaS companies manage and scale customer onboarding so customers launch faster, see value sooner, and expand more often. Most companies spend heavily to acquire customers, but onboarding is still managed in spreadsheets, email, and scattered tools. This leads to slow implementations, poor visibility, missed handoffs, and inconsistent customer experiences. Onboarding is not just project management and it’s not just customer success. Onboarding is where your company proves the customer made the right decision. When onboarding is slow or disorganized, time-to-value increases, retention suffers, and expansion gets delayed. Onboard.io gives teams a single system to manage the entire onboarding journey from kickoff to go-live and beyond. Teams can standardize onboarding with templates and launch plans, manage all customer projects in one place, provide customers with a shared onboarding portal, automate workflows and handoffs, sync data with HubSpot and Salesforce, and track onboarding progress and time-to-value. Instead of chasing tasks, emails, and status updates, teams can focus on getting customers live and delivering value. We believe onboarding is one of the most important revenue functions in a SaaS company. Onboard.io helps companies turn onboarding into a repeatable, measurable, and scalable system that drives faster time-to-value for every customer.
- Website
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http://onboard.io
External link for Onboard.io
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Miami, Florida
- Type
- Privately Held
- Founded
- 2020
- Specialties
- customer onboarding, customer success, SaaS, B2B Software, Software, B2B, Startups, CSM Management, Onboarding, and Implementation
Products
![Click here to view Onboard.io - Customer Onboarding Software]()
Onboard.io - Customer Onboarding Software
Customer Success Software
Onboard is software for the modern customer success organization to streamline the customer onboarding process to launch customers faster. It’s built upon a proven framework that automatically creates dynamic launch plans, enables easy collaboration with customers, and 360-degree visibility across all stakeholders to onboard customers faster and more effectively.
Locations
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Primary
Get directions
Miami, Florida 33139, US
Employees at Onboard.io
Updates
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New blog post by Jason, go check it out! https://lnkd.in/ewYfgdbV
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Onboard.io reposted this
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Onboard.io reposted this
At Onboard.io, our goal is to improve your customer onboarding experience. When our customers ask for new features so that they can improve their process, we listen (and deliver). If your customer onboarding process is in need of an upgrade, come check us out.
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Onboard.io reposted this
Here’s a spicy take for all the CS leaders in my network: Onboarding doesn’t reduce churn, but it does produce leading indicators that predict it. The first claim gets your CS budget cut. The second one grows it. Churn happens 12-24 months after onboarding ends. Champion turnover, budget cuts, product gaps, and competitive losses all happen in between. Attributing a renewal in month 20 to a kickoff call in month one isn’t causation. The cleaner frame is that onboarding produces leading indicators. Examples: ~Right users logged in. ~Core workflow used in 30 days. ~Second team activated. Those indicators predict retention. The onboarding team owns the indicators, not the retention number. Anyone disagree? I’d love to hear your viewpoints.
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Onboard.io reposted this
The accounts that quietly churn are almost never the hard ones. The hard implementations get attention. Weekly steering. Named owners. Exec sponsors. They're complex and visible, so they get resourced. The accounts that die between renewals are the easy ones. Clean technical setup, fast to launch, low ticket volume. Nothing that pings your dashboard. Then the champion leaves. The buying committee shuffles. Priorities shift one quarter, then another. Six months later you're on a renewal call with someone who has no memory of why their company bought your product. This is the quadrant most CS teams miss: low complexity, high stakeholder risk. Easy to launch, easy to lose. The fix isn't a better launch plan. The fix is tracking who your stakeholders actually are, whether they're still there, and whether anyone besides the original champion can articulate the value you deliver. Stakeholder turnover is the single best leading indicator of onboarding risk I've watched in the wild. Most teams don't track it because their playbook is calibrated to launch, not to retention. Wrote a longer piece on where these silent failures live. Link in comments.
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Check us out at Onboard.io 😎
I love getting emails like this after a demo. It’s validation for what we are building and the problems we are solving. If you are still onboarding your customers manually with spreadsheets and follow up emails, check us out. Your customers deserve better. Onboard.io
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