.svg)
Move Clients from Onboarding to Launch, Faster
.avif)
.svg)
.svg)
Everything you need to run client onboarding & implementations in one place
Client Onboarding Portals
Give clients an on-brand client portal to upload files, complete onboarding tasks, and approve work--without endless email threads or 'just a quick reminder' pings.
Never Chase Clients Again
Automatically collect assets, approvals, files, and feedback in one place so projects keep moving.
Automated Onboarding Workflows
Automate reminders, task assignments, and follow-ups so projects keep moving—even when clients forget.
Make onboarding your edge, not your bottleneck.
LaunchBay helps you onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead.
Clients complete tasks, no chasing required
Automated task reminders and client notifications ensure nothing stalls, so you can stop chasing and start delivering.
An on-brand, client onboarding experience
Deliver a seamless client experience with white-labeled, no-login portals that make onboarding simple and fast.
Contracts signed. Projects started. No delays.
Send client contracts and get legally binding e-signatures without leaving your dashboard—so you can onboard faster and get paid sooner.
Client feedback, without the follow-up
Clients review, annotate, and approve files right in their portal. You stay in the loop, keep projects moving, and never need a "Just checking in…" email.
Collect client assets & information, without chasing them
Automate your document & file collection processes and eliminate bottlenecks in your client workflows.
Real-time onboarding progress
Clients can log in anytime to see what’s complete, what’s coming, and what’s holding things up—no back-and-forth required.
Built for teams where onboarding blocks growth
Ditch the spreadsheets and follow-up emails. LaunchBay centralizes every task, file, and approval—so onboarding and implementations move faster, with fewer bottlenecks.
Standardize client onboarding, approvals, and delivery without endless follow-ups
“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."
Run structured customer onboarding and implementations with clear ownership and visibility
"LaunchBay does everything we've dreamed of and more when it comes to onboarding software customers."
Keep complex CRM setups on track while collecting client data, access, and approvals
“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes"
Guide clients through structured engagements with clear steps and milestones
"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."
.svg){kind=icon}
Manage document-heavy, approval-driven onboarding with clarity and control
"Since implementing LaunchBay, a single team member can do the same work that once required four people."
Case Studies
Happier clients. Faster launches. Less chasing.
.avif)
“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes—freeing up our team to focus on delivering value instead of chasing clients.”
client onboarding
saved per client
manual follow-up emails
"LaunchBay allows us to manage internal work and client-facing communication in one place. Our projects are moving forward faster, which helps us be more profitable and produce better work for each client."
saved per week
feedback & approval on client files
internal workflow updates
.avif)
"The ability to productize a service using LaunchBay for onboarding has been a game changer for us. It’s allowed us to set up repeated tasks with automated follow-ups to ensure customers provide the information we need by the due dates we set."
saved per week
client onboarding
client meetings and phone calls
“We used to need a team of four full-time staff members to onboard clients. Since LaunchBay, a single person is all we need, and we've been able to move the other three team members to more revenue-focused roles."
saved per week
client information collection
days to onboard clients
“Instead of checking email, Monday, Slack, and Notion, I just open LaunchBay. I see what I need to do next, and I get to work.”
client onboarding
tools needed for onboarding
in follow-up calls & emails
.avif)
“Before, I could only take on five clients because I was using paper, spreadsheets, and constantly chasing people down. Now, I can handle twenty. I just hit a button and occasionally send a quick check-in message. LaunchBay lets us grow without getting bogged down by manual processes.”
in client capacity
saved per employee
manual follow-ups
.avif)
"Thanks to LaunchBay, we’ve reached full capacity for our programs while saving over 50 hours each week. Not only have we increased the number of available slots—we’re filling them faster than ever by eliminating manual back-and-forth and streamlining communication."
saved per program
manual follow-ups
saved per week
