Automate onboarding. Streamline implementation. Launch new customers faster.

Stop churn before it starts. LaunchBay automates the critical handoffs between sales, onboarding, and delivery so customers experience value faster.

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Why do leading B2B teams prefer LaunchBay?
2x
faster time-to-value

Customers experience meaningful progress and activation sooner.

90%
fewer delayed launches

Automated workflows prevent stalls and keep onboarding moving toward launch.

20+  
hours saved every week

By eliminating manual follow-up emails and project management busywork.

Automations that keep work moving, without tool-switching

LaunchBay automations orchestrate your CRM, billing, forms, and delivery tools into a single onboarding and implementation flow. From deal close to launch, work progresses automatically so teams stay aligned, clients see progress, and nothing gets stuck between systems.

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Automations that run onboarding for you

LaunchBay automations trigger onboarding and implementation automatically from real business events so work moves forward without manual coordination and customers reach value sooner.

Automatically kick off onboarding the moment a deal is closed

When a deal is marked Closed/Won in your CRM, LaunchBay automatically creates the onboarding project and invites the client into a white-labeled, loginless portal. Onboarding starts immediately with no manual setup, handoffs, or delays so customers see progress from day one.

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Automatically send invoices when contracts are signed

The moment a contract is signed, LaunchBay sends the invoice automatically, payable directly inside the client portal. Work moves forward only after payment is complete, keeping projects profitable, timelines predictable, and launches on track.

Collect onboarding information without follow-ups

LaunchBay automates the collection of files, forms, feedback, and approvals inside a single client-facing portal. Requests trigger automatically, progress stays visible in real time, and onboarding moves forward without manual chasing or back-and-forth.

Reveal the right client portal resources at each stage

LaunchBay automations can dynamically show or hide portal tabs as onboarding progresses. Clients only see what matters next, reducing confusion, preventing overwhelm, and keeping onboarding focused and moving forward.

Automatically activate upsells and add-on services

When a client opts into an additional service, LaunchBay automatically adds the right tasks, approvals, and client actions to the existing workflow. Expansion work moves from agreement to execution without new projects, manual setup, or disconnected processes.

“LaunchBay easily saves us over 15 hours a week by removing the need for manual follow-ups and calls to gather client files, feedback, and approvals - so projects move to completion faster.”
Justin Kavanaugh
Sites as Scale
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Reviewers Agree: LaunchBay Delivers

Frequently Asked Questions (FAQs)

What are automations in LaunchBay, and how do they work?
Automations in LaunchBay allow teams to automatically trigger actions based on client behavior or project milestones. Instead of manually managing every step, workflows move forward automatically. This helps teams scale without adding operational overhead.
How can LaunchBay automate client onboarding workflows?
LaunchBay automates onboarding by triggering tasks, reminders, and next steps based on client actions or milestones. As clients complete forms or tasks, workflows move forward automatically. This keeps onboarding progressing without constant manual coordination.
How do LaunchBay automations reduce manual follow-ups with clients?"
LaunchBay automations eliminate the need for manual follow-ups by sending reminders and next steps automatically. Clients are prompted at the right time without teams chasing responses or information. This reduces delays and keeps onboarding on track.
Do I need technical skills to set up automations in LaunchBay?
No. LaunchBay automations are designed to be no-code and easy to configure. Teams can set up automations using simple rules and workflows. Everything can be reviewed and adjusted without technical expertise.
Can LaunchBay integrate with other tools to collect onboarding data from clients?
Yes. LaunchBay integrates with thousands of tools to collect onboarding data and trigger workflows. Teams can embed apps in client portals, accept payments via Stripe, or use Zapier to sync data with CRMs, forms, and internal systems.
Can LaunchBay integrate with my CRM to automate client onboarding?
Yes. LaunchBay connects directly to CRMs like HubSpot, Salesforce, and Pipedrive. When a deal is marked closed or won, LaunchBay can automatically create an onboarding project and invite the client to a loginless, white-labeled portal.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

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