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See where every customer onboarding stands
Most onboarding tools tell you a task is checked off. That's not visibility.
The LaunchBay Onboarding Impact
See where every onboarding stands, down to the task.
Project health across every account in one view. At-risk accounts flagged automatically by AI Agents, with exactly which task is causing deadlines to slip and who owns the next step.
Health scores across your whole portfolio
Real-time status on every form, file, and approval
At-risk accounts surfaced before they become churn risks
Collect what you need without chasing it down.
Structured forms, document requests, and approvals with reminders built in. What used to take two weeks of follow-up comes back in days.
Replaces spreadsheets, Google Docs, and email threads
File and document requests tracked item by item
Automatic data validation through AI as it returns
Every customer knows what's theirs to do.
When customers access their onboarding portal, they know exactly where they are in their journey through a visual progress tracker, and activity feed. Reduce support overhead, surface blockers early, and help your CS team focus on delivering outcomes instead of sending reminders.
Customers open their portal from a single link
Each customer sees exactly what they own and when it's due
Your brand on everything, not ours
AI agents watch every account so you don't have to.
Automated reminders do the nudging. Three AI agents monitor everything else: overdue work, frustrated customer tone, and decisions buried in comments and meetings.
MCP connection to work out of your preferred AI tool
Agents flag issues and draft the next move
Chat directly with LaunchAI Chat to surface blockers or issues via a chat-based interface
Build your onboarding once. Run it every time.
Turn your best process into reusable templates for projects, forms, documents, and tasks. Dynamic workflows adapt each project to the customer, so the template fits without rebuilding. Refine as you learn what works, then take on more customers without taking on more work.
Reusable templates for projects, forms, documents, and tasks
Dynamic workflows adapt each project to the customer
Refine your process as you learn what works, then run the revised version for your next onboarding
Connects to the tools you already use.
A native HubSpot integration plus Zapier connects LaunchBay to your CRM and the rest of your stack, so a Closed/Won deal kicks off onboarding automatically and critical data flows in without re-entry.
Keep exploring LaunchBay's features
Client Portals
Give every customer a branded, loginless portal where they upload files, complete tasks, approve deliverables, and track project progress in real time.
Unified Inbox
Manage every customer conversation from one shared inbox with internal notes, @mentions, and AI-assisted replies. Convert messages to tasks in one click.
Automations
Trigger tasks, messages, and workflows automatically when deals close or milestones are reached. Keep onboarding moving even when your team is offline.
