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Automated client onboarding software that scales with your team
LaunchBay replaces messy spreadsheets, endless follow-ups, and manual checklists with a white-labeled, loginless onboarding platform. Automatically onboard new customers faster, reduce churn risk, and scale operations--without adding headcount.
Scale your user base without scaling your headcount
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Centralize everything your clients need for onboarding
Intake forms, implementation files, and contracts--all organized in one place. LaunchBay's white-labeled portals collect everything your team needs to launch faster, with zero back-and-forth.
Automate follow-ups and task tracking
Stop chasing clients and updating spreadsheets. LaunchBay keeps everyone on track with automated reminders, status updates, and deadline visibility.
Accelerate time-to-value with real-time visibility
Customers know exactly what's next in their onboarding journey. Reduce support overhead and help your CS team focus on delivering outcomes, not reminders.
Deliver a premium onboarding experience that drives adoption
LaunchBay gives every customer a seamless, branded onboarding experience. From contracts to kickoff, clients always know what to do, so your team can focus on driving adoption and delivering value faster.
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The platform behind seamless, scalable client onboarding
Why growing teams trust LaunchBay
to scale client onboarding
78% fewer
client phone calls & meetings
15+ hours
saved each week
37% faster
customer onboarding
“We used to need a team of four full-time staff members to onboarding 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."
Wade Lindquist
Rocketstay
"LaunchBay has helped us automate our onboarding process, simplify our deal-closing process, and keep our client projects more organized. My team also loves LaunchBay, as it allows them to do more in fewer hours by eliminating client follow-ups and tedious project management tasks."
Chase Miller
Impact Applications
"LaunchBay is everything we ever dreamed of in customer onboarding software. The no-login client portal makes it effortless for our customers to access their projects, while the clear task lists keep everyone aligned on what needs to be done and when."
John Reynolds
Civic Review
Frequently Asked Questions (FAQs)
What is client onboarding and why is it important for our business?
Client onboarding is the process of guiding a new client from signed agreement to active, value-generating engagement, including information gathering, setup, and alignment between teams and clients. It’s critical because it sets expectations, accelerates time-to-value, and directly impacts retention and client satisfaction. For growing B2B teams, strong onboarding turns demand into scalable delivery instead of operational strain.
What should a good client onboarding checklist include, and how can we create one using LaunchBay?
A good onboarding checklist clearly defines client responsibilities, internal handoffs, required information, milestones, and ownership so nothing falls through the cracks. In LaunchBay, this checklist becomes a reusable, automated workflow that assigns tasks, collects data, and tracks progress in one place. This ensures every client experiences a consistent, professional onboarding without relying on manual coordination.
How does LaunchBay help us improve our client onboarding process and ensure a smooth experience?
LaunchBay centralizes forms, signatures, payments, updates, and communication into a single branded client portal that keeps everyone aligned. Automation eliminates manual follow-ups while real-time status tracking reduces confusion and client questions. The result is a smoother, faster onboarding experience that reflects a high level of professionalism.
How can we automate client onboarding workflows with LaunchBay’s automation software?
LaunchBay allows teams to trigger tasks, reminders, and next steps automatically based on client actions or onboarding milestones. As clients submit forms or complete tasks, workflows advance without manual intervention. This keeps onboarding moving forward even when teams are busy or clients are slow to respond.
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.
How much time can automation software like LaunchBay save in client onboarding, and what tasks get streamlined?
Automation typically saves hours per onboarding by removing repetitive tasks like follow-ups, data chasing, status updates, and internal handoffs. Teams spend less time managing logistics and more time delivering value. Over time, this unlocks significant capacity without adding headcount.
How do we set up a client onboarding process in LaunchBay step-by-step?
Teams start by mapping their ideal onboarding journey, then building it once as a reusable template inside LaunchBay. That template is connected to automations, a branded client portal, and existing tools so onboarding runs consistently for every new client. From first touch to activation, progress is visible, structured, and easy to manage at scale.
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.