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Stop chasing customers for the data you need to launch them.
collection of client contracts, files, and forms
saved per week on follow-ups and client requests
customer launches, adoption, and time-to-value
Your onboarding process is costing you customers. LaunchBay fixes it.
See every onboarding
THE PROBLEM
Onboardings stall and you don’t find out until customers are already frustrated.
SOLUTION
LaunchBay shows every onboarding on one screen, down to the exact field or document holding up launches, so you step in before it costs you customers.
Dynamic workflows
THE PROBLEM
Every customer needs something different, and that creates manual work for your team.
SOLUTION
LaunchBay's reusable workflows adapt to each customer, so you build your process once and run it for everyone.
Automated reminders
THE PROBLEM
Your projects only move forward when you nudge clients yourself.
SOLUTION
LaunchBay automatically reminds clients what they still need to complete and sends them straight back to their portal to do it.
Autofill information
THE PROBLEM
Your team retypes client data across forms, contracts, and tools.
SOLUTION
LaunchBay pre-fills everything with existing data and passes it from one task to the next, including data from your CRM.
Data validation
THE PROBLEM
Clients submit forms with missing or wrong information, and your team cleans it up.
SOLUTION
LaunchBay's AI validates submissions as they arrive, flags issues, and asks the client to fix them before anyone on your team sees them.
Unified platform
THE PROBLEM
Client information, files, and communication get scattered across email, chat, and a half-dozen tools.
SOLUTION
LaunchBay brings tasks, messages, files, and project status into one shared workspace where your team and customers stay aligned.
“Before LaunchBay, we would spend 4+ hours per client tracking down onboarding information. Now, with automated follow-ups doing the heavy lifting, that entire process takes just 15 minutes.”
Lloyd Bookkin
Head of Customer Success
client onboarding
saved per client
manual follow-ups
Replace the document chase with a process that runs itself.
Keep customers participating and accountable
Onboarding stalls when clients don't know what's expected. LaunchBay drops them into a branded, loginless workspace with every task, due date, and update in one place, so they always know what's next.
Everyone sees project status in real time
No more 'what's the latest?' emails from customers. No more 'what's needed next?' questions from your team. LaunchBay shows everyone exactly who's responsible for each step, what's been done, and what's next.
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Stop wasting time re-entering data
Save your team from double data entry in forms, contracts, and tasks. LaunchBay passes the information you already have automatically, from one stage to the next, pulling from your CRM and existing tools so data flows in without manual entry.
An AI that oversees every implementation for you
LaunchBay's AI builds your workflows, validates documents, and reminds clients to provide the information you need. From onboarding to launch, progress happens without your team chasing clients down.
Built for data and document-heavy workflows
Customer onboarding
Build a structured onboarding workflow once and run it for every client. Tasks, forms, and document requests are assigned automatically so clients always know what to do next.
Document collection
Request files, contracts, and supporting documents directly inside the client portal. Clients upload in one place. Your team sees exactly what's been received and what's still outstanding.
eSignatures
Send agreements, SOWs, and proposals for signature without leaving LaunchBay. Clients sign directly in their portal. No DocuSign account, no extra tool, no additional link to send.
