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. Clients get a branded portal with tasks, forms, contracts, and real-time progress tracking. Your team gets hours back every week.
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Powering 20,000+ client projects every month
LaunchBayClient Onboarding Automation Platform
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Turn every customer onboarding into a successful launch.

Client portals

Every customer gets a branded, loginless portal to complete tasks, upload files, sign contracts, and track progress.

Automated reminders

Task reminders and deadline notifications go out automatically, so onboarding keeps moving without manual follow-up.

Dynamic workflows

Build your onboarding process once and run it for every customer. Templates adapt to each customer without rebuilding from scratch.

Document collection

Collect intake data, gather signatures, and share files for approval, all from inside the Client Portal.

Live reporting

See every customer on one screen, down to the exact field or document holding up onboarding. Step in before delays happen.

Integrations

Connect your CRM and existing tools to kick off customer onboarding automatically and pass critical data into LaunchBay.

Scale your client base without scaling your headcount

Centralize everything clients need for onboarding

Intake forms, implementation files, contracts, and invoices all live in one branded portal. Clients complete everything from a single workspace, and your team gets what they need to launch faster with zero back-and-forth.

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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. When clients complete a step, the next one triggers automatically.

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Accelerate time-to-value with real-time visibility

Clients know exactly what's next in their onboarding 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.
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Keep exploring LaunchBay's features

Client Portals

Give every client a branded, loginless portal where they upload files, complete tasks, approve deliverables, and track project progress in real time.

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Unified Inbox

Manage every client conversation from one shared inbox with internal notes, @mentions, and AI-assisted replies. Convert messages to tasks in one click.

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Automations

Trigger tasks, messages, and workflows automatically when deals close or milestones are reached. Keep onboarding moving even when your team is offline.

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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 deal to fully up and running, including information gathering, setup, and alignment between your team and the client. It's critical because it sets expectations, speeds up time-to-value, and directly impacts retention and satisfaction. For growing teams, good onboarding is the difference between scaling smoothly and drowning in manual work.
What should a good client onboarding checklist include?
A good onboarding checklist defines client responsibilities, internal handoffs, required information, milestones, and ownership so nothing falls through the cracks. In LaunchBay, this becomes a reusable project template that auto-generates tasks with due dates, forms, contracts, file requests, and automated reminders for every new client. Your team builds it once and runs it at scale.
How does LaunchBay help improve the client onboarding experience?
LaunchBay centralizes forms, signatures, payments, file collection, and communication into a single branded client portal. Clients access everything through a secure magic link with no login required. Automated reminders replace manual follow-ups. Clients see where they stand through a visual progress tracker. And your team manages all communication from one shared inbox.
How can we automate client onboarding workflows with LaunchBay?
LaunchBay lets you trigger tasks, reminders, messages, and next steps automatically based on client actions or onboarding milestones. When a deal closes in your CRM, a project can spin up automatically via Zapier or HubSpot integration. As clients submit forms or complete tasks, workflows advance without manual intervention, keeping onboarding on track even when your team is focused elsewhere.
Can LaunchBay integrate with our CRM and other tools?
Yes. LaunchBay offers a native HubSpot integration and connects to thousands of other tools through Zapier. Teams can trigger onboarding projects from CRM events, embed third-party apps directly in client portals, accept payments via Stripe, and sync data with internal systems.
How does LaunchBay handle client communication during onboarding?
LaunchBay includes a unified inbox where your team can manage all client messages and task comments across every onboarding project. Team members can add internal notes, @mention colleagues, and use AI to draft responses before replying. Clients receive notifications via email and can reply from their inbox or directly inside their portal.

Take command of every customer onboarding.

One platform to run, monitor, and unblock every customer onboarding. Replace scattered tools with one branded portal for onboarding clients, coordinating work, and delivering a better client experience.

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