A Customer Success Platform That Onboards Faster and Scales Smarter

Give your implementation and onboarding teams a single tool to move clients from signed to successful—faster. Eliminate handoffs, automate follow-ups, and give customers a loginless, white-labeled portal that keeps everyone aligned.

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Automate client onboarding and deliver white-glove implementation service at scale

Simplify onboarding for implementation teams

Intake forms, contracts, task checklists, file uploads—all in one place, with automations to keep clients moving.

Centralize & streamline client communication

No more scattered emails or Slack threads. Clients message your team, submit files, or ask questions.

Automate manual follow-up & reminders

Trigger reminders, next steps, and file requests automatically. Implementation stays on schedule without chasing clients.

Built for teams where onboarding speed is mission critical

Whether you're a SaaS company with an implementation team or an agency juggling dozens of clients, LaunchBay helps you move fast, without dropping the ball.

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All your onboarding, messaging, and client support tools, built into one customer onboarding platform

Client Tasks

Assign onboarding tasks with due dates and automated reminders—no more chasing clients over email. Keep everyone aligned and accountable from day one.

Client Portals

Give each customer a loginless, white-labeled portal to complete tasks, upload files, sign documents, and stay informed—all in one place.

Project Tracker

Track every onboarding step without spreadsheets. LaunchBay keeps clients and internal teams aligned with simple status updates and real-time progress visibility.

Onboarding Forms

Build custom intake forms tied to client tasks. Collect exactly what your team needs—without sending a single follow-up email.

Contracts

Turn the PDFs and other documents you already use into signable contracts and agreements customers can complete directly in their lient portals.

File Collection

Request the right files at the right time—centralized, organized, and instantly accessible by your team.

Project Templates

Standardize onboarding with reusable templates that auto-generate the right tasks, stages, and automations for every new client.

Automated Workflows

Eliminate repetitive tasks with automations that keep onboarding moving—even when your team’s offline.

Integrations

Connect 1000s of tools to your LaunchBay Client Portals. Embed apps directly or use Zapier to set up automations between LaunchBay and other tools.

“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, Vice President at RocketStay
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Reviewers Agree: LaunchBay Delivers

Why implementation teams, onboarding managers, and agencies trust LaunchBay to scale client onboarding

78% fewer

client phone calls & meetings

4+ hours

saved per client, per week

72% faster

customer implementation

"What we love most is how LaunchBay takes care of the follow-ups automatically, so nothing slips through the cracks. It saves our team countless hours, improves accountability, and gives our clients a smoother, more professional experience from day one.”
John Reynolds

Civic Review

“LaunchBay has been one of the smartest investments we’ve made in our business. It’s now a critical part of our onboarding process—helping us build trust with clients from day one, streamline collaboration, and dramatically reduce the friction of getting started. With LaunchBay, we’ve lowered the barrier of entry into our solution, which means happier clients and faster adoption.”
Jerry Scott

ResponseGrid

“With LaunchBay, everything is centralized and automated. Clients always know exactly what’s expected of them and when, which means no more endless email follow-ups or reminders. Instead of wasting time chasing clients down, we can focus on delivering great work while LaunchBay keeps projects moving forward smoothly."
Dr. Sarah Wilson

Canadian Safety Group

The smarter way to onboard clients

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

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