The LaunchBay Lifecycle:

From client chaos to a repeatable onboarding system

Stop juggling spreadsheets. Start hitting milestones. Here’s how LaunchBay transforms your operational workflow in four steps.

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Trusted by Customer and Operation Leaders at top B2B companies

The 4-step LaunchBay system

01.

Start with a proven template

Begin every client engagement with a clear structure. LaunchBay gives you a structured way to build client onboarding workflows that cover information and document collection, approvals, feedback, and billing. Each template defines the steps, ownership, and requirements upfront so everyone stays aligned throughout the engagement.

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02.

Project kickoff, aligned by default

Bring your team and your clients into the same process. LaunchBay makes it easy for your team and your clients to complete tasks together in a shared workspace. Responsibilities, deadlines, and required inputs are clearly defined, so onboarding can begin right away without confusion or repeated explanations.

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03.

Automations that run the process

Keep work moving without chasing clients. Once onboarding is underway, use LaunchBay to automate reminders, task notifications, and next steps for both your team and your clients. Instead of manually following up for files, forms, approvals, signatures, or invoices, the system nudges the right person at the right time.

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04.

Reporting built for operators

Act early instead of reacting late. LaunchBay provides real-time visibility into every client onboarding project, showing what’s complete, what’s pending, and what’s blocked. Track progress, spot risks early, and step in when needed with clear, real-time reporting across all client onboarding work.

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“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes.
Lloyd Boolkin
Wirely
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A better way to run client onboarding

Visibility

The Old Way

You spend the week chasing status across email threads, Slack messages, and scattered documents. Clients ask “what’s next?” and your team answers from memory. Progress is unclear until something is late.

The LaunchBay Way

A single workspace shows every client task, message, and deadline in one place. Clients can see what’s done, what’s next, and what may be blocking progress without the need for manual updates.

Strategy

The Old Way

Your onboarding process lives in a doc or spreadsheet, but execution happens somewhere else. Every new client gets a slightly different experience depending on who runs the kickoff, what gets remembered, and how busy the team is.

The LaunchBay Way

A repeatable onboarding workflow that clients and your team follow inside a branded portal. The process is standardized so expectations, tasks, and deliverables stay consistent from start to finish.

Onboarding

The Old Way

Weeks of setup and repeated client wrangling. You request files, forms, and approvals through email, then follow up multiple times when clients miss steps. The start of every project feels slower than it should.

The LaunchBay Way

Launch a white-labeled, loginless client portal where clients complete tasks, upload files, fill out forms, and give feedback or approvals in one place. Automated reminders keep things moving so you get what you need on time.

Scaling

The Old Way

You hire more coordinators to manage follow-ups, track progress, and keep clients accountable. More clients means more admin work, more status meetings, and more operational drag.

The LaunchBay Way

Automated task reminders and workflow triggers reduce follow-up fatigue. A clear progress view keeps clients accountable, while your team manages more client work without adding the same amount of overhead.

Built for teams that run client onboarding

Marketing Agencies
B2B Software Companies
CRM Implementation Teams
Consultants
Fintech Teams
Standardize client onboarding, approvals, and delivery without endless follow-ups.

“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."

Collect files, forms, and signatures
File annotations and approvals
Centralize customer communication
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Run structured customer onboarding and implementations with clear ownership and visibility.

"LaunchBay does everything we've dreamed of and more when it comes to onboarding software customers."

Clients access portals with a single, secure link
Automated follow-ups for client tasks
Built-in chat centralizes client communication
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Keep complex CRM setups on track while collecting client data, access, and approvals.

“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes"

File annotations and approvals
Collect files, forms, and signatures
Automated task reminders
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Guide clients through structured engagements with clear steps and milestones.

"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."

Collect signatures, files, forms, and more
Automated reminders for client tasks
Project progress tracker to keep clients accountable
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Manage document-heavy, approval-driven onboarding with clarity and control.

"Since implementing LaunchBay, a single team member can do the same work that once required four people."

Automate client onboarding in white-label portals
Collect forms, files, signatures, and more
Track project progress and eliminate roadblocks
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The smarter way to onboard clients

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

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