How LaunchBay Works

LaunchBay turns customer onboarding into a system: structured intake, a shared portal, automations that handle the follow-up, and visibility across every account.

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Powering 20,000+ customer onboardings every month

The 4-step LaunchBay system

01.

Build your playbook

Start every onboarding with a structure you trust. Templates define the stages, tasks, forms, and documents each project needs, and who owns what by when. Build it once and every new customer starts with the same clear plan.

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02.

Launch every project the same way

The moment a deal closes, a project spins up from your template. Your customer gets a welcome email, and lands in a branded portal with their tasks, deadlines, and files. Work starts immediately instead of waiting for the handoff.

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03.

Automations that run the process

Reminders, follow-ups, and stage changes run on rules you set once. When a form sits untouched or a document is overdue, LaunchBay nudges the right person automatically, and you're alerted the moment anything stalls.

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04.

See where every onboarding stands

Project reporting shows health across every account: what's complete, what's pending, and what's holding a launch up, down to the task. At-risk accounts get flagged before they go quiet, and AI Agents surface overdue items, poor sentiment, and decisions as they happen.

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See how LaunchBay Works

This video shows how teams run customer onboarding in LaunchBay: templates that launch every project the same way, a branded portal customers actually use, and reporting that shows where everything stands.

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A better way to run customer onboarding

Visibility

The Old Way

You spend the week hunting status across email threads, Slack, and scattered docs. Customers ask "what's next?" and your team answers from memory. Progress is unclear until something is late.

The LaunchBay Way

Every onboarding lives in one workspace. Your team sees what's complete, pending, and blocked across every account at a glance, and customers see their own progress in real time.

Faster data collection

The Old Way

Intake lives in spreadsheets, Google Docs, and email attachments. Requests get missed, files come back wrong, and what should take days takes weeks.

The LaunchBay Way

Structured forms and document requests with validation and reminders built in. You get what you need the first time, tracked item by item.

Customer experience

The Old Way

Customers juggle logins, threads, and disconnected tools just to stay informed. They never feel fully in the loop on where things stand or what's theirs to do.

The LaunchBay Way

Every customer gets a branded client portal showing exactly what they own and by when. The next step is always clear and always owned.

Accelerate time-to-value

The Old Way

More customers means more admin work, more status meetings, and more operational drag. Launches slip and value arrives late.

The LaunchBay Way

The moment a deal closes, LaunchBay creates the project, assigns tasks, and invites the customer automatically. Onboarding keeps moving without anyone pushing it, so customers reach value in weeks, not months.

Take command of every customer onboarding.

One platform to run, monitor, and manage every customer onboarding, with full visibility into every account.

Ready to stop wondering where things stand?

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