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Scale Your SaaS Onboarding Without Adding Headcount

Stop chasing clients for info.

LaunchBay helps B2B software teams automate client onboarding and implementation so customers activate faster, teams stay aligned, and growth is not constrained by manual ops work.

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The Hidden Cost of Manual Client Onboarding
High Churn Risk

The first 30 days are critical. Poor onboarding is the #1 predictor of early abandonment.

Wasted Overhead

Your top CS talent spends 40%+ of their time on tedious administrative follow-ups.

Delayed Revenue

Slow time-to-value means slower adoption, delayed renewals, and weaker cash flow.

Ready to onboard SaaS clients 3x faster?
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Trusted by Growing B2B Teams to Onboard 3x Faster
"Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes - freeing up our team to focus on delivering value instead of chasing clients."
Lloyd Boolkin | Head of Customer Success

Features Built for B2B Software Onboarding

Replace Manual Chaos with a Scalable Customer Onboarding Platform

Stop losing hours to email threads, follow-ups, and scattered spreadsheets. LaunchBay gives your Customer Success team a centralized, automated onboarding hub that accelerates time-to-value, reduces churn risk, and helps you scale without adding headcount.

A Branded Customer Onboarding Portal (No Login Required)

Deliver an onboarding experience that reflects the quality of your product. Give every new customer a professional, loginless portal where they can complete tasks, upload files, and view status updates, without the friction of another password.

The Result: No more disjointed emails, lost messages, or buried task lists. Just one source of truth to impress clients from day one.

Automate Customer Onboarding and Follow-ups

Never chase clients for info again. LaunchBay eliminates repetitive administrative tasks by automatically triggering reminders, next steps, and task nudges. Your team stops sending "just checking in" emails and starts focusing on strategy.
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The Result: Reduce manual workload, eliminate human error, and onboard clients 3x faster.

Real-Time Visibility (Collaboration Without Chaos)

Your clients know exactly where they are in their journey with a real-time Progress Tracker. Build alignment and eliminate uncertainty by showing customers exactly what’s been completed and what’s coming next.
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The Result: Total transparency that builds trust and keeps your team and your clients perfectly in sync.

Built-In Contract & File Collection

Stop hopping between four different tools to get a project started. Send contracts for signature, request documents, and collect onboarding forms directly within your client onboarding portal.
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The Result: A streamlined workflow that removes the "paperwork" bottleneck and gets your customers to their first "Aha!" moment sooner.

Integrations

LaunchBay connects directly to the tools your B2B software team already uses, including CRMs, scheduling tools, document storage, and more.
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The Result: Your onboarding system works as an extension of your existing stack, not another silo your team has to manage.

Why Growing Teams Trust LaunchBay to Scale Client Onboarding

78% fewer
client phone calls
and meetings
15+ hours
saved each week
37% faster
hours saved every week
Recognized as a category leader by G2, Capterra, and Software Advice.
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Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help B2B SaaS companies onboard customers faster?
LaunchBay is a client onboarding automation and implementation platform built for B2B SaaS companies. It centralizes customer intake, tasks, approvals, contracts, files, and communication into a single system so teams can onboard customers faster while maintaining visibility and control across every account.
How does LaunchBay accelerate time-to-value for B2B SaaS implementations and activations?
LaunchBay reduces time-to-value by replacing fragmented onboarding processes with structured, automated workflows. SaaS teams guide customers through the right steps in the right order, eliminate delays caused by missing information, and activate accounts faster and more predictably.
Can LaunchBay securely collect onboarding requirements, data, and access for SaaS customers?
Yes. LaunchBay provides secure forms and controlled access to collect onboarding requirements, technical details, credentials, and approvals. All critical information is captured in one system of record, reducing risk and preventing data from being scattered across tools.
How does LaunchBay improve handoffs between sales, onboarding, product, and customer success teams?
LaunchBay connects sales, onboarding, product, and customer success inside a shared workflow. Each team has real-time visibility into onboarding status, ownership, and dependencies, ensuring clean handoffs and preventing customers from stalling during activation.
Do SaaS customers get a client portal to complete onboarding tasks and track activation progress?
Yes. LaunchBay provides secure, client-facing portals where SaaS customers can complete onboarding tasks, submit required information, review agreements, and track activation progress. This gives customers clarity while giving internal teams full visibility into where each account stands.
How does LaunchBay handle contracts and eSignatures during B2B SaaS onboarding?
LaunchBay includes built-in contract and eSignature functionality that allows SaaS teams to generate, send, and collect signed agreements directly within the onboarding flow. Contracts are tied to the correct customer record and onboarding stage, reducing delays between close and activation.
Can LaunchBay automate complex SaaS onboarding and implementation workflows?
Yes. LaunchBay automates complex SaaS onboarding and implementation workflows. Teams can trigger tasks, approvals, reminders, and handoffs based on deal stage or onboarding progress, ensuring every customer follows a consistent, high-quality activation process.
How does LaunchBay integrate with CRMs and tools commonly used by B2B SaaS teams?
LaunchBay integrates with CRMs and other tools commonly used by B2B SaaS teams. Onboarding can start automatically when a deal closes, and data stays synchronized across systems, creating a single source of truth without replacing your existing stack.
What visibility and reporting does LaunchBay provide for SaaS operations leaders?
LaunchBay provides operational dashboards and reporting that show onboarding progress, activation timelines, bottlenecks, and team workload across all customers. This gives SaaS leaders real-time insight to forecast capacity, reduce churn risk, and improve onboarding performance.
How does LaunchBay help B2B SaaS teams scale customer onboarding without increasing headcount?
LaunchBay replaces manual coordination with automation, standardized workflows, and real-time visibility. By reducing operational overhead and enforcing consistent onboarding processes, B2B SaaS teams can onboard more customers simultaneously without adding headcount.

The smarter way to onboard SaaS clients.

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

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