Scale your client delivery without drowning your team

LaunchBay replaces the scattered tools and manual follow-ups slowing down your projects. Assign tasks, automate reminders, and give clients one place to track their progress—so you can grow client volume without growing your headcount.

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Everything your team needs to manage client projects from contract to offboarding

Stay on top of every client task—without chasing them down

Track each client’s progress in a single, shared workspace. No more digging through inboxes or spreadsheets to see what’s done, what’s missing, and what’s holding up the project.

Automate reminders and task assignments, so nothing stalls your delivery

Stop relying on manual follow-ups. With LaunchBay, you can auto-assign tasks, send reminders, and trigger workflows the moment a deal is closed—so your team can focus on delivering, not babysitting.

Give clients a premium experience from day one

Impress clients with a branded client portal where they can complete tasks, upload assets, and see what’s coming next. No more clunky forms, scattered emails, or confusing spreadsheets.

One place to manage client work from signed contract to final deliverable

Stop bouncing between tools to track tasks, gather assets, and keep clients in the loop. With LaunchBay, every step—onboarding, approvals, and ongoing work—lives in a single, branded workspace your clients actually use. No logins. No chaos. Just smoother delivery and fewer bottlenecks.

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Your team's toolkit for streamlining project completion

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.

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With LaunchBay's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
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FREE EBOOK

Improve your client onbarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
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Why teams trust LaunchBay
to run their client projects

78% fewer

client follow-up emails

20+ hours

project management work eliminated

3x faster

project kick-offs

“Before implementing LaunchBay, we anticipated hiring a full-time project manager. LaunchBay’s automation eliminated 20+ hours of manual project management work each week, allowing us to indefinitely delay that hire.”
Stephanie Hofhenke

String Marketing

“Over the past 6 years, we’ve tested countless project management tools—and every one left us frustrated. LaunchBay is the first platform that truly works for both our team and our clients. Managing projects is now seamless, client communication is effortless, and the responsiveness of the LaunchBay team has exceeded every expectation."
Tanya Flynn

Cedar Fort, Inc.

"LaunchBay has helped us automate our onboarding process, simplify our deal-closing process, and keep our client projects more organized. My team also loves LaunchBay, as it allows them to do more in fewer hours by eliminating client follow-ups and tedious project management tasks."
Chase Miller

Impact Applications

The smarter way to onboard clients

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

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