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A B2B SaaS growth team
SaaS · onboarding · shown anonymously at their request
Client onboarding on autopilot — contract, workspace, data import, kickoff tasks, and welcome sequence all fire the moment a deal closes.
minutes
not days to live
7 tasks
auto-assigned
0
steps dropped
The challenge
Every new client kicked off a manual checklist — contracts, workspaces, data imports, kickoff tasks — that took days and dropped steps when things got busy.
What we built
Closing a deal triggers the whole sequence automatically: contract signed, workspace provisioned, data imported, tasks assigned, and a welcome series scheduled — with a live status board.
The result
New clients go live in minutes instead of days, and no onboarding step gets dropped.
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