1 free onboarding · no card · 15-minute setup
No customer falls through after the signature.
The kick-off flow starts the moment the contract closes. The customer confirms access and reaches first value, while you track every account from one dashboard.
Start free1 free onboarding · no card · 15-minute setup
Every new customer gets the same strong start.
A clear path to first value
Account setup, access, and kick-off steps run in order. The customer moves through week one without getting stuck.
No gap after the signature
The invite goes out automatically and steps unlock on their own. The customer isn't forgotten and the momentum holds.
Repeatable quality on every account
Build the flow once and give every new customer the same strong start. The standard holds as you scale.
See where every customer stands
See which account activated and which one stalled. Track it from one dashboard and step in right on time.
- Build the kick-off flow, send the inviteSet up your Customer Kick-Off flow and invite the new customer by name and email.
- They complete the stepsThey fill in account details, review materials, and submit the form at their own pace.
- Track activation from the dashboardSee which customers are ready and which ones are stuck, instantly.