LÍteed
Customer onboarding automation
Turn onboarding into a repeatable runbook: tasks, approvals, data collection, progress tracking, and alerts. Reduce churn and shorten time-to-value.
- Onboarding checklist with owners and deadlines
- Automated reminders and escalation for blocked steps
- Progress dashboard and complete audit trail
Who it targets
- B2B SaaS teams with structured onboarding (CS, Support, Implementation)
- Agencies onboarding new clients into delivery
- Teams coordinating onboarding across chat, docs, and task trackers
Pain it solves
- Onboarding steps vary per manager, outcomes are inconsistent
- Customers stall, but nobody follows up systematically
- Key handoffs between sales and delivery are messy
- No clear view of who owns what and what is blocked
- Hard to learn which onboarding steps drive retention
Business process flow
- Trigger: deal marked closed-won or new customer created
- Create: onboarding project with checklist items per segment
- Collect: required inputs (users, domains, integrations, billing contacts)
- Coordinate: approvals, tasks, and deadlines across teams
- Escalate: stuck steps to owner, then to team lead after threshold
- Report: time-to-first-value, completion rate, blockers, and churn signals
Integrations
- CRM: HubSpot or Salesforce
- Chat: Slack or Microsoft Teams
- Tasks: Jira, Asana, ClickUp, Linear, or an internal dashboard
- Docs: Google Drive or Microsoft 365
- Optional: product events via webhooks if you have them
What we deliver
- Onboarding runbook encoded as workflows
- Checklists with owners, SLAs, and escalation rules
- Customer onboarding dashboard (status, blockers, next actions)
- Automated reminders and stakeholder notifications
- Audit trail of actions, approvals, and changes
Success metrics
- Time-to-first-value
- Onboarding completion rate
- Blocked steps per customer
- Handoff errors (missing inputs, missing owners)
- Early churn and expansion signals