Our services

    Customer Onboarding

    Automated welcome, intake and scheduling so a new customer is set up the same day they say yes.

    Book a free strategy call

    What it costs

    Fixed-price builds from $1,000

    Real client results

    • $80Kadded revenue in 30 days from website leads, roofing client
    • 60 leadsand about $15K a month attributed to one instant estimate tool
    • #1 on Mapsfor roofing across the client's primary service area
    • 15+after-hours leads a month from missed-call text-back, HVAC client

    What's included

    • Onboarding flow design
    • Automated welcome sequences
    • Training materials
    • Check-in touchpoints
    • Feedback collection
    • Success metrics tracking

    What it changes

    • Reduce churn by 50%
    • Increase satisfaction
    • Accelerate time-to-value
    • Generate referrals

    The First 90 Days Matter Most

    Customer acquisition is expensive. Don't let those hard-won customers slip away due to a poor onboarding experience. We design systematic onboarding programs that accelerate time-to-value and build lasting relationships.

    Great onboarding reduces churn, increases satisfaction, and turns customers into advocates who refer others.

    Want this for your company?

    A 30-minute call. We look at your site and your lead flow and tell you whether customer onboarding is the right next step.

    Book a free strategy call

    Common questions

    Frequently asked questions

    The first 90 days determine long-term retention. Customers who have a great onboarding experience are 3x more likely to stay and refer others.

    Typically: welcome emails, kickoff calls, training materials, milestone check-ins, feedback surveys, and success celebrations. We customize based on your business.

    We use email automation, in-app messaging, and workflow tools to deliver the right content at the right time, without overwhelming your team.

    Yes. We develop video tutorials, documentation, FAQs, and interactive guides to help customers succeed with your product or service.

    We track time-to-value, activation rates, support tickets, NPS scores, and ultimately retention and expansion revenue.

    We can audit your current process, identify gaps and friction points, and optimize for better results. Even small improvements compound over time.

    Basic onboarding programs take 4-6 weeks to design and implement. More complex programs with custom training materials may take 8-12 weeks.

    We can help design ongoing engagement programs beyond initial onboarding: quarterly reviews, renewal plays, and expansion campaigns.

    We work with tools like Customer.io, Intercom, HubSpot, Loom, and Notion. We'll recommend and implement the right stack for your needs.

    We implement NPS surveys, CSAT scores, and structured feedback loops at key milestones to continuously improve the experience.
    See our automation pricing and packages

    Customer Onboarding for your company

    Book a free strategy call. We look at what you have, say what customer onboarding would change, and quote it on the call.

    Book a free strategy call
    Book a Free Strategy Call

    Pick a time that works for you

    30 minutes, zero pressure. We'll talk through your goals and show you exactly how we'd help.