Consistent onboarding flows
Templates and set processes mean every customer gets the same high quality – whichever consultant they get.
Onboarding platform for B2B and SaaS teams
ClearRamp brings the plan, tasks and customer communication together in one place. Your consultants stop chasing answers by email – and the customer always knows the next step.
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Consultants work differently, follow-up is manual, and the customer doesn't know what to do. Projects drag on, invoicing gets pushed back – and the customer never gets to experience the value.
of new SaaS customers drop off before they see real value.
shorter time to value is typically possible with a structured process.
Halve your time to value – and invoice sooner, because projects get started faster.
Platform
Templates and set processes mean every customer gets the same high quality – whichever consultant they get.
Clear tasks and ownership at the right moments, so the implementation doesn't stall because the customer is waiting on something.
Reminders, tasks and status updates run by themselves. Your consultants get time for the work that creates value.
No more threads across five inboxes. Questions, files and decisions belong to the project – visible to both customer and consultant.
Projects start the same day the deal closes. Less waiting also means invoicing sooner.
Access to methods and experience from other onboarding consultants, so quality keeps improving.
2-minute check
Select what you're missing today. We'll show the efficiency gain a structured process typically frees up.
Indicative figure. The onboarding analysis gives you a number that fits your team.
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We get to know your business, goals and current onboarding.
A consultant defines your standard projects and challenges the process.
New customers run through the flow with automatic tasks and reminders.
We stay involved and improve the process, so it holds up as you grow.
Onboarding analysis
Two focused meetings and one prioritised report with concrete improvements. The report is yours – whether or not you work with us afterwards.
Pricing
For the team that wants to get ahead.
Lift and optimise your process.
Build best practice across teams.