Get every customer to value, fast
🤝
AI Onboarding
Every new customer walked through setup, trained, and converted to a long-term retain — automatically.
You closed the deal. Now what? Onboarding is the difference between a 6-month customer and a 6-year customer. AI Onboarding sequences every new customer through setup, education, milestones, and check-ins — without you lifting a finger.
What you get
✓
Higher activation rate
✓
Lower churn in the critical first 90 days
✓
More upsells from engaged customers
What's included
- ▸Onboarding sequence triggered the moment a deal closes
- ▸Drip emails + SMS + in-app messages timed to user behavior
- ▸Live milestone tracking (e.g. 'they hit their 3rd login this week')
- ▸AI check-in calls or texts at days 7, 14, 30, 60, 90
- ▸Auto-flag customers at risk of churn so you can intervene
- ▸Survey + NPS collection + summary digest
Standalone
AI Onboarding
$297/mo
- ✓ Trigger-based sequence
- ✓ Multi-channel drip
- ✓ Milestone tracking
- ✓ Check-in calls
- ✓ Churn risk alerts
Or bundle 3 departments and save 15%. See packages →
Proof
Onboarding sequences typically lift 90-day retention by 15-25% in the first quarter live.
See an onboarding sequence go live in 24 hours →The rest of the workforce
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