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Manual onboarding=missed deadlines. Automate it.

Stop wasting hours on repetitive client onboarding. Templates that build themselves, tasks that assign themselves, customers that update themselves — so launches happen on time.

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5 awards on G2 — Winter 2026

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How Flyer Launches Customers

"We replaced four tools with Onboard. Our average onboarding time dropped from 47 days to 28 in the first quarter — and our customers are happier than they've ever been."

Laya Janssens

Onboarding Manager, FLYR Hospitality

47

days

40% faster

28

days

Average time-to-value, before and after Onboard

The real cost of manual work

Every onboarding repeats the same 30 tasks. Your team copies them by hand into a new spreadsheet, rebuilds the same templates, and chases the same updates from customers — every single time. That's not a process. That's a tax.

~4

hours

spent rebuilding templates per new customer

~6

hours

chasing customers for updates and missing files

~2

hours

in status meetings and weekly recaps

That's 12+ hours per onboarder per week on work the software should be doing. Multiply that across your team — what you'd get back is a full headcount.

What changes day one

Three things that stop happening the day you switch.

Onboard removes the work that doesn't move launches forward — the email chasing, the status meetings, the surprise delays — and gives every stakeholder the same view in real time.

Dynamic templates

Your team stops rebuilding the same plan from scratch.

Every customer type gets a template that adapts itself — variables fill in tasks, due dates, and owners automatically. Setup goes from 4 hours to 4 minutes.

CRM triggers

Your team stops doing kickoff data entry.

When a deal closes in HubSpot or Salesforce, Onboard creates the project, invites the customer, and assigns the first tasks — automatically. Your team starts day one already at "in progress."

Hours saved per week

Your team stops being the chase team.

Customers self-serve through the magic-link portal. They see what's overdue, upload files, and answer questions without you sending another "just checking in" email.

Built to automate

Powerful enough to automate the work, simple enoughto use every day.

Templates, triggers, and customer-facing portals — all working together to take repetitive work off your team's plate.

Automate your onboarding from day one.

Build a template once. Every new customer gets a launch plan with tasks, owners, and timelines auto-generated. Your team focuses on execution, not setup.

Auto-generate templates, tasks and timelines for each new client — no copy-paste from old projects
Trigger projects automatically when deals close in HubSpot or Salesforce
Customer-facing portal handles updates, file uploads, and questions without your team

Will this actually save my team time, or is it just a different tool to maintain?

Most teams report 8–12 hours saved per onboarder per week within the first 30 days. The savings come from three places: templates that build themselves (no more rebuilding plans), CRM triggers (no more manual project creation), and customer self-service (no more chasing for files or updates).

Total visibility — without status meetings.

Every project's progress, owner, and risk status updates in real time. Your dashboard shows you what needs attention before someone has to email you about it.

Track tasks, owners, and deadlines in one screen — no spreadsheet syncing required
Spot bottlenecks early and keep projects moving before timelines drift
Customers and teams get the same view — no manual update emails, no "where are we?" meetings

How is this different from automating with Asana or Zapier?

Asana automates internal task management. Zapier automates app-to-app data movement. Neither was built for the customer-facing side of onboarding — the magic-link portals, the customer self-service, the templates that adapt to each customer. Onboard handles all three in one place, configured for onboarding out of the box.

Customers self-serve. You stop chasing.

A magic-link portal gives customers everything they need to complete onboarding without your team holding their hand — or sending another follow-up email.

One click. No password. Customers see their tasks, timeline, and what's overdue
They upload files, fill out forms, and ask questions in the same portal — no email tag
You get notified when they finish a task. They get nudged when they don't

Pre-configured for automation

Onboarding software that automates itself.

Setting up automation in generic project tools takes weeks. Onboard comes ready with the workflows already built — so your first automated onboarding launches today, not next quarter.

Self-Building Templates

Templates with conditional logic — variables fill in tasks, dates, and owners automatically per customer.

CRM Triggers

Deal closes in HubSpot or Salesforce → onboarding project starts. No manual handoff, no missed kickoffs.

Self-Serve Customer Portal

Customers complete tasks, upload files, and ask questions without your team chasing them down.

Magic Link Login

No accounts. No password resets. No "I can't log in" support tickets. Customers click and they're in.

Connect your CRM to 100+ other apps.

When deals close in Salesforce or HubSpot, Onboard automatically creates onboarding projects with customer data already populated. Or use Onboard standalone — your call.

See all integrations

Asana

Domo

Fora

Gmail

HubSpot

Jira

Looker

Microsoft

Notion

Outlook

Pipedrive

Salesforce

Slack

Snowflake