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The single place to run, monitor, and unblock every customer onboarding. Accelerate time-to-value, onboard customers faster, and give every stakeholder full visibility, with AI agents that monitor it all.
LaunchBay shows the live status of every onboarding in one place, down to the task that's holding a launch up and who owns the next step.
Real-time status on every form, file, and approval
See what's collected, what's outstanding, and who's responsible
At-risk and stalled onboardings flagged automatically
Successful onboarding requires data, documents, and forms. LaunchBay turns collection into structured requests with reminders built in, so what used to take two weeks comes back in days.
Structured forms with conditional logic and validation
File and document requests tracked item by item
Replace the spreadsheets, Google Docs, and email threads
Onboarding stalls when the customer isn't sure what's expected, or never opens the email. LaunchBay gives every customer a branded portal that outlines what they are accountable for.
No logins or passwords, one link lands them on their task
Each customer sees exactly what's theirs to do, and by when
Fully white-labeled to your brand, not ours
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The slowest part of onboarding is waiting on people. LaunchBay's automated reminders and follow-ups do that chasing for you, nudging customers until the information is collected.
Set the rules once, they run on every onboarding
Triggers advance each stage as the work gets done
Owner is alerted the moment an onboarding stalls
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Turn your onboarding processes into reusable templates for projects, documents, forms, and tasks. Refine them as you learn what works, then run them again and again.
Reusable templates for projects, documents, forms, and tasks
Refine your playbook as you learn what works, then reuse it
Take on more customers without taking on more work
Case Studies
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"Before LaunchBay, we would spend 4+ hours per client tracking down onboarding information. Now, with automated follow-ups doing the heavy lifting, that entire process takes just 15 minutes."
client onboarding
saved per client
manual follow-ups
"LaunchBay lets us manage internal work and client communication in one place. Projects move faster, which means we're more profitable and produce better work"
saved per week
client approvals
workflow updates
"The ability to productize a service using LaunchBay has been a game changer. Repeated tasks, automated follow-ups, deadlines met, without chasing anyone."
saved per week
client onboarding
client calls and meetings
“We used to need a team of four full-time staff members to onboard clients. Since LaunchBay, a single person is all we need."
saved per week
client info collection
days to onboard
"Instead of checking email, Monday, Slack, and Notion, I just open LaunchBay. Everything I need for client projects lives in one place. I see what I need to do next, and I get to work."
client onboarding
tools needed
client calls and emails
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“Before, we could only take on 5 clients because we were using email, spreadsheets, and constantly chasing people down. Thanks to LaunchBay, we can handle 20."
in client capacity
saved per employee
manual follow-ups
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"Thanks to LaunchBay, we’ve reached full capacity for our programs while saving over 50 hours each week. Not only have we increased the number of available slots, but we’re filling them faster than ever before."
saved per program
manual follow-ups
saved per week
"LaunchBay client portals give us a level of credibility our competitors don't have. Our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."
saved per day
onboarded automatically
in client referrals
One platform to run, monitor, and unblock every customer onboarding.
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