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Manage & automate customer onboarding and implementation
Onboard is a SaaS which automates & streamlines the customer onboarding & implementation process. Easily create dynamic launch plans (customized per customer), which are collaborative with clients and visible to all stakeholders. Onboard is built for onboarding by a team that spent a better part of the last decade onboarding some of the worlds largest brands.
Onboard.io provides a customer onboarding software platform designed to organize, automate, and manage client implementations for modern customer success teams. It aims to replace spreadsheets and manual processes with a centralized portal, dashboards, and templates to improve time-to-value and scalability.
The product offers a Customer Portal for clients to complete forms, upload files, and ask questions; a Project Dashboard to view status and blockers; and a KPI Dashboard for real-time onboarding health. It enables end-to-end onboarding through automated, repeatable workflows, templates, and timelines that auto-generate per new client. Features include multi-user project plans, customizable branding, magic link login, and integrations with 100+ apps (e.g., Salesforce, HubSpot, Slack, Zapier, Notion). Onboard.io emphasizes out-of-the-box workflows, pre-configured templates, and centralized visibility to reduce manual admin and accelerate launches.
Who it’s for: B2B customer success teams handling client implementations and onboarding at scale.
pricing publicly listed; multiple plan tiers; customer-facing demo/book-a-demo option; supports sign-up experiments (free trials mentioned); emphasizes time-to-value and scalability.
Managing member of 57O INVESTMENTS, investing in early stage startups. Founder of Onboard (YC W22) (https://onboard.io), a B2B SaaS to streamline onboarding for every customer. Previously founded ZFERRAL INC aka Ambassador (TS NYC 2011) (https://getambassador.com), scaled to about 50 people before selling in 2018. I also enjoy angel investing, stock trading & sports.
I’m Will 👋 My focus is simple: identify bottlenecks, design better workflows, and support them with AI systems to help teams move faster and operate more efficiently. Over my career, I’ve led companies involved in $660M+ in acquisitions across SaaS, prop tech, marketing automation, and health tech. I love solving operational problems and connecting people. If I can help, reach out — if not, I probably know someone who can.
Formerly “Inc” · why startups rename →
Intelligent Customer Implementation Platform for B2B
Client management, communication, and projects in one platform.
