Module

Onboarding Autopilot

Get every new customer to first value before the excitement fades.

The problem

The first 90 days are where churn is decided, but onboarding still runs on manual forms, chased documents, and whoever remembers to follow up.

What we build

Welcome sequence that starts the moment a deal closes

Intake forms and document collection, with AI reading what is uploaded

First-value milestone tracking, so you know who has actually started using what they bought

Automatic nudges when a customer stalls partway through

How it connects to the Retention Engine

First 90 days are where churn is decided, so onboarding data becomes the first inputs to every customer's health score.

A Retention Diagnostic maps your lifecycle, your data, and your biggest churn risks in under two weeks.