Customer Onboarding Automation
Founder Portal ships customer onboarding automation end-to-end — built inside your accounts, documented for your team and maintained after launch.
The first 30 days of a customer relationship decide retention. Manual onboarding drops the ball at exactly the wrong moment. We build the system that never forgets a step.
What changes once this is live.
Every new customer receives the right sequence, on time, every time.
Personalised onboarding checklists based on plan, use case or segment.
Automated reminders and nudges when a customer falls behind.
A live view of onboarding progress across your book.
Clean sales-to-success handoff with all the context intact.
Everything we build in this capability.
Pick the items that matter for your business — we scope, build, integrate and maintain them under your name.
- ·Automated welcome emails
- ·Customer onboarding sequences
- ·Personalized onboarding checklists
- ·Account-setup guidance
- ·Document and information collection
- ·Automated reminders
- ·Customer-progress tracking
- ·AI onboarding assistant
- ·Training-content delivery
- ·Product-adoption workflows
- ·Customer-success alerts
- ·Inactivity detection
- ·Onboarding completion reports
- ·Handoff from sales to customer success
How founders put this to work.
SaaS activation
Behavioural triggers move customers through the milestones that predict retention.
Services onboarding
Document collection, kickoff scheduling and approvals happen without email tennis.
White-glove for top accounts
High-value customers get a hybrid flow: automation handles the routine, humans handle the moments.
A predictable four-step delivery.
Scope
We map the current process, tools, data and the exact bottleneck you want removed — then agree on a fixed deliverable list.
Design
We design the workflow end-to-end: triggers, AI prompts, human approvals, error paths, notifications and reporting.
Build
We build inside your accounts using the tools you already pay for, integrate everything, and pilot with real data before going live.
Handover
You get documentation, a runbook, monitoring, and a monthly optimisation window — so the system keeps improving as your business grows.
The tools this capability usually runs on.
What we measure once the system is live.
Time-to-activation
Onboarding completion rate
30-day retention
Examples, not promises. Real KPIs are agreed with you during scoping.
Engagement shapes that include this capability.
Custom AI System
For companies requiring a proprietary product or internal platform.
Questions founders ask before starting.
Whose accounts is this built on?
How do you handle our data?
What happens after go-live?
Explore the rest of the catalog.
Ready to build your US launch stack?
Build from anywhere.
Launch globally.
Start with the readiness assessment. You will receive a recommended launch path based on your country, business model, website and current setup.
You own every account and company document. Stripe, banks and government authorities make their own approval decisions.