Turn New Customers Into Successful Customers—Faster

The OnboardFi Onboarding Solution combines AI-guided training, structured implementation tracking, and seamless handoffs to reduce time-to-value by 60% while delighting your new customers from day one.

Onboard Faster

The Onboarding Problem

Onboarding is where deals go to die:

✕Customers repeat themselves — sales context never reaches implementation
✕Training is inconsistent — different specialists give different instructions
✕Progress tracking is manual — spreadsheets and status meetings eat up time
✕Customers feel abandoned — long gaps between touchpoints
✕Time-to-value stretches — implementations drag on for months
✕Human specialists don't scale — headcount limits how many customers you can onboard

Meanwhile, your competitors are onboarding faster. Your customers are getting impatient.

The Solution Stack

Guide Agent: AI-Powered Training — Voice-guided, browser-controlled walkthroughs that train users on your product. Consistent, available 24/7, and infinitely patient.

Customer Portal: Their Onboarding Home Base — A branded workspace where customers track progress, access resources, and complete tasks. Everything in one place.

AI Oracle: Context That Travels — Complete intelligence from sales carries forward. Implementation teams know exactly what was promised and what matters to each customer.

These three components work together to transform chaotic onboarding into a streamlined, scalable process that delights customers and frees your team to focus on complex, high-value work.

Onboarding Workflow

Before: The Old Way

1. Deal closes
2. Sales sends "intro email"
3. Implementation waits for kickoff call
4. Customer re-explains requirements
5. Training scheduled weeks out
6. Manual progress tracking
7. Customer goes dark

⏱ Time-to-value: 3-6 months

After: With OnboardFi

1. Deal closes
2. Portal auto-transitions to onboarding mode
3. AI Oracle provides full context
4. Guide Agent starts training immediately
5. Progress tracked automatically
6. Customer succeeds on their schedule

⚡ Time-to-value: weeks, not months

Key Capabilities

Structured Implementation Phases
Define clear phases—Discovery, Configuration, Training, Go-Live—with specific tasks and milestones. Customers always know where they are and what comes next.
- Phase-based project templates
- Automatic milestone tracking
- Customer-visible progress indicators
AI-Powered Training
The Guide Agent walks customers through your product step-by-step. Voice-guided, interactive, and available whenever they need it—no scheduling required.
- Voice-to-voice guidance
- Real-time browser control
- Consistent training every time
Seamless Handoffs
The AI Oracle ensures nothing is lost when deals close. Implementation teams see everything—discovery notes, demo feedback, promises made—so customers never repeat themselves.
- Full sales context preserved
- No customer re-discovery
- Continuity from first touch to go-live