Customer Onboarding
Made Simple

Define and track onboarding by phase, by user progress, by account and by portfolios.

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SaaS Customer Onboarding

Industry Challenges In
Customer Onboarding

Customer onboarding goals

Time To First Value

This is the first opportunity to create the best customer impression. Longer TTV cycles causes significant challenges. Pre-planned onboarding process retains the value focus for the customer.

Customer Onboarding Challenges

Process Efficiency

Unplanned process for onboarding leads to miss in crucial timelines-based activities. Further, delays the movement to the next phase of customers lifecycle. Efficiently built product can avoid such delays.

Customer Onboarding Duration


Achieving a consistent and effective onboarding process at scale is an essential across self-service and high touch scenarios. A balanced onboarding plan paying a parallel attention to all aspects of the product will simply the process.

We Help You Create
The Best Onboarding Experience


Providing personalised onboarding plans per customer specifications.

SmartKarrot helps personalise training and outreach activities - stage wise basis customers' behaviour.


Understanding status and
milestones completion.

SmartKarrot helps you track, manage and evaluate successful onboarding and next phase movement quickly.


Automation for simplification
and scaling.

SmartKarrot helps you to easy-automate onboarding campaigns, tasks and alerts comprehensively.


Ensuring completion of initial key activities - Account & user activation

SmartKarrot helps you with efficient guidance, training and first-time usage activation effectively.


First impressions matter.

SmartKarrot helps you create an upfront positive impression due to personalization and automation.

Ready to see us in action?

Schedule a demo now!

    Resources & Insights


    Customer Success Intelligence Podcast

    In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

    Articles & Blog

    Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

    Customer Success Surveys

    We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.

    Take SmartKarrot for a spin

    See how SmartKarrot can help you deliver
    winning customer outcomes at scale.


      Predictive. Prescriptive. Automated.