Onboard every customer like your best customer.
The riskiest churn is decided in the first 90 days. Velsano turns onboarding from a heroic effort into a repeatable system — templated plans, automated journeys, and a shared view your customer can actually see.
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Why this keeps going wrong
- Every onboarding is improvised — Each CSM runs their own version from memory and spreadsheets, so time-to-value depends on who happened to get the account.
- The handoff drops the context — What sales promised never quite reaches delivery, and the customer spends their first weeks repeating themselves.
- Customers can't see progress — Status lives in your tools, not theirs. Silence reads as stalling — even when the work is on track.
How Velsano solves it
Every capability below is in the core product, on every plan — not a separate module or add-on SKU.
- Success plan templates — Codify your best onboarding as a template: objectives, owners, and target dates spin up automatically for every new account.
- Journey automation — Stage changes and lifecycle events trigger multi-step journeys — kickoff emails, training nudges, check-in tasks — without a CSM lifting a finger.
- Deal-won handoff — When a deal closes in your CRM, Velsano creates the account, assigns the CSM, and starts the onboarding play with the deal context attached.
- A portal your customer sees — Every plan includes a branded, magic-link customer portal where customers track objectives, progress, and next steps — no password to forget.
- Plan monitoring AI — AI watches plan progress and flags stalls — objectives past due, weeks of silence — before they turn into a bad first QBR.
Live in three steps — self-serve
- Template your best onboarding — Start from the built-in success-plan templates and adapt the objectives, owners, and timelines to how you actually deliver.
- Wire the trigger — Connect your CRM so a closed-won deal creates the account and starts the plan automatically — or kick plans off manually per segment.
- Share it with the customer — Invite customers into the portal so both sides work the same plan — progress visible, surprises gone.
Frequently asked questions
- Can customers see their onboarding plan?
- Yes. Every plan includes a branded customer portal with magic-link access, where customers see their success-plan objectives, progress, health, and activity timeline.
- Does onboarding start automatically from the CRM?
- Yes — the deal-won handoff creates the account, assigns the CSM, and starts your onboarding play when a deal closes in your connected CRM.
- Can I standardize onboarding across the team?
- Yes — success-plan templates give every new account the same objectives, owners, and timelines, and journey automation delivers the same touchpoints every time.