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Seamless Customer Onboarding for B2B SaaS

Reduce time to Onboarding and drive Product Adoption

Don’t leave Customer Onboarding to chance

Seeds of success are sown early. Studies have found that customers that survive and thrive in the first 30, 60 and 90 days, stick on for a very long time.

customer onboarding playbook card

Customer Onboarding Journey

Take customers through a planned onboarding journey


Define customer onboarding goals at the account level to track true product adoption.


Configure the product adoption journey and track your customers’ progress on the path to value.


Create and manage tasks to achieve customer onboarding goals for each account.


What our customers have to say about CustomerSuccessBox

CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.

Gustavo Bianco Head of Customer Success

Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.

Thiago Nascimento Director of Customer Success

We chose CustomerSuccessBox primarily because it covers all the use cases that we needed for our Customer Success. Customer success affects the expansion of our business and customer satisfaction.

Sergey Sundukovskiy CTO/CPO, Co-founder

Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.

Enrique Novomisky Co-founder, WoowUp
Enrique Novomisky

Customer Onboarding Framework for B2B SaaS

This guide will help you design a complete customer onboarding framework and help you reduce your onboarding time by up to 50%.

Customer onboarding = Value delivered

  • Create a Step-by-Step Onboarding Process
  • Deliver consistent onboarding experience
  • Drive Product Adoption
  • Measure Onboarding Success

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