Perfect Your Customer Onboarding
With Ascendr’s Project Management Platform, experience Increased Revenue, Reduce Customer Churn, and Enhanced Customer Satisfaction.
How We Help You
Helping B2B software companies to streamline their customer onboarding process via:
The Platform
What’s Included In Your Ascendr Platform?
Custom Templates
Ensure consistency and efficiency in delivery with reusable project templates.
Project Summaries
Keep everyone informed with clear and concise project overviews.
Customer Portal Access
Provide free, easy access for your customers to track their onboarding progress.
Success Criteria
Define and monitor key success metrics to ensure project goals are met.
Tasks and Deliverables
Break projects into manageable deliverables and tasks for streamlined execution.
Education Tracking
Monitor and manage customer training and education throughout the onboarding process.
Invoice Register
Maintain a register of sales invoices raised for clear financial oversight.
Timelines
Visualise project timelines with straightforward Gantt charts, enhancing planning and communication.
What Benefits Do You Gain?
Smart Insights for Effective Leadership
Instantly spot risks and act decisively. Our platform sharpens your leadership, making every decision precise and informed.
Portal-Powered Onboarding: A Transparent Path to Success
Transform your customer onboarding with our portal: real-time paths, direct engagement, and shared success—all in one place.
Unify Your Onboarding Universe: All Your Needs on One Platform
Simplify your onboarding: all tasks, risks, and tracking unified on one platform. No more juggling tools—just seamless success.
Here’s what our customers say
Yellowfin has been using Ascendr for just a few months, and in that time, just by scratching the surface of Ascendr’s features, the platform has provided incredible value by keeping the team and customers organized through the sales process. This is saving us precious time and reducing risk in the pre and post sales cycle.
John Burr
General Manager, Yellowfin BIAscendr has been instrumental in revolutionising our customer onboarding process at Tizo. Their tailored solutions have not only streamlined our operations but have also significantly increased customer adoption and retention. With Ascendr’s expertise, we’ve witnessed remarkable results
Jenna Larrett
Head of Customer Success, TizoPartnering with Ascendr has been a game-changer for us. Their custom CTAs have significantly boosted our customer engagement. We now have full visibility into our interactions with clients, making everything smoother and more transparent. It’s been fantastic for improving our customer relationships and efficiency.
Adrian Brady-Cesana
Chief Experience OfficerRead our latest resources
When it comes to optimising onboarding, we’re to help every step of the way. We’re committed to providing you with all the resources needed to help you provide an amazing customer onboarding experience.
Elevate Your Game: The Ultimate Guide to Setting Expectations that Skyrocket Customer Onboarding.
” A Second Chance at a First Impression: The Crucial Role in Customer Onboarding Success. In customer onboarding, the second first impression is your unique, pivotal chance to forge lasting connections and set the stage for success. “
Pain Points to Purchase: Decoding the True Motives Behind Every Buy.
” Navigating the Customer Onboarding Maturity Curve: A Guide for Customer Success Leaders. Join us on a journey through the Onboarding Maturity Curve! This video is a must-watch for Customer Success Leaders looking to level up their onboarding strategies. We'll take you from reactive to proactive, showing you how to automate without losing that personal touch, and how to really articulate the value of your product. Plus, we'll tackle the challenge of centralised reporting. Ready to revolutionise your onboarding process? “
Richard Convery: From Executive Assistant to Customer Success Leader A Journey of Success.
” Unlock Success with a Stellar Onboarding Specialist: Crafting the Perfect Compensation Plan. Discover how to craft a compelling compensation plan for your onboarding specialists that aligns with your company's goals and drives customer success. Join Ascendr today and unlock the key to customer onboarding success. “
Unlock Success with Your Ultimate Customer Onboarding Checklist!.
” Crafting Your Path to Success: The Power of a Customer Success Plan. Explore the power of a well-defined customer success plan in SaaS. Learn how to craft a plan that drives success and enhances customer onboarding “
Unlock Success: Master the Art of Top-Class Customer Onboarding.
Built For Customer Success Leaders…
Operate efficiently & effectively
Onboard customers quickly, eliminating wasted time and keeping costs low.
Customer Onboarding made easy
No-frills efficiency, with a huge range of features that are designed for onboarding with ease
Scale with ease
Use automation and templated project plans to reduce the need for repetitive admin tasks.
Stay up to date with key events across the board
Review progress, risks, and blockers at a high level, digging only into the detail that you need to operate.
Capitalise on upsell opportunities
Put your best foot forward at the start of the relationship and see an increase in ARR with happy customers.
The impact of onboarding challenges (that can be solved)
Customer onboarding is the most critical phase of the customer lifecycle. How many of these challenges do you face as a business?
Early stage churn
Struggle to upsell
Damage to reputation
Overstretched resources
Low team morale
Difficulty to deliver
Maintain the momentum of a new sale with amazing customer onboarding
The customer has just signed and is eager to start using your application. Make the most of the excitement and enthusiasm by making a lasting impression that starts the relationship off right.
Onboarding is the most critical phase of a customer lifecycle and if it goes wrong it’s hard to change their perception, so don’t leave onboarding success to chance.
Remember it is easier, less time consuming and more cost effective to upsell happy customers, so make an impact straight away that keeps them wanting more.
We want to change the way you work.
Let’s chat.
