Start customer onboarding — $247/month, setup included

Every new account is measured against milestones — first login, data connected, first workflow run, team invited, first result. Nudges go out only when a milestone is overdue and say exactly what the next step is. Activation rate rises; CSM time concentrates on the accounts that are stuck; and the milestone funnel shows where onboarding itself is broken.

Start · $247/month Read the blueprint first

BlueprintCustomer Onboarding
Price$247/month · setup included
BillingMonthly from today · cancel any time
Starts whenSignup event + daily milestone scan
Steps8, with an approval step where money or a customer is involved
You keepThe automation, whatever happens — it is yours if you leave

What you do

Invite [email protected] to the accounts below — read-only where possible, about 20 minutes.
Answer the two or three questions in the checklist email: your rules, quiet hours, who approves.
Approve the first runs from your phone until you say “let it run”.

What the subscription includes

Set up, hosted, watched, reported.

Setup and configuration to your tools, with an approval step wherever money or a customer is involved
It runs on our servers — or in your own automation tool if you already run one
Monitoring, and fixes when a connected API or model changes
Small improvements as you ask for them, inside the blueprint's scope
A monthly report: handled, approved, exceptions — and what the exceptions map to
Cancel monthly; the automation stays yours either way

Covers one product with up to eight milestones and 1,000 new accounts a month. Multiple products or in-app guided tours are a custom build. Subscription terms: billing, cancellation, fixes, your files.

Access we will ask for

Read-only where possible, scoped to what the workflow touches. The checklist with exact steps arrives by email right after payment.

Tool	Why
Segment / Mixpanel / PostHog	Activation events
Claude	Stall-specific nudges and setup answers
HubSpot / Intercom	Logging, in-app messages, handover

The first month

Day by day.

TodayPayment confirmed; you get the access checklist for the accounts the blueprint touches.
Days 1–2You invite [email protected] to the three or four accounts the automation touches — read-only where possible, about 20 minutes, revocable any time. We configure the blueprint to your tools and your rules.
Days 3–5First runs on real records, with you approving each one in Slack or email until you say “let it run”.
LiveIt runs. Exceptions come to a person; everything else is logged in the tool where it happened, tagged as automated.
1st of the monthThe report: handled, exceptions, what changed — and, when an exception type is large, the custom trigger it maps to.

Before you pay

Three things that make it a custom build instead.

If one of these is you, the subscription would spend its first month logging exceptions. Run the free audit and the plan prices the custom version ($3,500–6,000 one-time) next to the standard one — by email, no call.

Free audit instead

More than one product, each with its own activation milestones and nudges.

In-app guided tours or checklists that have to be built into your interface, not sent by email.

Above 1,000 new accounts a month, or hand-offs to an onboarding team with an assignment and SLA dashboard.

Start

Customer Onboarding · $247/month

Card checkout on Stripe. The access checklist and the first-month plan land in your inbox within a minute; setup starts when you reply.

Start · $247/month How pricing worksPrefer to talk first? [email protected] · free audit

Loading…