Customer onboarding software for B2B SaaS
Onboarding scattered across docs, videos, and help guides. In-app tours that don't stick. Customers finish none of it. Complex products need a structured way to onboard and educate — OnboardingHub brings it all into one guided experience with completion tracking. One link, easy.
Onboarding shouldn’t feel like this
Scattered resources
Your getting-started docs live in one place, videos in another, and project tasks in a third. Customers miss critical steps because there’s no single source of truth.
Zero visibility
You can’t see where customers are stuck until they churn or raise a support ticket. By then, it’s often too late.
Inconsistent delivery
Every CSM or Implementation Manager runs onboarding differently. Some customers get white-glove treatment; others fall through the cracks.
What changes when onboarding is centralized
Faster time-to-value
Customers reach their first success milestone sooner because every step, resource, and action is sequenced in one place.
Higher activation and retention
When customers complete onboarding, they stick. Guided journeys with clear milestones and rich content turn signups into active users.
Reduced support load
Customers stop asking “what’s next?” because the answer is always visible. Fewer status emails, fewer support tickets.
Repeatable at scale
Templated onboarding means your tenth customer and your thousandth customer get the same quality experience — without hiring more heads.
How OnboardingHub delivers these outcomes
Visual Guide Builder
Build guides that people actually finish
If your onboarding content is buried in docs, emails, and wikis that customers never find…
…you need a single, guided experience that walks them through every step in sequence.
The visual builder lets you create step-by-step onboarding guides with drag-and-drop simplicity. Add text, images, videos, and interactive elements. Group steps into sections. Reorder as needed. Publish when ready.
- Drag-and-drop step sequencing
- Rich media support (text, images, video, embeds)
- Section grouping for complex flows
- Draft and publish workflow
- Version history
Role-Based Journeys
Personalize onboarding by role and segment
If different customer segments or user roles need different onboarding paths…
…you need personalized journeys that adapt to each use case without building everything from scratch.
Create journey templates by role, use case, or customer segment. Automatically enroll users into the right path based on their profile. Maintain governance with approved templates.
- Template library with role-based variants
- Segment-specific content
- Template governance and permissions
Engagement Analytics
See exactly where users drop off
If you can’t see where customers drop off or which resources actually drive activation…
…you need step-level analytics that show exactly what’s working and what’s causing friction.
Track completion rates, time-on-step, and customer effort scores across every guide. Identify the steps where users abandon. Compare performance across segments. Export data for deeper analysis.
- Step-by-step completion tracking
- Customer effort scoring (CES)
- Organisation-level reporting
- Drop-off funnel analysis
- CSV export for BI tools
Customer-Facing Progress Hub
Give customers a home for their onboarding
If customers constantly ask “what’s next?” and you spend hours on status update emails…
…you need a shared workspace where customers see their progress and next steps without asking.
Every customer gets their own hub showing completed milestones, current tasks, and upcoming steps. Stakeholders on both sides have visibility. No more status chasing.
- Customer-visible progress dashboard
- Milestone tracking
- Stakeholder alignment
- Rebrand the portal to your organisation
Embedded Tools & Integrations
Embed any tool directly in your guide
If customers have to leave your guide to book calls, complete forms, or watch training videos…
…you need native embeds that keep everything in context, reducing friction and context-switching.
Embed scheduling widgets, forms, surveys, and videos directly into guide steps. Integrates with the tools you already use. No code required.
- Native embeds: Calendly, Typeform, Loom, Vidyard, YouTube, and more
- Auto-detection of embed type
- Dynamic height adjustment
- Sandboxed iframes for security
Contact Management
Centralize your customer contacts
If you’re juggling customer contacts across spreadsheets and CRM records with no clear view of who’s involved in each onboarding…
…you need a centralized contact system that tracks individuals and organizations enrolled in your guides.
Organize contacts and companies in one place. Enroll individuals or entire organizations into guides with a single click. Track engagement at both the contact and account level.
- Contact and company records
- Bulk enrollment by organization
- Contact-level progress tracking
- Import from CSV
Multi-Workspace
Run multiple onboarding programmes independently
If you’re running multiple onboarding programmes (by product, region, or team) and struggling to keep them separate…
…you need isolated workspaces that let each team operate independently without cross-contamination.
Run multiple onboarding programmes from a single account. Each workspace has its own guides, contacts, and settings. Maintain governance across workspaces while allowing team autonomy.
- Separate workspaces per product/team/region
- Independent guide libraries per workspace
- Workspace-level permissions and settings
- Single sign-on across workspaces
Security & Permissions
Control who can see and do what
If you’re concerned about customer data exposure or need to control who can edit and publish guides…
…you need role-based permissions and secure access controls built into the platform.
Token-based access keeps customer-facing content secure. Workspace isolation prevents data leakage between programmes. Role-based permissions control who can create, edit, and publish guides.
- Token-based access for customer portals
- Workspace isolation
- Role-based permissions (admin, editor, viewer)
- SSO integration
- Audit trail of content edits
Built for teams looking for an effective onboarding solution
Standardize onboarding in days, not quarters
The problem
Onboarding is tribal knowledge. Every CSM does it differently. You’ve got content in Notion, tasks in Asana, and no single view of where each customer stands.
The solution
OnboardingHub gives you one hub per customer with templated journeys, clear milestones, and real-time progress visibility — for your team and your customers.
Key outcomes
- Reduced time-to-first-value
- Consistent onboarding quality across CSMs
- Lower early-stage churn
Turn signups into activated users
The problem
Users get lost after signup. Your docs, tours, and emails aren’t connecting into a coherent journey — and you can’t measure what’s driving activation.
The solution
OnboardingHub gives you role-based onboarding journeys with measurable milestones. See which steps correlate with activation. Iterate based on data, not guesswork.
Key outcomes
- Higher activation funnel conversion
- Clear PQL signals based on onboarding progress
- A/B testable onboarding flows
Turn tribal knowledge into structured training
The problem
Your training materials are scattered across wikis, slide decks, and video folders. New users get a link dump and figure it out themselves — or keep asking the same questions.
The solution
OnboardingHub lets you build structured, step-by-step training guides with embedded videos, docs, and interactive content. Track who’s completed what and where they get stuck.
Key outcomes
- Faster ramp-up for new users
- Self-serve training that reduces repeat questions
- Completion tracking across your user base
One less hat for you to wear
The problem
Onboarding is ad hoc — different for every customer. You don’t have time to document processes while also selling and building. But your first enterprise customer just asked for a formal onboarding plan.
The solution
OnboardingHub lets you build a professional, repeatable onboarding experience in an afternoon. Impress early customers and build the foundation your first CS hire will thank you for.
Key outcomes
- Structured onboarding from day one
- Repeatable process ready for your first CS hire
- Early customers you can use as references
Questions we hear from teams like yours
"We can build this in Notion."
You can — and many teams try. But Notion wasn’t designed for customer-facing onboarding. You’ll lack progress tracking, analytics, automated enrollment, and the customer-facing portal that keeps clients aligned. OnboardingHub is purpose-built to do one thing well.
"We already use Asana / Jira for project management."
So do many of our customers. OnboardingHub isn’t replacing your PM tool — it’s the customer-facing layer on top. Your team works in Asana; your customers see progress in OnboardingHub without needing another login.
"We handle onboarding in-app."
In-app guidance is essential — and OnboardingHub complements it. In-app tours show users where to click. OnboardingHub provides the bigger picture: sequenced milestones, resources, and stakeholder alignment that spans beyond your product’s UI.
"Our customers won’t adopt another tool."
OnboardingHub requires zero login for customers. They receive a link, see their progress, and complete tasks — no account creation, no friction.
Looking for more effective onboarding?
Build your first onboarding guide in minutes and see what it’ll look like for your customers. No credit card required.