75% of Customers Who Experience Seamless Onboarding Stay Loyal

Ascendr makes customer onboarding seamless, clear, and easy to follow.

Our platform embeds directly into your SaaS product, ensuring customers are engaged from day one.

Provide the seamless start your customers expect.

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Some Of Our Happy Customers
  • Yellowfin logo
  • Virtuoso logo
  • CXChronicles logo
  • Tizo logo

Elevate Customer Onboarding – Boost Retention and Revenue from Day One

Onboarding sets the tone. Nail it, and you'll see happier customers, less churn, and more revenue 💸. Start strong, win big 🚀

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    Customer Portal
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    Success Criteria
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    Education Tracking
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    Risk Management
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    Tasks and Deliverables
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    Project Timelines
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Project Management preview

Stay on Top of Onboarding – Project Management with Clarity and Confidence

Keep every onboarding project in check. With clear visibility and control, you’ll reduce churn risks, prioritise what matters, and ensure your team delivers results smoothly and on time 🎯

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    Customer Portal
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    Success Criteria
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    Education Tracking
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    Risk Management
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    Tasks and Deliverables
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    Project Timelines

Here’s what our customers say

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    “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.”

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    John Burr

    General Manager, Yellowfin BI

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    “Ascendr 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 Convery
    Jenna Larrett

    Head of Customer Success, Tizo

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    “Partnering 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
    Adrian Brady-Cesana

    Chief Experience Officer, CXChronicles

    What Benefits Do I Gain?

    Smart Insights for Effective Leadership

    Instantly spot risks and act decisively. Our platform sharpens your leadership, making every decision precise and informed.

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      Gain Insights With Portfolio Overview
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      Stop Customer Churn With Risk Management
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      Control Team Delivery With Templated Guidance
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    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.

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      Reduce Customer Chasing With Customer Portal Access
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      Increase Customer Satisfaction With Complete Transparency
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      Control Information With Granular Permissions

    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.

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      Improve Efficiency With Information In One Place
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      Reduce The Need For Multiple Applications
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      No Need To Train Your Team On Multiple Tools
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    Are you convinced? If yes,

    What’s Included In My Ascendr Platform?

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    Custom Templates

    Ensure consistency and efficiency in delivery with reusable project templates.

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    Project Summaries

    Keep everyone informed with clear and concise project overviews.

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    Customer Portal Access

    Provide free, easy access for your customers to track their onboarding progress.

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    Success Criteria

    Define and monitor key success metrics to ensure project goals are met.

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    Tasks and Deliverables

    Break projects into manageable deliverables and tasks for streamlined execution.

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    Education Tracking

    Monitor and manage customer training and education throughout the onboarding process.

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    Invoice Register

    Maintain a register of sales invoices raised for clear financial oversight.

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    Timelines

    Visualise project timelines with straightforward Gantt charts, enhancing planning and communication.

    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

    Early stage churn in customer onboarding can be caused by a lack of value proposition, poor user experience, or unrealistic customer expectations.

    Struggle to upsell

    Difficulty in upselling as a result of poor customer onboarding can be caused by a lack of trust, dissatisfaction with the initial onboarding experience, or failure to demonstrate the value of the software.

    Damage to reputation

     

    Damage to reputation as a result of poor customer onboarding can be caused by negative feedback, word-of-mouth, or online reviews due to a lack of support, poor communication, or unmet expectations.

     

    Overstretched resources

     

    Strain on resources as a result of poor customer onboarding can be caused by a high volume of support requests, customisation work, or data migration due to insufficient planning, resources, or expertise.

     

    Low team morale

     

    Low staff morale as a result of poor customer onboarding can be caused by the frustration of dealing with dissatisfied customers, burnout from dealing with a high volume of support requests, or feeling unsupported due to a lack of resources or training.

     

    Difficulty to deliver

     

    Difficulty to deliver as a result of poor customer onboarding can be caused by unrealistic customer expectations, incomplete or inaccurate data migration, or a lack of preparedness to address technical issues or customisation requests.

     

    We want to change the way you work. Let’s chat!