Book a Demo

Perfect Your Customer Onboarding

With Ascendr’s Project Management Platform, experience Increased Revenue, Reduce Customer Churn, and Enhanced Customer Satisfaction.

Ascendr executive summary
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 🚀

  1. list icon
    Customer Portal
  2. list icon
    Success Criteria
  3. list icon
    Education Tracking
  4. list icon
    Risk Management
  5. list icon
    Tasks and Deliverables
  6. list icon
    Project Timelines
Portal preview
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 🎯

  1. list icon
    Customer Portal
  2. list icon
    Success Criteria
  3. list icon
    Education Tracking
  4. list icon
    Risk Management
  5. list icon
    Tasks and Deliverables
  6. list icon
    Project Timelines

Here’s what our customers say

  • rating star image

    “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.”

    1714740318627
    John Burr

    General Manager, Yellowfin BI

  • rating star image

    “Amazing experience i love it a lot. Thanks to the team that dreams come true, great! Really appreciate there approach”

    customer profile image
    Lassy Chester

    Art Director

  • rating star image

    “Amazing experience i love it a lot. Thanks to the team that dreams come true, great! Really appreciate there approach”

    customer profile image
    Lassy Chester

    Art Director

    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.

    1. list icon
      Gain Insights With Portfolio Overview
    2. list icon
      Stop Customer Churn With Risk Management
    3. list icon
      Control Team Delivery With Templated Guidance
    ad16d9e1-8d4b-4a4f-8c35-9f4ce18f9693
    Progress bars

    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.

    1. list icon
      Reduce Customer Chasing With Customer Portal Access
    2. list icon
      Increase Customer Satisfaction With Complete Transparency
    3. list icon
      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.

    1. list icon
      Improve Efficiency With Information In One Place
    2. list icon
      Reduce The Need For Multiple Applications
    3. list icon
      No Need To Train Your Team On Multiple Tools
    Export

    Are you convinced? If yes,

    What’s Included In My Ascendr Platform?

    book-solid

    Custom Templates

    Ensure consistency and efficiency in delivery with reusable project templates.

    timeline-solid

    Project Summaries

    Keep everyone informed with clear and concise project overviews.

    laptop-solid

    Customer Portal Access

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

    bullseye-solid

    Success Criteria

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

    list-check-solid

    Tasks and Deliverables

    Break projects into manageable deliverables and tasks for streamlined execution.

    user-graduate-solid

    Education Tracking

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

    file-invoice-solid

    Invoice Register

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

    bars-progress-solid

    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!