Detect onboarding risk before churn
Give teams and customers a shared view of milestones, tasks, and health.
Trusted by modern CS teams
What you get
Everything to run onboarding like a product
Centralize tasks, milestones, and ownership in one place.
Common blockers
Fix the gaps that slow onboarding
Surface risks early so you can act quickly.
How it works
From kickoff to value
Step 1
Plan the journey
Use templates to align milestones and outcomes.
Step 2
Run the work
Track tasks, owners, and completion in real time.
Step 3
Spot risks
Trigger alerts before customers churn.
Modules
Operate with one system
Start with the essentials and expand as you scale.
Onboarding core
Milestones, owners, and completion tracking.
Template library
Launch faster with proven playbooks.
Risk alerts
NewSurface churn signals before they become escalations.
Executive insights
Spot trends across accounts and segments.
Diagnose
Get a quick onboarding diagnosis
Answer a few questions and get a tailored risk readout.
FAQs
Questions, answered
How fast can we launch?
Most teams go live in a week using our templates.
Do clients get access?
Yes, customers see milestones, tasks, and files in a portal.
Can we customize templates?
Absolutely. Edit tasks, owners, and milestones anytime.
Ready
Launch a healthier onboarding
Start your trial or explore the template library.