Portfolio
See every onboarding, phase, owner, health state, and target window together.
Managed delivery
Give every customer onboarding a plan the whole team can run.
A complete customer onboarding operations operating model for b2b saas teams with 5–20 implementation or customer-success managers.
What we deliver
Onboarding Dependency Management
LaunchHandoff brings portfolios, repeatable plans, delivery projects, dependencies, team capacity, and customer-ready reporting into one operating model.
- Dependency extraction from one agreed onboarding artifact
- Context-rich follow-up drafts with human-approved policy
- Time-to-value risk digest for every active onboarding
The operation to run
Give the team one dependable view from record to decision.
27 active onboardings in the fictional product tour
Playbooks
Standardize milestones, acceptance points, and handoffs without flattening real differences.
Projects
Turn each sale into a clear delivery plan with visible progress and ownership.
Dependencies
Find customer inputs and internal handoffs that are holding up the next step.
Capacity
Review upcoming work by role so commitments match the team's available attention.
Reporting
Share an honest view of progress, decisions, risks, and next steps.
Common pressure points
Fix the weak handoffs, not just the latest symptom.
Teams switch between docs, forms, CRM, email, and project tools to understand one onboarding.
Portals can show tasks but cannot make a customer complete them.
More reminders create fatigue when they omit the reason, owner, or downstream impact.
A deliberate boundary
Useful work without taking control away.
Not included: No autonomous commitments to customers, unrestricted inbox access, forced portal migration, or claim that reminders alone change behavior.
A useful first conversation
Bring us the operation that needs a clearer system.
Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.