OnboardingActivationCustomer Success
Automated Onboarding for Project Management Tool
ProjectPro · Project management SaaS (B2B, mid-market)
See more solutions for Niche SaaS →67%
faster time-to-first-project
+23%
increase in 30-day activation rate
4x
more customers per CSM capacity
The Challenge
Time-to-value was killing activation rates. New customers took 3+ weeks to set up their first project properly. CSMs were spending 80% of their time on repetitive setup tasks instead of strategic guidance.
The Solution
- Built AI onboarding agent that interviews customers about their workflow
- Auto-generates project templates, custom fields, and automations
- Creates personalized training plan based on role and use case
- Proactively identifies setup issues before they become problems