How a B2B platform cut new-customer onboarding from 3 weeks to 6 days.
The challenge
Sales closed deals but onboarding lived in spreadsheets, so new customers waited weeks for setup and the finance team chased the first invoice by hand.
The solution
Lio hands the closed deal to Taro, which runs the onboarding checklist and owners, while Inzo bills the moment the account goes live.
The results
Onboarding dropped from about three weeks to six days, first-90-day churn fell by roughly a third, and retired tools saved around $7K a month.
“The handoff from closed to live used to be where customers cooled off. Now it just runs.”
Sample ContactVP Customer Success (sample)
The connected workflow
One handoff to the next, no manual glue between tools.
Passes the closed deal and its details to onboarding.
Runs the onboarding checklist with clear owners and dates.
Bills the customer the moment the account goes live.
More customer stories
How a SaaS startup turned trial signups into a 25% lift in closed revenue.
How a 10-agent brokerage tripled booked site visits and added $280K in a quarter.
How a boutique brokerage doubled its follow-up rate without hiring.
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