Find where new SaaS customers get stuck before they reach value.
For SaaS operations and Customer Success teams. One-time audit: $199 for an AI-generated report from your detailed onboarding intake. Allow 20–40 minutes after purchase. No subscription.
See a sample audit Fictional example; no email or account needed.
Illustrative excerpt: four of seven invented onboardings reached Implementation without a confirmed customer-side data owner or integration-readiness check. Test a short readiness record for the next five similar onboardings and compare waiting time and repeated information requests. Customer capacity, scope, and security approval remain alternative explanations.
Choose a one-time audit for a written investigation, or a monthly evidence workspace to measure recorded activity and compare periods. An audit is not required to buy a workspace; neither purchase includes the other.
Inspect the workflow between sale, setup, implementation, product adoption, and Customer Success. Surface weak handoffs, unclear ownership, missing inputs, stalled steps, and visibility gaps.
The free SaaS Onboarding Friction Score screens eight self-reported conditions and requires a work email to reveal the result. It is directional, not a verified diagnosis or benchmark.
The SaaS Customer Onboarding Audit analyzes one onboarding workflow for $199 once. Check current availability on the interactive onboarding page. SaaS Onboarding Team is $499/month for 5 seats and 10 tracked workflows. SaaS Onboarding Organization is $1,199/month for 25 seats, 50 tracked workflows and 10 departments. Self-service software; implementation services are not included.
Measure SaaS customer onboarding from recorded activity
Workflow Inspector's SaaS customer onboarding evidence workspaces turn activity records into measurements of handoff delays, work without a clear owner, repeated work, and the time it takes to finish onboarding. See the underlying customer or case timeline, save a starting measurement, and compare a later period after your team changes the process.
Choose the right product: the free screen uses your ratings; the $199 one-time SaaS Customer Onboarding Audit uses a detailed intake to produce a report. The evidence monitor is part of the separate SaaS Onboarding Team ($499/month) and Organization ($1,199/month) workspaces. Buying an audit does not buy a monitoring subscription, and buying a workspace does not include a separate audit. Your team carries out the changes; this is self-service software, not an implementation consultancy.
How to add your activity
Start with a CSV spreadsheet. Open the Onboarding progress monitor in your workspace, then use Upload customer activity to choose the file and press Upload activity. Use the example files to see the required format: a case reference, the step, what happened, and when it happened. Use reference codes rather than customer names, and include only the information needed for the review.
Your administrator can also create a scoped, revocable API credential for your own systems to send activity, or configure a signed GitHub Issues webhook. GitHub collection covers supported issue activity after setup; it is not automatic historical backfill.
Check Connections in your workspace for current Jira Cloud and HubSpot availability. You must give permission before activity can be imported. Salesforce has an additional package-installation step; check Connections for its availability and setup instructions. A connection alone does not confirm that history has been imported. You can also add supported activity files or use the event API and GitHub Issues webhooks.
See a software-generated example with fictional activity · Compare SaaS customer onboarding products · Open your onboarding workspace