Turn onboarding into a clear, collaborative experience for buyers and sellers.
Aligned replaces scattered tools with one shared workspace where teams can manage onboarding, align on next steps, and keep momentum. With mutual action plans and real-time visibility, you make onboarding easier for your team and your clients.
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With a customer onboarding software, you can consolidate all client-related resources and communication in one place. This makes it easy for you to keep track of all the necessary tasks and deadlines, ensuring a smooth and efficient onboarding process.
By ensuring that everyone involved in the onboarding process is on the same page, Mutual Action Plans foster collaboration and improve efficiency. This helps to keep clients aligned with the process and ensures that they have a clear understanding of what is happening at every stage.
The client onboarding solution’s smart insights and real-time alerts help optimize your workflow by providing valuable data and preventing delays in communication.
By gaining visibility into the sales process, identifying buying blind spots, and reacting to buying signals, you can close deals faster and more effectively.
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| FEATURES | ||
| Single destination for client relationship |
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| Keep clients aligned |
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| Manage multi-phase projects |
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| Action plans for you and your clients |
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| Share deliverables and get feedback |
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| Centralized storage of onboarding collateral |
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| Easy management of stakeholders |
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| Integration with CRM and other key systems |
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| Real-time updates and progress tracking |
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| Visibility for leadership on onboarding progress |
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Establish measurable objectives to guide the onboarding process and ensure a successful outcome.
Create a single destination for all client-related resources and communication, making it easy for everyone to stay aligned.
Choose a customer onboarding platform that offers a simple, user-friendly interface to improve the overall onboarding experience for your clients.
Create and manage action plans that simplify the process for both you and your clients.
Use the customer onboarding software to optimize communication with clients throughout the onboarding process, making it easier to keep them informed and engaged.
Continuously monitor the performance of your client onboarding system to identify areas for improvement and make necessary adjustments to ensure optimal results.
After a 5-minute demo of Aligned, I was sold! A living, breathing mutual success plan in the form of a technology platform! I rarely say- this is a truly disruptive product that the market actually needs.
CEO, Women in Sales
Aligned is a single place to keep on top of deals, build strong business cases with champions and get multiple stakeholders on board. I wish I had it early, but I have it now, and I’m enjoying it immensely!
Senior Account Executive, Gong
Everything you need to know about Client Onboarding Software
Client Onboarding Solutions are platforms that streamlines the onboarding process, centralizes all necessary resources, files, and communication, ensuring that both your team and your clients can stay aligned and make informed decisions.
A Client Onboarding Tool offers a centralized location for all resources and communication, integrates with key systems, tracks progress in real-time, and provides visibility for leadership. Traditional methods may involve scattered communication channels and lack real-time progress tracking.
To implement a Customer Onboarding Software, set clear onboarding goals, centralize client relationships, efficiently manage multi-phase projects, develop action plans, foster collaboration and communication, and share deliverables and gather feedback.
The advantages of using a Client Onboarding Solution include streamlined processes, clear communication channels, shared resources, improved collaboration, better project management, and enhanced client satisfaction.
“It’s like someone shined a light on every part of a deal. We see who’s engaging and for how long, so we can anticipate needs and serve our prospects accordingly.”
Senior AE
“Aligned to cut down his team’s sale cycle and improve engagement with prospects.”
Country Leader
“Aligned cut days of back-and-forth on links, attachments, and follow-ups. Deals moved faster — our sales cycle dropped by about 30%.”
VP of Revenue
“I implemented Aligned around this time last year…Since rolling this out, our close rate has increased by 17%.”
CCO
“After presenting our Aligned room live over a few sessions, the buyer asked to be connected with Aligned so they could use it with their own sales team. The buying experience was that smooth (and we won the deal).”
Mid-Market AE
“Job searching can feel extremely overwhelming at times. As a seller, I used Aligned to treat my job search like a sales cycle, giving hiring managers a clear, structured and custom view of my experience beyond a CV. That approach helped me stand out quickly and land my next role.”
VP Data Sales
Just got off a call with a prospect, not word for word but she basically said
“I’ll tell you what, I absolutely love that sales room (Aligned) that you guys use. Its really separated you from the other providers we are considering. it is so much easier then looking through a thread of emails”
VP of Sales
“Rooms with more than four hours of engagement achieve an 86% win rate, and those with over 4.5 hours were close to 100%…We now use Aligned on every deal.”
Director of Sales
Aligned is a must for Mid-Market and Enterprise deals. It gives all stakeholders a single source of truth and makes the buying process easier. A must-use for my sales process.
AE
“This [Aligned] is the most useful sales product in my arsenal!”
Enterprise AE
We just closed one of our bigger deals of the year ($200k) and they spent over 5 hours in their Aligned sales room.
Gal Aga seeing Aligned signals in my weekly pipe reviews inside of Gong is becoming GOLD to determine if i am beleiving in a deal NOT jsut engagement
CEO
CRO
Platform at a glance
Centralized buyer workspace
Manage customer outcomes
Faster customer activation
AI aligned to revenue
Shared deal milestones
Revenue insights and signals
Connect your tools
Product insights and updates
How customers succeed with us
Templates to get started faster
Practical guides and best practices
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