CALCULATE YOUR ONBOARDING TEAM'S VALUE
Confidently onboard your customers even as you scale.
AI agents that meet customers at every stage of their journey, across chat, email, and voice, to resolve issues end to end and increase revenue.
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+5
1,000+ customers joined
THE THESIS
High-touch doesn't have to mean
starting from zero.
Your customer onboarding will always need humans. UserNurture makes those humans
more valuable — by sending customers in with the prep work done, the basics learned, and
a path of context your CSM can build on, instead of starting from zero on every call.
BEFORE USERNURTURE
"Hey, welcome to [product]. Let's start from the
top: this is the dashboard, this is where you add
users…"
WITH USERNURTURE
"Looks like you got 4 of 7 steps done. Let's talk
through that approval workflow you started on
Thursday."
WHY USERNURTURE EXISTS
Customer success leaders keep asking us the
same two questions.
We've talked to hundreds of CS leaders. The job hasn't changed — but the way it's done
has to. Meetings and back-and-forth email don't scale to 50 new customers a month.
QUESTION 01
"Can you create more upsell and
retention opportunities for my team?"
QUESTION 02
"How do we scale beyond meetings and
back-and-forth email?"
Our answer: an all-in-one platform that brings scaled learning into onboarding — so most of it happens async.
MOST POPULAR FEATURE
100+ CS teams use Paths to onboard
customers asynchronously.
Paths is a custom-branded experience where your CSM walks the customer through a series of
action steps — scheduling the next meeting, filling out intake forms, watching welcome videos,
completing walkthroughs. It's collaborative onboarding that finally scales.
THE DIFFERENTIATOR
Self-paced interactive
training, right inside the
browser.
Instead of spending time on Zoom meetings or emailing back-and-
forth to explain how to complete an action in your software, we
create an automated experience for the customer to train
themselves. A CSM hits record in our Chrome extension, runs
through the workflow once — we auto-generate the instructions and
stitch the screenshots into an interactive flow you can drop into any
Path, help article, or support reply.
Chrome extension records any browser workflow
Auto-generated instructions + screenshots
Layer in interactive hotspots, dropdowns, and input fields
Customers practice in a sandbox that feels like your real app
ALIGNED, ALWAYS
Keep everyone aligned on
the next steps
One of the hardest things about onboarding is getting everybody on the
same page. Using UserNurture Paths, you can get mutual buy-in from
your customers to build trust throughout the onboarding process.
Plus, with due dates and automated email reminders, they'll always know
what should be done next. UserNurture is the place for you to
collaborate, strategize, and coordinate together.
See how Paths work
→
●
acme-firm.usernurture.com/onboarding/getting-started
A
Acme Firm
YOUR ONBOARDING
Get your team live on
Acme in 14 days.
Progress
3 / 7
Est. 22 min remaining
JM
Jenna Marquez
Your CSM · online
PATH · NEW CUSTOMER
ONBOARDING
Week one · Foundations
4 of 7 to
go
✓
Kickoff call
Scheduled · Tue 2:00pm
✓
Workspace intake form
8 questions · 4 min
✓
Welcome video from your
CSM
2:14 · watched
4
Invite your team
Walkthrough · 6
steps
Start →
●
app.usernurture.com/walkthroughs/new-client-onboarding/edit
STEPS · 6
1
Welcome screen
2
Connect software
3
Workspace setup
4
Upload returns
5
Schedule call
6
Sign engagement
+ Add step
HOTSPOT_01 · TOOLTIP
Tooltip copy
Click Workspace settings to add your team
members and assign client accounts.
Position
Bottom-right
Trigger
On click
BRANDING
+
Publish to Acme
Edit
Preview
Simulate
quickbooks.intuit.com/dashboard
HOTSPOT_01
ONE-SIZE-FITS-ONE
Every customer is
different…
So why are you giving them the same onboarding plan? With
UserNurture, personalizing onboarding for your customers is a cinch.
Start with a template, then customize your plan for each customer, so
you can get mutual buy-in on a plan perfectly structured for their goals
and timeline.
"UserNurture has reduced my post-meeting work with a new customer from a
15 minute set of activities down to 5. When I'm having 30 of those meetings a
month, that's a net savings of around 5+ hours of time."
— Scooter Smith, Onboarding Specialist, GuildQuality
See how Paths work
→
"The UserNurture dashboard is a game changer. I'm trying to figure out where
nine customers are at any given time, which used to be a ton of manual work.
But with UserNurture, I just feel more effective. We've started talking about
creating UserNurture workflows for everything — it just makes our lives
easier."
We don't care what
you call it…
Honestly, people use a bunch of different names for what
UserNurture does and they all basically mean the same thing.
But we think the only thing that matters is helping your
success team be awesome at onboarding, so they can help
your customers be awesome too.
See how UserNurture works →
Success plan
Implementation plan
Onboarding plan
Mutual action plan
Customer journey plan
Joint engagement plan
Activation roadmap
Adoption plan
Start reducing the time it
takes to onboard your
customers today.
…and make sure you never receive an email asking "Where are we on
this?" ever again.
Get a demo →
UserNurture
Onboarding that runs without you. We
build training systems for professional
services firms and SaaS Customer
Success teams.
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