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OnRamp Buyer's Guide

Welcome!  

You're likely here because you're looking to fix the revenue drains in your customer onboarding. We hope this buyer's guide helps you and your stakeholders understand what's possible for your business. When you're ready to see OnRamp in action, you can schedule your demo here. 

Customer onboarding is one of the most overlooked points of revenue loss in B2B organizations. It’s often treated as a routine task, managed with outdated processes that don’t reflect how critical onboarding is.

  • For CS: onboarding is where relationships are won or lost.
  • For implementation: it’s where projects either stay on track or fall off.
  • For revenue leaders: it’s the difference between hitting targets or explaining why revenue recognition or expansion didn’t convert.
89% buyers will switch to competitor

Most teams are still managing onboarding with generic tools and scattered workflows. The result is missed handoffs, delayed go-lives, mounting internal pressure, and customers second-guessing their investment.

Turn momentum into dollars
TURN MOMENTUM INTO DOLLARS
Onboarding is central to how your business retains and grows customers. It's one of the highest-leverage places to invest.
As you're championing OnRamp, this guide is here to help you make the case.
 

What's in the guide

Your go-to resource for scaling outcome-based onboarding across teams, segments, and systems

  • The Problem OnRamp Is Solving
  • Defining Your Opportunity
  • Building Your Business Case
  • Prioritizing Your Use Cases for OnRamp
  • Evaluating Platforms: Tips to Consider
  • Prepping for Onboarding Readiness
  • See What Customers Have to Say

Onboarding isn't just a step. It's where revenue begins.

Gartner predicts that by 2026, 75% of companies will have formal onboarding programs. Yet most still rely on manual work and generic project management tools, email, and spreadsheets.

These workarounds were never designed for onboarding’s unique needs or customers. Sticking with the status quo isn’t just inefficient. It’s expensive.

At OnRamp, we believe you haven't won your customer until they see value, based on pre-sale promises. Onboarding isn’t just a step. It sets the foundation for your customer lifecycle and revenue recognition. But most teams are stuck fixing it early and often, instead of maintaining momentum and driving post-sale growth.

We look forward to helping you flip onboarding from a churn risk into a strategic advantage, whether refining your process or making the case for transformation.

This guide is designed to help you:

Identify where your current process is creating risk

Build a compelling business case for change

Evaluate onboarding technology that actually moves the needle

Align internal stakeholders across CS, Ops & Finance

Select a solution built for scale and customer outcomes

The Problem OnRamp Is Solving

Built to solve the specific challenges of customer onboarding that delay customer success and company revenue.

Halted growth

Customer onboarding isn’t a handoff; it’s THE first real moment of truth. It sets the tone for activation, retention, and growth.

Uphill battle

Most onboarding still runs on internal tools not built for guiding customers, causing delays, confusion, and drop-off well before renewal.

Right solution needed

If you lead CS, Implementation, Revenue, or Ops, you’ve seen the cracks. Poor onboarding strains teams, breaks trust, and quietly cuts into revenue, often without the right tools to fix it.

OnRamp Customer Onboarding - Portal

With OnRamp, you and your teams can:

  • Track every onboarding in motion from one place
  • Automate tasks, workflows, and follow-ups so nothing slips
  • See and share exactly where each customer stands

Deliver better, predictable outcomes – at scale: 

  • Projects launch on time and revenue is recognized faster
  • Fewer accounts stall or churn before value is delivered
  • Teams spend less time chasing details and more time adding value
Faster Adoption Stronger Renteion Scalabel success-1

Defining Your Opportunity

Building Your Business Case

What to Consider When Estimating Your ROI with OnRamp

A better onboarding experience doesn’t just improve sentiment. It drives real revenue gains.

See below for a brief look at just some of the business value you can unlock by investing in OnRamp. We will provide a more detailed ROI overview based on your specific business.

Revenue Acceleration: Get Customers to Activation Faster

How many new customers do you onboard per year?

What's your average revenue per month per customer?

How many weeks would you like to reduce onboarding by?


		

	

	

		
Total Revenue Acceleration 

		
		

			
See how much revenue you may be missing by prolonged onboardings to build your business case for automation.

		

		
		

			
 

		

		
		

			
 

		

		
		
        
	

	
	














































Prioritizing Your Use Cases for OnRamp
































  
    
      

        
        
          
          
          
            
              
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Speed up time-to-FIRST-value (TTFV)

        


      

    
      

        
        
          
          
          
            
              
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Expedite time-to-revenue recognition

        


      

    
      

        
        
          
          
          
            
              
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Strengthen new customer retention

        


      

    
      

        
        
          
          
          
            
              
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Deliver a better experience from day one

        


      

    

  



































  
    
      

        
        
          
          
          
            
              
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Improve visibility into onboarding progress and risk

        


      

    
      

        
        
          
          
          
            
              
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Automate workflows and reduce manual load

        


      

    
      

        
        
          
          
          
            
              
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Empower customers with self-service alternatives

        


      

    
      

        
        
          
          
          
            
              
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Standardize playbooks across teams to reduce variance

        


      

    

  




































    
  

  
  
  
  
  
  
  
  
  

    
  

















































Most companies don’t realize onboarding is the root cause of revenue friction and fall-offs until it’s too late. While others chase efficiency at scale, you can turn onboarding into an engine for growth and retention at scale.











































Evaluating Platforms: Tips to Consider

























  
    

      
        

          
          
          
          
            
              
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Key criteria for evaluating an onboarding platform

          

        

      
        

          
          
          
          
            
              
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What to look for beyond checkboxes (outcomes vs features)

          

        

      
        

          
          
          
          
            
              
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OnRamp vs. general-purpose tools (and how to explain the difference internally)

          

        

      
    

  










































Key Criteria to Consider as You Evaluate an Onboarding Solution








Criteria




Why It Matters




What to Look For








Time-to-Value Acceleration




Faster activation means faster and better use of your product, accelerating revenue recognition and customer satisfaction, and ultimately retention.




Workflow structure with built-in tasks, progress trackers, and customer reminders/internal alerts to ensure key milestones and dates are hit.








Customer Visibility




Customers need clarity, not confusion. This leads to friction, killing momentum.




A shared onboarding view that shows progress, owners, and timely next steps, without overburdening by heaping every task on them all at once.








Automation & Scale




Manual processes aren't repeatable, are dependent on people to unblock, risking progress and revenue delays.




Workflow rules and automation, templated playbooks, dynamic workflows that adjust to each customer, and self-service options.








Integration and Flexibility




The tool must fit into your tech stack so you can get more out of the tools you already use.




Connectivity with your CRM, CS platform, and other internal tools.








User Experience




Internal and external users need a reason to engage. Customers prefer to be guided than to navigate on their own.




Intuitive UI for CSMs and a simple, guided experience for customers, with tasks and alerts delivered sequentially.








 






























OnRamp vs. General-Purpose Tools: The Details Make All the Difference








Feature / Capability




OnRamp




General PM Tools (Asana, Monday, ClickUp)








Built for customer-facing onboarding








X








Shared customer progress views








X








Conditional logic & automation








Limited








Outcome reporting








Partial








Personalized workflows at scale








X








Branded portal experience








X








Integrates with CRM (Salesforce, HubSpot)








Limited








Internal collaboration across teams








Partial








Revenue impact alignment








X








 























How to Explain the Difference Internally at Your Company







































  


    

      
        
        
          
        
         
        Project Velocity
      

    


  




























It’s not just about managing projects. It’s about managing customer success.


Traditional tools check boxes. OnRamp orchestrates outcomes.





































  


    

      
        
        
          
        
         
        Value Delivered
      

    


  





















Onboarding is a revenue function, 
not an admin task.


Tools like Asana weren’t built to influence engagement, time-to-first-value, and activation. OnRamp is.






























  


    

      
        
        
          
        
         
        Reminder & Progress Tracking
      

    


  





















No one needs another internal system. We need a shared experience with our customers.


OnRamp is designed to serve both your team and your customers with aligned, transparent onboarding.






























Common Concerns and How to Address Them








Objection




Response Framing




Detail








“We already use a project management tool [like Asana, ClickUp, or Monday].”




Differentiate on purpose and outcomes, not features.




“Those tools are built for internal project tracking, not for managing customer-facing onboarding. OnRamp gives both you and your customer shared visibility, outcome tracking, and automation that accelerates activation and improves retention.”








“We can build this in-house with our existing systems.”




Lean into the cost of building vs buying, scalability, and long-term ownership.




“Maintaining your current state will cost more in time, resources, and edge-case complexity. OnRamp gives you a scalable, tested system out of the box, with integrations, data tracking, and workflows already tailored for onboarding.”








“Our onboarding process is too custom for a platform.”




Emphasize workflow flexibility and automation and fitting the solution to your process, vs. generic tools forcing fit to their capabilities.




“That’s exactly why OnRamp works. It adapts to your onboarding needs with conditional logic, personalized playbooks, and dynamic workflows. You don’t have to force-fit your process; we tailor to it.”








“It’s not in the budget right now.”




Shift the focus to ROI and revenue risk - how much hard-fought revenue you're losing after you close each deal.




“Actually, the cost of doing nothing and status quo may be higher. Delayed onboarding and failed activations directly impact ARR. We’ve seen companies recoup their investment in a matter of months through faster TTV and reduced churn risk.”








“How is this different from Gainsight or Totango?”




Clarify positioning OnRamp as a dedicated onboarding solution vs customer success platform.




“Gainsight or Totango are popular for ongoing customer health. OnRamp is focused on the onboarding window – the first 30, 60, 90 days. This is when most churn and revenue leakage starts. We’re complementary, not overlapping.”








“We don’t have time to implement a new tool.”




Reduce perceived lift and highlight implementation support.




“Throwing more headcount at onboarding won’t fix the process gaps, missed handoffs, or visibility issues. OnRamp gives your team leverage, so they can do more with less, and focus on high-value work.”








“It’s hard to justify another tool in our tech stack.”




Reframe as foundational vs additive.




“OnRamp isn’t just another SaaS line item; it’s a foundational system for post-sale growth. It impacts revenue recognition, retention, and expansion. It’s the system where customer relationships begin.”








 






























Prepping for Onboarding Readiness
















Here are the next steps to consider as you plan for your OnRamp onboarding.

















    






  



OnRamp Onboarding Plan
























    
  

  
  
  


  
  
  
  
  

    
  






















See How Businesses Are Accelerating Time-to-Value & Revenue with OnRamp













































  

    

        
 
          


            

              

                
                 
                
                 
                
                
                  Real Marketing & OnRamp
                
              


            

            

              
“We’ve gotten clients through onboarding in days, rather than weeks. It has streamlined our process and allowed us to serve clients faster and more effectively.”

               


      

        
      

    

              

                

              


            


           

         

      

      
    






























  

    

        
 
          


            

              

                
                 
                
                  
                
                
                  Flosum & OnRamp
                
              


            

            

              
“OnRamp has completely transformed how we onboard customers. What once took weeks of manual effort is now automated, simple, and scalable freeing up my team’s time for value-based engagements.”

               


      

        
      

    

              

                

              


            


           

         

      

      
    






























  

    

        
 
          


            

              

                
                 
                
                
                  Taylor Corp & OnRamp
                
              


            

            

              
“The speed at which we want to move and our desire to delight customers with a better experience is why we chose OnRamp.”

               


      

        
      

    

              

                

              


            


           

         

      

      
    





















































  

    

        
 
          


            

              

                
                 
                
                 
                
                
                  AGS Health & OnRamp
                
              


            

            

              
"We have really started cruising with OnRamp, driving meaningful scale within our implementation team."
     

               


      

        
      

    

              

                

              


            


           

         

      

      
    






























  

    

        
 
          


            

              

                
                 
                
                  
                
                
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“We chose OnRamp for its customizability and Salesforce integration, transforming our onboarding efficiency, visibility, and personalized customer experiences.”

               


      

        
      

    

              

                

              


            


           

         

      

      
    






























  

    

        
 
          


            

              

                
                 
                
                
                  CVS Health & OnRamp
                
              


            

            

              
"I hate digging through files and keeping track of things. With OnRamp, everyone easily adds their notes to one spot. It’s way more organized."

               


      

        
      

    

              

                

              


            


           

         

      

      
    






































Ready to see OnRamp in action?