The Modern Customer Onboarding Platform
Sero helps implementation and professional services teams automate and optimize customer onboardings. Our intuitive customer-facing platform delivers a delightful customer experience and helps accelerate time-to-value.
Project Management
Time Tracking
Intelligent Resource Management
Financials
Fast-growing teams trust Sero to deliver world class onboarding
What the problem feels like
Customer onboarding is hard.
Customers aren't engaged and need to be constantly followed-up with.
Coordinating with Sales & Customer Success teams is messy.
Onboardings often stretch longer than expected and require re-planning.
Product adoption hinges on getting the onboarding right.
Why onboarding matters
Poor onboarding is very costly.
45%
risk of customer churn
66%
risk of lost expansion opportunity
72%
risk of low product adoption
20%
risk of employee turnover
How to be world class
Make onboarding your superpower.
1
Create a consistent process.
2
Delight customers and hold them accountable.
3
Optimize resources for profitability.
4
Continuously improve.
ConsistencyLaunch customers on time, every time.
Standardize your onboardings with templates
Remove the guesswork and deliver a consistent experience for every customer.
Get alerted when things are off track
Stay on top of your onboardings with automated, custom alerts.
Streamline sales handoffs
Set up onboardings for success with a perfect transfer of knowledge.
Run effective pipeline reviews that don't let things slip through the cracks
Slice and dice your data to find every bottleneck.
Delightful Customer ExperienceDelight customers and keep them accountable.
Guide customers in a beautiful & intuitive platform
Make it as simple as possible for customers to follow your plan.
Enable easy access via a branded portal, embed, or magic link
Ensure customers can access the platform without friction.
Automate follow-ups, escalations, and project updates with AI
Let us chase customers and keep them accountable for you.
Measure and increase CSAT
Collect feedback on your customer experience and where you can improve.
Optimize Resources & ProfitabilityIntelligently manage your resources.
Analyze project cost overruns
Bring together project plans, time tracking data and resource costs to see where you can improve margins.
Forecast capacity requirements to plan accurately for the future
Plan for future pipeline requirements by forecasting required capacity against available capacity.
Easily staff projects to meet your requirements
Combine project, skills and capacity data to optimize project staffings.
Make time tracking effortless
Capture time entries directly from your calendar in seconds.
Continuously ImproveImprove based on data-driven insights.
Time-to-value
“How long did enterprise customers take to complete onboardings in Q1?”Milestone Intervals
“How long is it taking, on average, between the Handoff and the Kickoff Call?”
Onboarding Health
“Which customers are currently behind schedule and by how much?”
Churn Risk
“Which customers are leaving onboarding with high churn risk?”
Utilization
“Which team members are under (or over) their utilization targets this month?”
Capacity Forecasts
“Which projects do we not have capacity for next quarter?”
"Moving from Asana to Sero, we've reduced implementations from 80 to 55 days. At the same time, customers are much, much happier."
Casidee Adolphson
Implementation Lead, August Schools
Frequently asked questions
We want to make customer onboardings effortless.
Onboardings shouldn’t be a maze of emails, spreadsheets, or endless back-and-forth. They should be simple, transparent, and rapid. Your team should navigate each phase smoothly and predictably. Most importantly, your customers should feel confident from day one and see value quickly.
If you're looking to build a world class customer onboarding experience, please reach out to us.
