Kickoff to go‑live, on the account sales won.
Every promise, call and task stays on the account until success takes over.
Take over from sales. Hand over to success.
- SalesClosed won · Aug 30
The deal is won, and the discovery call is transcribed with what was agreed.
- YouKickoff · Sep 9
Stella suggests tasks from that call, and each promise gets an owner and a date.
- SuccessGo-live · Oct 14
A workflow makes the CSM the owner, and the whole history stays on the account.
From signed to live.
A workflow builds each new rollout the moment a deal closes.
- Tasks, owners, due dates
- A branch per segment
- Kickoff doc from a template
- Your own object and views
Start from the sales call notes, and let the customer book and send details without a login.
- Booking links on your calendar
- Forms that create records
- Emails, texts and calls on the record
- Snippets with merge fields
Tasks, docs and calls sit on the account, and every rollout shares one board.
- Owners, due dates, priority
- Phase on each record
- Every rollout on one board
- Access per record
Dialer calls are transcribed with decisions and next steps, and Stella suggests the follow-ups.
- Recorded, transcribed dialer calls
- Recorder for Zoom, Meet and Teams
- Follow-ups, one tap to add
Change the phase and the next steps run, while AI keeps health and blockers filled in.
- Workflows on phase change
- Scheduled check-ins
- Sequences with waits and exits
- Health and blockers by AI
A dashboard shows every rollout by phase and owner, so you know which ones need you.
- Charts by phase and owner
- Counts, charts and lists together
- At-risk rollouts listed first
See whether they actually use it.
Send usage events from your own product. They land on the account beside the project, so a quiet rollout shows while there's time to fix it.
How usage tracking works →A day running implementations.
A sample day for Sam, an implementation lead
Two rollouts marked at risk sit at the top of the board.
A deal closed overnight. Its tasks and kickoff doc are already there.
Kickoff call with Acme. Sam adds the follow-ups Stella suggests.
Acme's import settings arrive as a record.
First import done. Moving Acme to Training starts the next workflow.
Go-live signed. Acme moves to its CSM with every call and doc.
Implementation, plainly.
Do I need a separate onboarding tool?
No. Tasks, docs, calls and a board of every rollout are built in, on the records sales and success already use.
Can each segment get its own playbook?
Yes. Branch the onboarding workflow on a property like Segment, so each kind of customer gets its own tasks and kickoff doc.
How do I track every active rollout?
Put your onboarding records on a board or dashboard grouped by phase and owner, and open any one to see its tasks and calls.
Can I automate the busywork between steps?
Yes. Workflows run when a phase changes or on a schedule, and Stella drafts recaps and suggests next tasks for you to approve.
What happens at handoff to Customer Success?
A workflow reassigns the account to the CSM, who sees every call, doc and decision on the same record.
Stop running implementation in a separate tool.
One subscription covers the project tracker, checklists, docs, meeting recorder and dialer.
Plans from $39 a seat a month, billed annually. See pricing