Onboarding your customers can actually see
Quick answer: RETAIN's Flight Plan is a shared onboarding tracker your client logs into: the milestones you agreed, who owns each one, and visible progress from day one — with automated nudges when a task stalls, and onboarding completion feeding directly into the account's health score.
The first 90 days decide the renewal
48% of customers abandon onboarding without early visible value (OnRamp 2025 Survey). The pattern behind the number is the same everywhere: onboarding happens, but the customer can't see it happening. A kickoff call, then silence, then a check-in nobody remembers agreeing to.
How the Flight Plan fixes it
- A client-visible journey — milestones your customer sees in their portal, not a project plan living in your spreadsheet
- Client-owned tasks — steps your customer can mark complete themselves, making progress mutual
- Automated nudges — stalled tasks trigger a prompt without a CSM chasing
- Templates — start from a proven onboarding structure instead of a blank plan
- A health signal — onboarding completion is a weighted input to the account health score, so a stalled onboarding surfaces as risk automatically
Onboarding progress appears in the client portal and feeds health scoring. Included on every tier from £149/month.
See it on your own accounts
Book a 30-minute demo from the homepage, or start with the free Retention Diagnostic — 10 questions, instant scored report.