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Solutions · Customer Success

Onboarding that customers
complete without a call.

Replace the 10-session enablement playbook with a self-serve NavTour library. Customers learn at their own pace, CSMs track completion, and time-to-value drops.

01/Self-serve onboarding

Replace 10 onboarding calls with
one self-serve hub.

Build a NavTour library for every workflow your customers need to learn — setup, daily tasks, admin settings, integrations. Customers complete onboarding at their own pace and CSMs spend time on strategy, not feature explanations.

  • Demo Hub organized by onboarding stage or role
  • Bilingual EN/ES onboarding for Americas customers
  • Step completion tracking per customer workspace
Onboarding hub · self-serve
Self-serve onboarding hub
Time-to-value
Customers progress without waiting

No calendar invite needed. They complete the tour at 9 PM if that’s when they have time.

02/Feature adoption

New features get used,
not just announced.

Ship a NavTour with every feature release targeted at existing customers. Embed it in the release email, the in-app notification, and the knowledge base. Customers see the workflow — adoption follows.

  • From capture to published demo in 15 minutes
  • Embed in Intercom, Zendesk, or any in-app messaging tool
  • Analytics on which features customers actually explored
Feature release · adoption demo
Feature adoption demo for customers
Adoption loop
Show, don’t announce

Customers who watch the walkthrough adopt the feature at 3× the rate of those who only read the release note.

03/Renewal prep

Renewal reviews that show
value, not just slides.

Build a personalized NavTour for each renewal conversation — highlight the workflows the customer actually uses, the features they’ve adopted, and the workflows they haven’t tried yet. Champions use it to make the internal case.

  • Showcase with customer-specific usage highlights
  • Forward-able link for internal stakeholder sharing
  • Engagement tracking so CSMs know who reviewed it
Renewal showcase · personalized
Renewal showcase for CS
Renewal prep
Value-led, not slide-led

Champions forward the showcase. Decision makers self-serve the story.

Cut your onboarding call count in half this quarter.

Free to start. Build your first onboarding hub before end of the week.

For enterprise teams

Need SSO, data residency, or a custom MSA?

Our enterprise team works with P4 Software, Barrdega, and 40+ customers across 32 countries. We’ll scope a pilot that fits your compliance needs.

Talk to the team