Use case
Onboard new clients without re-inventing the process
Every new client deserves the same well-run onboarding — without you having to remember every step. Orbit gives you templated onboarding playbooks with owners, checklists, and automated client communication.
Who it's for
- MSPs onboarding new clients onto agreements
- Service teams running standardized onboarding
- Implementation teams launching new accounts
Pain points we solve
- Every onboarding handled differently
- Steps forgotten because they're in someone's head
- No visibility into stage or status
How Orbit fits
Define your onboarding once. Apply to every new client. Edit the template, future runs inherit.
Capabilities
What Orbit delivers
Templated playbooks
Steps, owners, and automations defined once.
Stage-based progression
Discovery, setup, training, handoff — with explicit gates.
Client-facing automation
Welcome emails and scheduling links fire at the right stages.
Common use cases
When teams reach for this
- MSP client migrations from a previous provider
- Implementation projects for SaaS vendors
- Multi-stage onboarding for enterprise accounts
Frequently asked questions
- Can different client sizes have different onboarding flows?
- Yes. Multiple onboarding templates — small, mid, enterprise, co-managed — can coexist and be applied per client.
Get started
Want to see how this works in Orbit?
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