Map the process
Arrange stages and steps, add instructions and roles, assign workspace members, and set prerequisites and due-date offsets.
Implementation readiness for B2B SaaS teams
Move every customer implementation forward with clarity.
Relay brings your onboarding process, reusable workflows, customer information requests, and implementation tasks into one workspace—so your team can see the next steps and specific readiness gaps.
Built for B2B SaaS implementation teams and the customers they guide from kickoff to launch.
One connected workspace
Everything follows the customer implementation.
Plan the process, launch a customer-specific workflow, collect requested setup details, and see what needs attention.
Run customer work
Start an implementation from a template, then manage task owners, status, due dates, blockers, and next actions.
Reuse templates
Keep tested process snapshots, review version history, and restore a previous template version when needed.
Check the handover
Validate process instructions, owners, member assignments, and prerequisite order before saving a reusable workflow.
Collect setup information
Request scoped, typed customer responses through a private link, with required-field and input validation.
See readiness gaps
Review missing or invalid information, unassigned, blocked, or overdue tasks, and work waiting on prerequisites.
Give every implementation a clearer path forward.
See how Relay connects your onboarding process, customer information requests, and implementation tasks.