Map the onboarding process
Write the process as ordered steps, with clear instructions and a responsible role for each one.
Our Solutions
Customer implementation workflows for B2B SaaS teams.
Relay brings process maps, reusable templates, customer information requests, and implementation task tracking together in one workspace.
Relay capabilities
From onboarding process to customer implementation work.
Map steps, test basic process readiness, reuse templates, request customer information, and track tasks inside Relay.
Run the workflow in Relay
Start a customer implementation from a saved workflow and manage its tasks in the Relay workspace.
Create reusable templates
Save a process that passes its setup check, then use that snapshot to start future implementations.
Test and guide the handover
Check that steps have instructions and owners, then copy a concise team handover guide.
Check customer information
Request required or optional information through a private customer link and identify missing required responses.
Show readiness gaps
Surface missing or invalid responses, unowned or overdue work, blocked tasks, and steps waiting on prerequisites.
One focused workspace
Plan and run customer onboarding in Relay.
Keep process steps, reusable templates, customer-provided information, and implementation tasks together in the Relay workspace.
Relay runs inside its own workspace and does not configure external project-management tools.
Implementation workflow
From a process to customer work.
- Write and test an ordered onboarding process.
- Save a verified process as a reusable template.
- Start a customer-specific implementation from that template.
- Request and track customer information in Relay.
- Review named readiness gaps across implementations.
Designed for your team
Keep implementation work clear and actionable.
Give implementation leaders, onboarding teams, and customer stakeholders a shared view of process steps, requested information, and open work.
For implementation leaders
Readiness at a glance
Review missing or invalid responses, overdue or blocked tasks, and work waiting on dependencies.
For onboarding teams
Consistent execution
Start customer work from a tested, reusable process snapshot.
For your customers
Clear information requests
Use a private link to provide the setup information your SaaS team requests.
Bring clarity to your customer implementations.
See how Relay supports onboarding process maps, customer information requests, and implementation task tracking.