Turn customer onboarding into growth

Onboarding isn’t just about getting customers started — it’s your first chance to prove value and set the stage for expansion. Katalyz makes onboarding seamless, transparent, and ROI-driven, so every new customer becomes a long-term success story.

Make every onboarding a growth story
CHALLENGE

Where Deals Break Down

Customer onboarding often breaks down because of:

Disconnected spreadsheets and scattered docs.
Forecasts rely on gut feeling, not buyer signals

Lack of visibility on progress and responsibilities.

Forecasts rely on gut feeling, not buyer signals

Customers feeling lost or disengaged after kickoff.

The result? Slow adoption, frustrated customers, and missed growth opportunities.

You only learn about weak deals when it’s too late

How Katalyz Solves It

By aligning customers early with clear milestones and shared ownership.

Onboarding Rooms

A dedicated space for each customer, combining roadmap, resources, and updates.

Progress Transparency

Milestones, tasks, and responsibilities are crystal clear for both sides.


Collaborative Engagement

Customers can comment, share feedback, and stay aligned with your CSM team.

ROI From Day One

Embed KPIs, dashboards, and value trackers to show impact early.

Vivien Ambert
Vivien Ambert
CSO at Nibelis

“The reason is simple: the buying experience speaks for itself. It’s structured, modern, and easy to engage with — miles ahead of the static, email-heavy processes buyers are used to.You can have the best sales process in the world, but nothing beats the experience Katalyz delivers. That’s what sets us apart — even when the competition has a great product.”

How Nibelis wins with a standout buying experience
Read the Story
Benefits

Where Katalyz Delivers Most

Shorten onboarding cycles and accelerate time-to-value.
Shorten onboarding cycles and accelerate time-to-value.
Keep customers engaged and aligned from day one
Keep customers engaged and aligned from day one
Reduce churn risk while laying the foundation for expansion
Reduce churn risk while laying the foundation for expansion

Why Katalyz is Different

Most tools stop at project management or internal CRM tracking.

CRMs

Focus on internal updates and reporting, not buyer
engagement.

You only learn about weak deals when it’s too late
Katalyz turns onboarding into a customer-first experience, combining progress tracking, collaboration, and ROI insights in one place.

PM tools

Built for internal workflows, not customer-first collaboration.

PPT, Gslides

Nice starter but they always end up gathering dust and are not up to date.