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Onboarding leads, implementation, customer success
Every new customer gets the setup path in the order their stack needs. Your onboarding lead does the production step.
Relay CRM demo
Waiting room
Chat
Relay CRM
Company
Problem
Uses
Wants to see
Illustration. Relay CRM is a sample product.
01Before and after
Every kickoff repeats the same setup tour
→Customers arrive having seen it
Setup order depends on who runs the call
→The same path, shaped to their tools
Admins forget what they were shown
→They rewatch their own walkthrough
02How it works
01
The brief is their setup goal
Which tools they use and what must work on day one.
02
The recording is your standard path
In the order their stack needs, narrated from your docs.
03
Live is the working session
Your lead pauses, takes over, and does the production step.
03ROI
Move the sliders to match your team. It counts people time only, and shows the plan those numbers would need.
Accounts that go through setup.
Kickoff and repeat setup calls, not the production step.
Onboarding or implementation lead.
Your lead still does the production step.
Only live walkthroughs count toward your plan. Recordings and chat are included.
Team time returned each month
$0
0 hours across 0 new customers
Handled = new customers per month × share DemoPage gives instead. Time returned = handled × time each × loaded cost per hour.
Live walkthroughs = handled × share who join live. The plan is whichever of Starter ($249 with 100 included, then $2 each) or Growth ($899 with 600, then $1.50) costs less. Above $2,500 it shows Scale, which is priced with you.
This counts people time only. It does not assume more deals closed, fewer escalations, or any other lift. Your numbers will differ; start with conservative shares.
Works today
Coming next
04Questions
It shows every step and stops before saving. Your lead does the production step so nothing changes without a person.
Yes. The brief decides the order and which pages are shown.
Other use cases