Onboarding leads, implementation, customer success
Onboarding without the same kickoff call every time.
Each new customer is walked through setup in their own account, in the order their tools need. They make each change themselves, and your team handles the rest.
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 steps, in the order their tools need
Admins forget what they were shown
→They can rewatch their own setup
02How it works
3 steps. Your team keeps the last one.
01
They say what must work on day one
Which tools they use and what they need running first.
02
They see your usual setup
In the order their tools need, explained from your docs.
03
Then they do it, with help
In their own account: the guide opens each page and explains it, and they make the change. Your lead can step in.
03ROI
Estimate the team time it returns.
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 demos count toward your plan. Recordings and chat are included.
Team time returned each month
$4,320
48 hours across 16 new customers
- Live walkthroughs
- 6
- Net per month
- $4,221
- Return
- 43.6×
How this is calculated+
Handled = new customers per month × share DemoPage gives instead. Time returned = handled × time each × loaded cost per hour.
Live demos = handled × share who join live. The plan is the cheapest pack that covers them: Starter is $99 for 10, then $9 each in packs of 10 up to 80. Growth is $799 for 100, then $7 each in packs of 50. Scale is $1,999 for 300, then $6 each in packs of 100. Past a plan's biggest pack, extra demos are added in tens at that plan's price. From 600 is Enterprise, priced with you; the estimate uses $6 a demo. A bigger plan costs less per demo.
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
- ✓A setup link that opens the customer's own account in a secure browser
- ✓The guide opens each page and explains it; the customer makes the change
- ✓Steps that finish when the page shows they're done
Coming next
- ·Progress across several sessions
- ·A setup checklist per customer
04Questions
What teams ask.
Can it do the setup for them?+
It opens each page and explains it, and the customer makes each change themselves. The guide never clicks in their account, and payments, invites, and keys stay with your team.
Does each customer get a different setup?+
Yes. What they say they need decides the order and the pages shown.
Other use cases