For SaaS teams
Onboard every customer the same way, without the spreadsheet
The moment a deal closes, spin up a phase-based plan your customer can see. No more chasing status, no more “what's next?” emails.
Journey timeline
Kickoff
Jul 15, 2026
Setup
Aug 5, 2026
Training
Aug 19, 2026
Go-Live
Sep 2, 2026
Current phase
Setup
2/4 tasks complete
In progressBuilt for SaaS onboarding
Phase-based journeys
Kickoff, Setup, Training, Go-Live — reuse a journey template for every new account so onboarding is consistent and measurable.
Phase-aware AI assistant
Customers get answers grounded in exactly which phase they're in and what plan they're on — not a generic FAQ.
No-login client access
Send a stakeholder a link to check status and complete their tasks — no account required.
Analytics & benchmarking
See average time-in-phase across your accounts and compare any one account against it.
Without a shared onboarding plan
- Onboarding status lives in a spreadsheet only your team can read
- Customers email their CSM to ask what's next
- Setup tasks stall because nobody knows who owns them
- You find out an account is stuck when renewal is already at risk
With livegoal
- One phase-based portal the customer and CSM both work from
- Customers always see their outstanding tasks in real time
- Every task is owned — client-side or CSM-side, never ambiguous
- Risk Alerts flag a stalled account from real signals, early
Frequently asked questions
How is this different from using a project management tool?
A generic PM tool is built for internal teams and has no concept of onboarding phases, client-vs-vendor task ownership, per-tier AI guidance, or a branded client portal. Livegoal is purpose-built for the vendor-to-customer onboarding motion.
Do our customers need to create an account?
No. Stakeholders can open a tokenized link to view status and complete their assigned tasks without signing up. Full account access is available for customers who want it.
Can we make it look like our own product?
Yes. Logo and name white-labeling is included on every plan. Custom portal and notification-email domains are available on Enterprise.