First-30-days experience predicts 80% of B2B SaaS LTV. This portal gives each new customer a personalized URL with their plan, their integration setup checklist, an AI onboarding concierge, and direct CSM contact.
What's Included
- Per-Customer Portal: Each new customer gets
yourapp.com/welcome/{slug}auto-generated - Setup Checklist: Personalized by plan + use case + integrations they need
- AI Onboarding Concierge: Answers 'how do I X?' questions in-portal without filing a support ticket
- CSM Contact Card: Direct contact for their assigned CSM with calendar booking
- Activation Tracker: Surfaces which customers have hit which milestones; CSM sees the dashboard
How To Use
- Clone this template
- Connect your CRM / Stripe so new customers auto-create portals via automation
- Customize the checklist + concierge with your product docs in Memory
- Each new signup gets the portal URL in their welcome email
▲ ■ ● Memory · Intelligence · Execution.