Clarion replaces the spreadsheets and Notion docs your CS team is holding together with an AI-powered onboarding platform that builds a different journey for every customer, flags when someone stalls, and tells your team exactly what to do next.
Trusted by 40+ B2B SaaS companies. Live in under two weeks.
Trusted by CS teams at
Most B2B SaaS companies treat onboarding as a project: a finite set of tasks to complete. That works when you have 10 customers and a hands-on CS team. It falls apart at 50, 100, 200 customers. The onboarding "project" becomes a bottleneck: customers stall, CS reps firefight, time-to-value stretches, and churn creeps in during the first 90 days.
The worst part? You can't see it happening until it's too late.
You find out a customer is stuck when they complain or fail to renew. Your CS team tracks onboarding in spreadsheets and finds out about problems in weekly reviews, not in real time. By the time it surfaces, the customer has already mentally checked out.
A 20-person startup and a 500-person enterprise go through the same onboarding. Your smaller customers feel overwhelmed. Your bigger customers feel underserved. Neither gets to value as fast as they should.
Your team spends more time updating trackers, sending reminder emails, and chasing stakeholders than actually helping customers succeed. And when something goes wrong, they're guessing at the fix rather than following a proven response.
Onboarding should adapt to each customer the way the product itself does, using data about how that specific customer is engaging, not a generic playbook applied to everyone.
Clarion is a customer onboarding platform built for B2B SaaS companies. It connects to your CRM, pulls in customer data, and does three things that spreadsheets and Notion never will: it builds a different onboarding journey for every customer, it tells your CS team when something is going wrong, and it recommends exactly what to do about it.
Live in under two weeks. Not months.
Zero spreadsheets.
Dynamic Onboarding Plans
Clarion generates AI-powered onboarding plans that adapt based on the customer's segment, product usage, and engagement patterns. This isn't a template you pick from a dropdown. The plan changes as the customer progresses or stalls, pulling from patterns across your entire customer base.
A mid-market customer on a standard plan gets a streamlined path. An enterprise customer with complex integrations gets a high-touch journey with different milestones. The journey itself is intelligent.
AI-driven personalisation learned from patterns across your customer base. Not rule-based "if X then Y" logic.
Kova improved onboarding completion from 34% to 91%.
Adoption Tracking & Risk Signals
One dashboard shows every customer, where they are in onboarding, and whether they're on track. Clarion pulls data from your product and integrations to build a real-time picture without relying on the CS rep to manually update a spreadsheet.
When a customer stalls (missed milestones, low engagement, delayed go-live), Clarion flags it automatically. Your team finds out when there's still time to intervene, not when the customer's already gone quiet.
Automated risk signals that catch stalling customers an average of 11 days earlier than manual tracking.
Stacklane saw first-90-day churn drop from 18% to 6%.
CS Team Playbooks
Visibility is only useful if your team knows what to do with it. When a risk signal fires, Clarion doesn't just flag the problem. It surfaces the recommended next action for the CS rep, based on what's worked for similar accounts in the past.
Your team stops guessing at the right response and starts following proven playbooks that improve with every customer you onboard. The result: faster interventions, more consistent outcomes, and CS reps who spend their time on high-impact work instead of admin.
AI-generated playbooks that learn from your best onboarding outcomes and recommend specific interventions per customer.
Shieldlane onboarded 3x the volume without adding headcount.
Across all customers: 47% average improvement in time-to-first-value. 62% reduction in manual onboarding admin. 3.2x improvement in onboarding completion rates.
Most CS platforms take 3-6 months to implement. Clarion connects to your existing stack and generates the first onboarding plans within days.
Step 1
Clarion connects to your CRM (Salesforce or HubSpot) and your product analytics stack. No complex implementation. No multi-month project.
Step 2
Define your customer segments and onboarding milestones. Clarion generates the first set of adaptive onboarding plans based on your existing customer data.
Step 3
Your CS team starts onboarding customers through Clarion. The AI learns from each customer's behaviour and gets sharper over time. Playbooks build themselves.
"We were tracking onboarding in a Google Sheet with conditional formatting. We had no idea which customers were stuck until they told us. Clarion gave us visibility in the first week, and within a quarter, our first-90-day churn dropped by two-thirds."
Head of Customer Success
Stacklane
"The game-changer wasn't just seeing which customers were stalling. It was Clarion telling our team what to do about it. We went from improvising every intervention to following playbooks that actually worked."
Head of Onboarding
Shieldlane
For companies with 50 to 500 employees, a CS team of 3 or more, and a product that requires configuration before customers see value.
For Heads of Customer Success
Get visibility into every customer's onboarding without asking each CSM. Prove that onboarding improvements are driving retention. Scale the function without scaling headcount linearly. Stop spending 60% of your time firefighting onboarding problems and start building the CS function you were hired to build.
For Heads of Onboarding
Stop managing onboarding across Asana, Notion, and spreadsheets. One system of record. Automated alerts when customers go quiet. Different paths for different customer segments without building from scratch every time. And when something goes wrong, a recommended action instead of a guess.
For Founders and CROs
Connect onboarding quality to churn and NRR. See the impact on unit economics. Stop hiring one CSM for every 20 customers. Most B2B SaaS companies can't separate onboarding churn from product churn. Clarion gives you the data to fix the right problem.
Clarion is not a full customer success platform. We don't do health scores, renewals, or expansion management. We handle the gap between "deal closed" and "customer healthy" that your CS platform doesn't cover.
vs. Broad CS Platforms
They cover the full lifecycle. Onboarding is one feature among many. Implementation takes 3-6 months. Clarion does onboarding only, goes live in under two weeks, and adapts the journey per customer rather than applying a template.
vs. Onboarding Portals
They organise and present the onboarding experience. But the journey itself is still template-driven. Clarion adapts the plan based on each customer's behaviour and surfaces recommended actions when things go wrong.
vs. Spreadsheets & Notion
They work at 15 customers. They break at 50. You won't know the exact moment they stop working because the symptoms show up gradually. By the time it's obvious, you've already lost customers you didn't need to lose.
Works alongside your CRM and CS platform. Not instead of them.
See how Clarion adapts onboarding to every customer. Book a 15-minute demo with the team.