Customer Onboarding Operations
White-glove onboarding for every customer.
Your top accounts get a dedicated onboarding call. Everyone else gets a welcome email and a help doc. Julian gives every customer a live onboarding conversation, whether they call in or Julian reaches out with consent.
The Gap
Only your top accounts get onboarded
Your CSMs can only run live onboarding for your highest-tier accounts. Everyone below the line gets a drip sequence and a link to your Knowledge Base.
Self-serve sign-ups complete setup halfway and stall. Nobody follows up because they’re not assigned to anyone.
By the time a customer reaches out with questions, they’ve already formed their opinion of the product. Some never reach out at all and churn.
The Shift
Every customer gets a conversation, not a sequence
It shouldn't matter whether a customer is on your enterprise plan or your starter tier. If they just signed up, someone should walk them through it. Julian gives you the capacity to onboard every account by phone without pulling CSMs off your highest-value customers.
From sign-up to first value, by phone.
Inbound, on their terms
New customers get a direct line to Julian for live onboarding. They call when they’re ready, get walked through setup, and reach their first key action without waiting for a CSM to be available.
Proactive, with permission
Customers who opt in get a proactive onboarding call timed to where they are in setup, not when a CSM has a gap. Customers who stall get a follow-up before they disengage.
No scripts, real conversations
Every onboarding call adjusts based on the customer’s questions, their use case, and where they are in setup. Julian adapts in real time instead of running through a fixed checklist.
Human when it counts
Julian handles the standard onboarding flow and routes complex questions or high-value accounts to the right person on your team. Your CSMs get full context on what was covered and where the customer needs help.
Impact
Consistent onboarding at every tier, no added headcount
29x ROI
within first 3 months
"Powering through large lists while personalizing outreach was impossible. With 11x, we're generating $1.2M in pipeline and our team can focus on conversations that actually close."
Gianni Guerriero
Director of Digital Marketing
1.5x increase
in SQLs per SDR
"11x became the execution layer behind our inbound and outbound motions. It made our sales operation leaner, more efficient, and easier to scale."
Mark Deacon
Chief Revenue Operations Office
$1.M+ pipeline
generated in first 3 months
35% of pipeline
generated by 11x within first 3 months
"We evaluated twelve solutions and 11x was the only one with real AI personalization. Without 11x, we’d still be pushing generic outreach and bleeding limited budget just to hit our numbers."
Russell Thomas
Chief Executive Officer (CEO)
Customer success teams who can only run live onboarding for a fraction of new accounts. Julian gives every customer the same experience without adding headcount.
Growth teams with a self-serve motion and more sign-ups than they can follow up on. Julian catches the ones who stall before they churn.
Revenue leaders who see early-stage churn eating into expansion revenue. Better onboarding means more customers reach the point where upsell conversations make sense.
