Groundwork
Groundwork
Groundwork
CUSTOMER ONBOARDING FOR B2B SAAS
CUSTOMER ONBOARDING FOR B2B SAAS
Get new accounts live in 9 days, not 34.
Get new accounts live in 9 days, not 34.
Get new accounts live in 9 days, not 34.
Groundwork runs onboarding on one shared plan, with your step names and your owners on it. The customer sees the same screen your team does, so nobody waits for a status email.
Groundwork runs onboarding on one shared plan, with your step names and your owners on it. The customer sees the same screen your team does, so nobody waits for a status email.
Groundwork runs onboarding on one shared plan, with your step names and your owners on it. The customer sees the same screen your team does, so nobody waits for a status email.
No card today. One live account, and your templates built in two business days.
No card today. One live account, and your templates built in two business days.
MEDIAN DAYS TO GO-LIVE
MEDIAN DAYS TO GO-LIVE
9
9
9
days, across 61 teams
days, across 61 teams
SPREADSHEET ERA
SPREADSHEET ERA
34 DAYS
34 DAYS
ON GROUNDWORK
ON GROUNDWORK
9 DAYS
9 DAYS
2,140
2,140
2,140
ONBOARDINGS RUN
ONBOARDINGS RUN
61
61
61
B2B SOFTWARE TEAMS
B2B SOFTWARE TEAMS
MEASURED MAR 2024 - AUG 2026 · REPORTING SHIPS IN THE PRODUCT
MEASURED MAR 2024 - AUG 2026 · REPORTING SHIPS IN THE PRODUCT
RUNNING ONBOARDING AT
RUNNING ONBOARDING AT
61 software teams, from a 12-person seed startup to a 400-seat payroll platform.
61 software teams, from a 12-person seed startup to a 400-seat payroll platform.
Padstack
Padstack
Padstack
northline freight
northline freight
KETTLE LABS
KETTLE LABS
Verano Health
Verano Health
BRIGHT MERIDIAN
BRIGHT MERIDIAN
Corvo Analytics
Corvo Analytics
34
34
34
DAYS, MEDIAN GO-LIVE ON THE OLD SPREADSHEET
DAYS, MEDIAN GO-LIVE ON THE OLD SPREADSHEET
Your onboarding lives in a spreadsheet nobody actually owns.
Your onboarding lives in a spreadsheet nobody actually owns.
Your onboarding lives in a spreadsheet nobody actually owns.
Every B2B software team we talk to has the same file. Twelve tabs, four color codes, one person who understands the conditional formatting. It works right up until you sign three customers in the same week.
Every B2B software team we talk to has the same file. Twelve tabs, four color codes, one person who understands the conditional formatting. It works right up until you sign three customers in the same week.
01
01
The tracker is stale by Thursday
The tracker is stale by Thursday
The tracker is stale by Thursday
Your CSM updates the sheet on Monday. By Thursday the customer has moved two dates, the solutions engineer never heard, and the go-live slips a week that nobody logs.
Your CSM updates the sheet on Monday. By Thursday the customer has moved two dates, the solutions engineer never heard, and the go-live slips a week that nobody logs.
02
02
Four CSMs, four definitions of done
Four CSMs, four definitions of done
Four CSMs, four definitions of done
Ask what stage account 38 is in and you get four answers. Nobody on the team means the same thing by in-implementation.
Ask what stage account 38 is in and you get four answers. Nobody on the team means the same thing by in-implementation.
03
03
The customer is guessing too
The customer is guessing too
The customer is guessing too
They get the twelve-tab workbook and an invitation to a Slack channel. When they miss the SSO task, you find out three weeks later on the QBR.
They get the twelve-tab workbook and an invitation to a Slack channel. When they miss the SSO task, you find out three weeks later on the QBR.
04
04
Slow onboarding shows up in month 13
Slow onboarding shows up in month 13
Slow onboarding shows up in month 13
An account that takes 34 days to go live renews 14 points lower than one live inside 10. Across the 61 teams on Groundwork, that is the gap. You pay for the delay a year after you stopped thinking about it.
An account that takes 34 days to go live renews 14 points lower than one live inside 10. Across the 61 teams on Groundwork, that is the gap. You pay for the delay a year after you stopped thinking about it.
YOUR SIDE AND THEIRS, ONE SCREEN
YOUR SIDE AND THEIRS, ONE SCREEN
One plan, and the customer is looking at it too.
One plan, and the customer is looking at it too.
One plan, and the customer is looking at it too.
Why? Because the clock runs while nobody is working. Waiting on a CSV export, an approval, a name for the SSO ticket. Groundwork puts every open item in front of the person who owns it, with the date it is due and the go-live it blocks, and it shows the customer that same list.
Why? Because the clock runs while nobody is working. Waiting on a CSV export, an approval, a name for the SSO ticket. Groundwork puts every open item in front of the person who owns it, with the date it is due and the go-live it blocks, and it shows the customer that same list.
✓
✓
Every task carries a person and a date
Every task carries a person and a date
A named owner, a due date, and the go-live it moves if it slips.
A named owner, a due date, and the go-live it moves if it slips.
✓
✓
The customer stops asking what you need from them
The customer stops asking what you need from them
Their open items are the first thing on the page. Yours sit right underneath, so accountability runs both directions.
Their open items are the first thing on the page. Yours sit right underneath, so accountability runs both directions.
✓
✓
One go-live date, calculated from the plan
One go-live date, calculated from the plan
The date moves when a blocking task moves, and everyone watching sees it move the same day.
The date moves when a blocking task moves, and everyone watching sees it move the same day.
ACCOUNT 38 · NORTHLINE FREIGHT
ACCOUNT 38 · NORTHLINE FREIGHT
GO-LIVE · OCT 12
GO-LIVE · OCT 12
CUSTOMER · 2 OPEN
CUSTOMER · 2 OPEN
Upload the user CSV
Upload the user CSV
4 DAYS SITTING · THEIRS
4 DAYS SITTING · THEIRS
Name an owner for the SSO ticket
Name an owner for the SSO ticket
DUE OCT 3 · THEIRS
DUE OCT 3 · THEIRS
GROUNDWORK TEAM · 3 OPEN
GROUNDWORK TEAM · 3 OPEN
Provision sandbox workspace
Provision sandbox workspace
DONE SEP 26 · M. BELL
DONE SEP 26 · M. BELL
Map Salesforce fields
Map Salesforce fields
DUE OCT 5 · D. WHITFIELD
DUE OCT 5 · D. WHITFIELD
Schedule admin training call
Schedule admin training call
DUE OCT 8 · P. RAMAN
DUE OCT 8 · P. RAMAN
THE DATE MOVES WHEN A BLOCKING TASK MOVES
THE DATE MOVES WHEN A BLOCKING TASK MOVES
Import your tracker
Import your tracker
onboarding_tracker.xlsx
onboarding_tracker.xlsx
COLUMN MAPPING
COLUMN MAPPING
Stage
Stage
→
Phase
Phase
Owner
Owner
→
Owner
Owner
Go-live
Go-live
→
Target date
Target date
+ 214 rows imported
+ 214 rows imported
+ 3 templates created from 12 tabs
+ 3 templates created from 12 tabs
0 columns renamed - your names stay
0 columns renamed - your names stay
WEEKLY EXPORT BACK TO YOUR SHEET
WEEKLY EXPORT BACK TO YOUR SHEET
ON
ON
NO MIGRATION CLIFF
NO MIGRATION CLIFF
Keep the spreadsheet for the whole 21 days.
Keep the spreadsheet for the whole 21 days.
Keep the spreadsheet for the whole 21 days.
Our first ten teams signed in a single meeting. There was one catch though. Every one of them still had the old sheet open a month later, because we’d asked them to drop a working process on day one, and the process always wins. So Groundwork imports your existing sheet, keeps your column names, and runs beside it until your team stops opening the old file on its own. Median time until that happens is 12 days.
Our first ten teams signed in a single meeting. There was one catch though. Every one of them still had the old sheet open a month later, because we’d asked them to drop a working process on day one, and the process always wins. So Groundwork imports your existing sheet, keeps your column names, and runs beside it until your team stops opening the old file on its own. Median time until that happens is 12 days.
✓
Import straight from Google Sheets or Excel
Import straight from Google Sheets or Excel
Point at the file, map the columns once. Your stage names stay your stage names.
Point at the file, map the columns once. Your stage names stay your stage names.
✓
We rebuild your top three templates for you
We rebuild your top three templates for you
Send the tracker and one kickoff recording. Working templates come back built, and you correct them on a 30-minute call.
Send the tracker and one kickoff recording. Working templates come back built, and you correct them on a 30-minute call.
✓
Weekly read-only export back to your sheet
Weekly read-only export back to your sheet
The old file keeps updating itself while the team makes up its mind. When they stop opening it, you turn the export off.
The old file keeps updating itself while the team makes up its mind. When they stop opening it, you turn the export off.
THE PILOT
THE PILOT
How the 21-day pilot runs
How the 21-day pilot runs
How the 21-day pilot runs
Three weeks, one real customer, one number at the end.
01
01
Days 1-2: we build your plan
Days 1-2: we build your plan
Days 1-2: we build your plan
Send your current tracker and one recorded kickoff call. We come back with your first three templates built and a 30-minute call to fix what we got wrong.
Send your current tracker and one recorded kickoff call. We come back with your first three templates built and a 30-minute call to fix what we got wrong.
02
02
Days 3-14: one live account
Days 3-14: one live account
Days 3-14: one live account
Pick a customer that just signed. Run them through Groundwork while every other account stays in the spreadsheet. Your book is never at risk.
Pick a customer that just signed. Run them through Groundwork while every other account stays in the spreadsheet. Your book is never at risk.
03
03
Days 15-21: you look at one number
Days 15-21: you look at one number
Days 15-21: you look at one number
We put your current median days-to-live next to the pilot account’s real days-to-live. If that account isn’t live by day 21, that counts as the answer and you walk. Either way we delete the workspace on request and confirm it in writing.
We put your current median days-to-live next to the pilot account’s real days-to-live. If that account isn’t live by day 21, that counts as the answer and you walk. Either way we delete the workspace on request and confirm it in writing.
MEASURED, NOT CLAIMED
MEASURED, NOT CLAIMED
The numbers behind the 9 days
The numbers behind the 9 days
The numbers behind the 9 days
Measured across 2,140 customer onboardings run between March 2024 and August 2026. Reporting ships inside the product, so you can check ours against yours.
2,140
2,140
2,140
customer onboardings run on Groundwork
customer onboardings run on Groundwork
9
9
9
days, median time to go-live, against a 34-day baseline
days, median time to go-live, against a 34-day baseline
61
61
61
B2B software teams, 12 to 400 seats
B2B software teams, 12 to 400 seats
12
12
12
days, median time until a team stops opening the old spreadsheet
days, median time until a team stops opening the old spreadsheet
SOC 2 TYPE II REPORT ON REQUEST
SOC 2 TYPE II REPORT ON REQUEST
SSO + SAML ON SCALE PLANS
SSO + SAML ON SCALE PLANS
CSV + JSON EXPORT ANY TIME
CSV + JSON EXPORT ANY TIME
DELETION CONFIRMED IN WRITING
DELETION CONFIRMED IN WRITING
REFERENCE CALLS AVAILABLE
REFERENCE CALLS AVAILABLE
What changed on the CS team
What changed on the CS team
What changed on the CS team
Three customers, all reachable on a reference call if you ask.
Three customers, all reachable on a reference call if you ask.
We were quoting customers six weeks and quietly hoping for four. Last quarter our median was eight days, and I deleted the apology email I’d saved as a template.
We were quoting customers six weeks and quietly hoping for four. Last quarter our median was eight days, and I deleted the apology email I’d saved as a template.
Priya Raman
Priya Raman
VP Customer Success, Padstack
VP Customer Success, Padstack
The part I didn’t expect was my solutions engineer getting his week back. He opens a list of four things instead of digging through nine Slack threads to work out what’s blocked.
The part I didn’t expect was my solutions engineer getting his week back. He opens a list of four things instead of digging through nine Slack threads to work out what’s blocked.
Marcus Bell
Marcus Bell
Director of Implementation, Northline Freight Software
Director of Implementation, Northline Freight Software
I kept the spreadsheet open for eleven days out of pure stubbornness. Then I noticed I hadn’t touched it since Tuesday, and I closed the tab.
I kept the spreadsheet open for eleven days out of pure stubbornness. Then I noticed I hadn’t touched it since Tuesday, and I closed the tab.
Dana Whitfield
Dana Whitfield
Senior CSM, Kettle Labs
Senior CSM, Kettle Labs
PRICING
PRICING
Priced per implementation seat. Customer plans are unlimited.
Priced per implementation seat. Customer plans are unlimited.
Priced per implementation seat. Customer plans are unlimited.
You pay for the people on your side running onboarding, so signing more customers never raises your bill.
You pay for the people on your side running onboarding, so signing more customers never raises your bill.
Team
Team
Team
$600
$600
$600
per month
per month
UP TO 5 IMPLEMENTATION SEATS
UP TO 5 IMPLEMENTATION SEATS
Unlimited customer plans, customer portal, Slack and email reminders, Sheets and Excel import. Month to month.
Unlimited customer plans, customer portal, Slack and email reminders, Sheets and Excel import. Month to month.
MOST TEAMS START HERE
MOST TEAMS START HERE
Scale
Scale
Scale
$1,400
$1,400
$1,400
per month
per month
UP TO 15 IMPLEMENTATION SEATS
UP TO 15 IMPLEMENTATION SEATS
Everything in Team plus branching templates, Salesforce or HubSpot sync, time-to-live reporting, SSO, and audit log. Month to month.
Everything in Team plus branching templates, Salesforce or HubSpot sync, time-to-live reporting, SSO, and audit log. Month to month.
Enterprise
Enterprise
Enterprise
from $3,200
from $3,200
from $3,200
per month
per month
UNLIMITED SEATS
UNLIMITED SEATS
Everything in Scale plus security review, custom SLA, sandbox workspace, and a named implementation lead. Billed annually, invoiced.
Everything in Scale plus security review, custom SLA, sandbox workspace, and a named implementation lead. Billed annually, invoiced.
Every plan starts with the 21-day pilot: no card until it ends, and if your median doesn’t move you owe nothing.
Every plan starts with the 21-day pilot: no card until it ends, and if your median doesn’t move you owe nothing.
Start the pilot
Start the pilot
FIRST-CALL QUESTIONS
FIRST-CALL QUESTIONS
The questions we get on the first call
The questions we get on the first call
The questions we get on the first call
Six questions, in the order they usually come up.
Six questions, in the order they usually come up.
We already pay for Asana and a CS platform. Why another tool?
We already pay for Asana and a CS platform. Why another tool?
Keep both. Asana holds your team’s internal work, Groundwork holds the work you share with the customer, and those aren’t the same list. Most teams retire the shared onboarding tracker and keep their project tool.
Keep both. Asana holds your team’s internal work, Groundwork holds the work you share with the customer, and those aren’t the same list. Most teams retire the shared onboarding tracker and keep their project tool.
What if my team just keeps using the spreadsheet?
What if my team just keeps using the spreadsheet?
That’s exactly why the pilot runs in parallel and why we export back to your sheet every week. If your team is still opening the old file on day 21, the tool lost and you shouldn’t buy it.
That’s exactly why the pilot runs in parallel and why we export back to your sheet every week. If your team is still opening the old file on day 21, the tool lost and you shouldn’t buy it.
How long does setup take?
How long does setup take?
Two business days from the moment your tracker lands with us, plus a 30-minute call where you correct the templates we built.
Two business days from the moment your tracker lands with us, plus a 30-minute call where you correct the templates we built.
One account is one data point. Isn’t that thin?
One account is one data point. Isn’t that thin?
It is. So we hand you step-level timing on the pilot account too, which shows you which step moved and by how many days. Most teams run a second and a third account through before they sign anything.
It is. So we hand you step-level timing on the pilot account too, which shows you which step moved and by how many days. Most teams run a second and a third account through before they sign anything.
Do our customers need to create an account?
Do our customers need to create an account?
The first visit is a link with no login. If they want notifications or want to invite a colleague, they set a password at that point. Most never do.
The first visit is a link with no login. If they want notifications or want to invite a colleague, they set a password at that point. Most never do.
What happens to our data if we leave?
What happens to our data if we leave?
Full CSV and JSON export from the settings page, on your own, at any time. We delete the workspace within 30 days of a written request and send confirmation when it’s done.
Full CSV and JSON export from the settings page, on your own, at any time. We delete the workspace within 30 days of a written request and send confirmation when it’s done.
THE 21-DAY PILOT
THE 21-DAY PILOT
Send us your onboarding tracker. Get your first plan back in two business days.
Send us your onboarding tracker. Get your first plan back in two business days.
Send us your onboarding tracker. Get your first plan back in two business days.
A 21-day pilot on one live account. We build the templates, you keep the spreadsheet, and on day 21 you look at a single number. To date, 2,140 onboardings across 61 teams have pulled that median from 34 days to 9.
A 21-day pilot on one live account. We build the templates, you keep the spreadsheet, and on day 21 you look at a single number. To date, 2,140 onboardings across 61 teams have pulled that median from 34 days to 9.
No card today, and Team and Scale stay month to month. We’re in Denver, and a human takes the call.
No card today, and Team and Scale stay month to month. We’re in Denver, and a human takes the call.
Groundwork
Groundwork
Groundwork
Onboarding software for B2B software teams. Built in Denver, Colorado.
Onboarding software for B2B software teams. Built in Denver, Colorado.
1400 Wewatta Street, Denver, CO 80202
1400 Wewatta Street, Denver, CO 80202
PRODUCT
PRODUCT
Overview
Overview
Customer portal
Customer portal
Templates
Templates
Integrations
Integrations
Reporting
Reporting
Changelog
Changelog
COMPANY
COMPANY
About
About
Customers
Customers
Careers (3 open)
Careers (3 open)
Security
Security
Contact
Contact
RESOURCES
RESOURCES
Docs
Docs
Benchmark report
Benchmark report
Template library
Template library
API reference
API reference
Status
Status
LEGAL
LEGAL
Terms
Terms
Privacy
Privacy
DPA
DPA
Subprocessors
Subprocessors
SOC 2 Type II report on request
SOC 2 Type II report on request
© 2026 Groundwork Software, Inc.
All systems operational
All systems operational