Stipulate reduces delays and automates the manual work: data collection, process discovery, and action tracking - so you can focus on delivering value.
Built for implementers managing 5-10 concurrent customer onboardings.
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Stipulate aims to help Implementers spend 70% less time on project administration so you can reduce time-to-value and achieve 95%+ go-live success rates.
Before:
Sending 10+ follow-up emails, scheduling reminder calls, manually tracking spreadsheets
After:
AI-powered portal with automated reminders and validation
Before:
Discovering missing data during onsite meetings, scrambling to adjust implementation plan
After:
AI validation ensures all required data is complete and correct before kickoff
Before:
15% of implementations delayed or failed due to data issues and missed requirements
After:
Proactive issue detection and data readiness tracking prevent delays
Before:
Manually creating action items, updating status, sending reminders, tracking data requests
After:
AI monitors Slack conversations and automatically suggests updates
Ready to work toward these results for your implementation team?
Unlock Exclusive AccessSeamlessly action tasks, collect data, and remember items—directly in Slack
Automatically detects onboarding needs and creates action items
Keep onboarding on track with intelligent follow-ups
Secure data migration with branded customer portals
These are the daily challenges Implementation Managers face—and why traditional project management tools fall short.
You're 3 days from the onsite kickoff, and the customer still hasn't sent their database schema. Now you're scrambling to adjust the implementation plan, and the customer's first impression is 'this doesn't work like we expected.'
70% of projects experience last-minute data issues
You're juggling Slack conversations, email threads, Asana tasks, Google Sheets, and Gong recordings. By the time you've updated everything, you've lost 2 hours and forgotten what the customer actually needs.
Customer Onboarding Specialists lose 10+ hours/week to tool switching
The kickoff call went great—until week 3 when the customer mentions 'Oh, we also need to handle refunds differently for enterprise customers.' Now you're redesigning workflows mid-implementation.
New implementers take 6 months to learn all edge cases
Your manager only finds out a project is at risk when the customer threatens to delay go-live. By then, it's too late to course-correct without burning goodwill.
More than 15% of implementations fail to go live on time
Stipulate doesn't replace your project management tools—it makes them unnecessary by automatically extracting what matters from your conversations.
Get real-time visibility into all your projects with AI-powered insights and proactive alerts
Active implementations
Needs attention
This month
AI-suggested actions
Project ID: 1
Project ID: 2
Project ID: 3
Project ID: 4
These projects are at risk of missing their deadlines. Review AI suggestions to get back on track.
AI trained on B2B software-specific onboarding workflows
After every customer call, upload or sync the Zoom or Gong transcript. Our AI analyzes the conversation to extract business goals, stakeholders, pain points, and required data items.
Example:
'Customer mentioned they process 10,000 orders/day with peak loads during Black Friday' → AI creates action item: 'Validate system can handle 15,000 orders/day peak load'
As your team discusses the project in your dedicated customer Slack channel, our AI monitors conversations and suggests action items or status updates. No more manual project tracking.
Example:
Your team member posts 'Just got the database schema from customer' → AI suggests: 'Mark data request as complete and validate schema matches requirements'
Our Smart Data Collection feature sends customers a secure portal link to upload required files. AI validates uploads in real-time and sends automated reminders, so you never chase data again.
Example:
Customer uploads CSV with 5,000 rows but missing 'customer_tier' column → AI flags issue and suggests: 'Request updated file with customer_tier column for segmentation rules'
Ready to transform your customer onboarding process?
Get Started TodayWe're solving the problems that have frustrated implementation teams for years
Implementers are struggling with the same challenges you face every day.
"So every Monday morning, I'm doing forensics. Listening to 3-4 sales calls at 2× speed… Hunting down the AE (who's already moved on)… What did we actually promise? What were the objections? Who are the decision-makers? … 2.5 hours later, I finally understand the deal well enough to not look clueless on the kickoff call."
"At a certain point, the action items aren't all on me… this is the part where customers have to provide their own data so we can input values, or something else where there really isn't anything we can do to push progress and success forward."
"I'm drowning in busywork, updating like five different tools just to say the same thing, and sitting in endless meetings about other meetings. The other day I realized I spent my entire morning just moving cards around in Jira and copy-pasting updates into different formats for different stakeholders."
"I often feel like the admin work I am forced into makes it really difficult to find time to do my actual job. I'm always having to update everything in multiple places only for management to not read it and then Slack me or meet with me for updates. I just want to talk to my customers and make them happy! I'm so tired of feeling like a professional note taker."
Stipulate was built to solve these exact problems.
We're working with forward-thinking B2B SaaS Implementers to continuously improve Stipulate. Your feedback will shape the future of customer onboarding.
Be the first to try new capabilities before they're released
Your feedback directly influences what we build next
Lock in special pricing as a thank you for being an early believer
Be featured as a founding member who helped shape the platform
Limited spots available for founding members
Join implementation teams working to transform their customer onboarding process
Choose the plan that fits your team. Scale as you grow.
For individual contributors
For small implementation teams
For growing implementation teams
For large-scale implementations
Here are the most common questions we hear from Onboarding Professionals evaluating Stipulate.
Still have questions? Talk us about your specific implementation workflow and see how Stipulate can help.
Schedule a DemoJoin forward-thinking implementation teams working toward reducing time-to-value by 50%
