Everywhere your users are, Quarterzip is too.
Deliver consistency at scale
Every customer gets your best onboarding experience
Understand every account
With each onboarding session, receive the feedback you need to understand the next action for each account.
Keep your team focused on strategy
Free CSMs from repetitive onboarding so they can drive renewals and expansion.
Supercharge you CSMs
CSMs are overwhelmed with tasks, making scaling the team impossible.
Even the best Customer Success teams hit a wall. Manual onboarding drains bandwidth, playbooks get lost in decks, and each new account adds more pressure. The result: slower time-to-value and burnt-out CSMs.
Automate onboarding without losing the human touch.
Quarterzip allows you to build guided, AI-powered experiences that run themselves — while your team focuses on what really matters: relationships, expansion, and success outcomes.
How Quarterzip empowers Customer Success teams.
Step 1: Record your best onboarding session once.
Step 2: Quarterzip turns it into an interactive, AI-guided flow with real-time voice and contextual help.
Step 3: Track every customer’s progress, sentiment, and success metrics in your Activation Hub.
Step 2: Quarterzip turns it into an interactive, AI-guided flow with real-time voice and contextual help.
Step 3: Track every customer’s progress, sentiment, and success metrics in your Activation Hub.
Real results from real customers
“As we continue to scale, delivering a consistent and engaging onboarding experience is essential. Quarterzip stood out because it transforms onboarding from a static checklist into an intelligent, continuous experience that adapts to every user. Our team can create guided, personalized onboarding experiences instantly with zero engineering.”
Chris Cagiou
Chief Customer Officer
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“In construction, software adoption succeeds when it feels effortless for teams in the field. Quarterzip’s vision for AI-driven, conversational onboarding captures that perfectly. It’s about making powerful tools feel intuitive from day one, and that’s a game changer for how we scale customer success.”
James Baker
CEO
“We see immense potential in Quarterzip’s ability to guide users in real time. Our platform involves complex, multi-step processes. Having Quarterzip’s AI voice agent support users contextually, right when they need it, is incredibly powerful. It’s a glimpse into how the next generation of onboarding, training and customer support experiences will feel.”
Ben Darlow
Product Executive
Questions from Customer Success leaders.
Will this replace my CSMs?
No — it amplifies them. Quarterzip automates the repetitive parts so your team can focus on relationships.
How does Quarterzip stay on-brand?
Every voice, tone, and flow is fully customizable.
Can I track activation and adoption metrics?
Yes — all progress and sentiment data feed into your Activation Hub. You own the insight.
Supercharge your post sales teams
Personalized onboarding
Deliver world-class onboarding at scale, delight your customers and unblock your staff.