One-to-one onboarding for every new user

One-to-one onboarding works, but you can’t do it for every user. Quarterzip can, guiding each new user by voice and screen share to their first ‘aha’ moment.

Onboarding users for fast-growing SaaS companies

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How Quarterzip onboards your users

Meets with every user, not just the admin

Runs discovery with every new user to understand their individual use case within the wider context of the account, then shapes the onboarding session around their role and goals.

Prompt asking the user to share their screen so the agent can guide them

Guides them through your product over screen share

Sees each user's screen and walks them through every step of their personal onboarding plan, in their own language. If they get stuck, it works out why and guides them through the solution.

Gets them to activation

Stays with each user until they reach their first ‘aha’ moment, and remembers their goals and progress, so every time they come back it picks up right where they left off to ensure they fully activate.

"Quarterzip changes the math on activation. We can give every user a guided, personalized experience without throwing headcount at the problem."

James Boone, Sr. Director, Apollo

How your users experience onboarding with Quarterzip

When your users are ready to start onboarding into your product, they join a call with your Quarterzip agent. They share their screen, and the agent follows along, walking them through their tailored onboarding plan and guiding them to activation.

Learn how it works

Launch your onboarding agent in days, not months

Give your agent your docs and playbooks, coach it on how your best people onboard your users, then launch. No engineering needed: schedule one-to-one sessions with hundreds of users via Calendar Rollouts, or add a one-line SDK snippet to your product.

See how to get started

Enterprise-grade Security

Quarterzip treats everything your users show or say as sensitive. The agent guides but never acts, your users choose what they share, and you choose what's kept. It's ISO/IEC 27001:2022 certified, independently penetration tested, and documented so your security team can complete its review in one pass.

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