Eight implementations open. None of them updating themselves.
With Oliv agents, Your OMs stop being project administrators and go back to being onboarders.
Trusted by 100+ revenue teams
The Problem
The board is only
true on the day you update it
A week behind reality by Wednesday. The stalls don't show up in the board, they show up in the call.
Acme Cloud · Onboarding
last edited 11 days ago
PHASE 2 · DATA INTEGRATION
6 OF 6 · 100% BEHINDDiscovery call complete
Sarah
Project plan signed
Sarah
Data file recieved
Sarah
Sandbox provisioned
James
Integration confirmed
James
QA sign-off
Sarah
How it works
The agent listens, reads, and updates.
Onboarding Tracker sits on every implementation. Every call, every email, every Slack thread
becomes a board update the OM never had to type.
Acme · CSM call
Sandbox is provisioned, running test queries.
Sarah · Re: Berlin rollout
Pushed by two weeks, training Sep 2.
Slack · #cs-acme
Maya: "do you handle attribution?"
Zendesk · #1042
SSO + RBAC requirements
Onboarding tracker
Subtask ticked
Sandbox provisioned · Acme
Plan synced
Berlin rollout dates moved both sides
Brief drafted
9am brief in Sarah's Slack
Alert sent
Northwind · champion silent 11d
Pre-Call Brief
Your 9am call has a brief waiting in Slack at 8:45
Onboarding Tracker drafts the brief before every check-in. The 30 minutes of mental prep stops being a tax on the morning.
DM with Sarah Park
Onboarding Tracker
PRE-CALL BRIEF8:45 AMbook · 10 active
3 critical2
days
Globex · sandbox
8
days
Vandelay · sponsor
7
days
Pied Piper · training
4
days
Globex · sign-off
1
days
Hooli · QA
9
days
Northwind · resched
11
days
Acme · data file
5
days
Acme · integration
Aging · ACME· Sarah
Data file request open 11 days. Email drafted for your review.
Nothing Ages Silently
The task sitting nine days now has the agent's attention
When a task stalls, Onboarding Tracker pings the OM with the account, the aging item, and a drafted next move. Caught this morning, not at the QBR six weeks from now.
For Managers
You walk into Monday 1:1s knowing which two accounts to ask about
Across every OM, Oliv rolls up who's tracking, who's slipping, who needs you. You stop running meetings to find out what's going on.
Shared plan
The success plan you send the client matches the board
Onboarding Tracker updates both sides. The client stops asking “where are we?” The OM stops rewriting the same document four times.
Acme · Internal board
MAY 26
DATA INTEGRATION
Data file recieved
MAY 22
Sandbox provisioned
MAY 24
Integration confirmed
MAY 26
VALIDATION
QA sign-off
MAY 28
Acme · Success plan
MAY 26
DATA INTEGRATION
Data file recieved
MAY 22
Sandbox provisioned
MAY 24
Integration confirmed
MAY 26
VALIDATION
QA sign-off
MAY 28
Onboarding trackerThe Outcome
The work your team hates goes away. The work that pays off shows up
Hours/week on board upkeep
8hThe difference between running 8 implementations and 14.
Milestone hit rate
89%First-value milestones hit because nothing ages silently.
Stalls caught before escalation
91%Caught the day the signal fires, not the week the customer escalates.