Onboarding, renewals, projects. One shared room.
Share one link. Your customer sees the plan, tasks and files. You see whether it's working.
4.8/5 on G2Onboarding · Meridian SaaS × Halcyon Labs
Halcyon Labs onboarding
Phase 2 of 4 · 56%
An onboarding room as your customer sees it. One link, no login. Illustrative.
Trusted by CS teams that own revenue in 8+ countries
One room for every customer moment
Onboarding and renewals are where accounts are won or lost. Run both from a plan the customer can see.
Onboarding
40 to 60% of cancellations happen in the first 90 days. Put them on a shared plan, with tasks for both sides and time to value you can see.
Renewals and QBRs
Prepare the renewal with the customer: a shared agenda, the QBR follow-ups, owners on both sides and everything that must happen before the renewal date.
Joint projects
Implementations, migrations, and rollouts of new features or new teams.
Customer Rooms
Build the plan once. Share one link.
Create a room for each customer with the plan broken into phases and tasks, files and comments included. Your customer opens a single link and works with you, no login needed.
Tasks for both sides
Assign work to your team and the customer's. Everyone sees the same plan.
No logins for customers
Add people with a name and email. They open the link and they're in.
Duplicate your best plan
Build a plan once and reuse it for every new customer.
Health score and alerts
Know the moment a plan slips
Room progress is a live signal in the customer's health score. When a phase stalls or a task goes overdue, you get an alert and step in before a stalled plan becomes a lost customer.
Progress feeds the score
Rooms move the customer's health score. It's a live signal, not a separate checklist.
Alerts when the plan slips
Slack or email the moment a phase stalls or a task goes overdue.
Act before the renewal
A stalled project or renewal plan surfaces weeks early, not at the meeting.
Halcyon's plan is slipping. "Share usage export" is 5 days overdue.
Growth and reporting
Rooms you can see in your ARR
When onboarding, renewals and projects run on a shared plan, more customers reach value, renew and expand. The reporting shows it: completion rates, time to value, and an ARR curve that bends up.
More customers reach value
A clear plan with owners on both sides, so nothing slips through.
Reporting across your base
Completion rates, time to value and stalled rooms at a glance.
ARR that compounds
Customers who reach value stay, renew and expand.
Rooms completed
92%
Time to value
12 days
NRR
112%
ARR · accounts with rooms
Connects to the stack you already use
Billing, product analytics, CRM, and support, unified into one score, and pushed back into your tools via native integrations, webhooks, and API.
FAQs
Customer Rooms, explained.
That room was built with Customer Rooms by Customerscore, a feature of our AI Customer Success platform. Companies use rooms to run onboarding, renewals and joint projects with their customers in one shared page. If you want the same for your own customers, you can book a demo.
No. You share a room as a single public link. People on the customer side join with just a name and email, see the same plan, tasks and files as your team, and can comment and tick off their tasks. No new tool for them to learn.
No. Customer Rooms are included in the Customerscore platform, which is priced as one flat fee tiered by your ARR, never per seat. Standalone onboarding-room products often cost hundreds of dollars a month and can't see usage, billing, or churn risk. Rooms come connected to all of it.
Yes. Build your plan once, then duplicate the room for each new customer. The copy keeps the phases, tasks and resources and starts clean, without the previous customer's comments and participants.
Onboarding, renewals and QBR follow-ups, implementations, migrations and other joint projects. Any moment where you and the customer need to work from one shared plan.
You know right away. Room progress feeds into the customer's health score, and when a phase stalls or a task goes overdue you get an alert in Slack or email. You step in while there is still time, instead of finding out at the renewal.
Yes. With our native HubSpot app you can create and track rooms right from the company record in HubSpot. Room progress lives on the record and can trigger your HubSpot workflows.
Give every customer
a room
One shared link for the plan, the tasks and the files. Connected to the health score that tells you it's working.