When "Managing Onboarding" Becomes a Growth Problem

As dental SaaS and platform companies scale, onboarding often becomes the silent blocker to growth. Internal teams juggle intake, integrations, coordination, validation, and follow-up, while sales keep closing deals.

Done-For-You Onboarding Solutions are built for companies that want onboarding executed flawlessly without building or managing internal onboarding infrastructure.

We become your onboarding execution arm, operating behind the scenes or client-facing as needed.

Why Companies Choose Done-For-You Onboarding

  • Hands-Off for Your Team

    We manage the entire onboarding lifecycle so your internal team can stay focused on product, sales, and strategy.

  • Faster Revenue Recognition

    Shorten the gap between contract signature and go-live, customers activate faster, revenue follows sooner.

  • Operational Peace of Mind

    Standardized SOPs, QA checkpoints, and reporting ensure nothing falls through the cracks.

What's Included in Done-For-You Onboarding

  • End-to-End Onboarding Execution
    We own onboarding from kickoff through activation, no partial handoffs, no ambiguity.
  • Customer & Vendor Coordination
    We manage all communications with practices, vendors, and internal stakeholders on your behalf.
  • System Configuration & Validation
    API connections, PMS syncs, permissions, workflows, and system checks are completed and verified.
  • Quality Assurance & Go-Live Support
    Each onboarding is reviewed for accuracy before launch to ensure a clean, confident go-live.
  • Post-Onboarding Handoff & Reporting
    We deliver documentation, status reports, and clean handoffs to your customer success or support teams.

Our Done-For-You Onboarding Process

Discovery & Intake

We align on your product, requirements, SOPs, and success criteria.

Client Data Collection

Structured intake ensures we receive everything needed upfront, no back-and-forth.

Configuration & Integration

Systems are configured, synced, and validated using repeatable workflows.

QA & Readiness Check

Each onboarding is reviewed before activation to eliminate errors.

Go-Live & Handoff

Clients are activated and transitioned smoothly to your internal teams.

Proven at Scale

Onboarding Ninjas has successfully onboarded hundreds of dental practices using repeatable SOPs that average ~15 minutes per office when no complications are present.

Our process is already documented, trainable, and scalable, allowing us to expand capacity quickly as your volume grows.

Done-For-You Onboarding Is Ideal For:

Venture-backed dental SaaS companies Platforms launching new products or integrations Teams without dedicated onboarding staff Companies onboarding at high or unpredictable volume Organizations that want consistency without internal overhead

Let Us Run Onboarding So You Can Run the Business

If onboarding is slowing growth, stretching your team, or impacting customer experience, we can help.

 

Request a 15-Minute Discovery Call

 

We'll assess your onboarding volume, complexity, and timelines, and recommend the right execution model.

Done-For-You Onboarding FAQs

What does “done-for-you onboarding” mean?

It means we fully execute onboarding on your behalf, from intake to go-live without requiring internal resources.

Can this be white-labeled?

Yes. We can operate fully behind the scenes or as an extension of your brand.

Do you handle high-volume onboarding?

Absolutely. Our SOPs and staffing model are built specifically for scale.

Is this only for dental SaaS?

We specialize in dental platforms and PMS integrations, but our onboarding framework applies to regulated, integration-heavy environments.

How quickly can you scale?

Because our processes are documented and standardized, we can ramp onboarding capacity quickly as volume increases.