Platform Onboarding Services
The smarter way to launch and retain clients.
Partner with Pivotal’s Onboarding Services to set ecommerce brands on a clear path to long-term success.
We work closely with SaaS platforms like Linnworks and Stok.ly, delivering seamless, human-led onboarding designed to reduce churn and increase client lifetime value. We can do the same for your brand.
Our team doesn't just install software. We integrate systems, clean messy data, support operations on-site when needed, and roll up our sleeves to make sure every brand launches the right way — with care, attention to detail, and a real commitment to their success.
From day one to go-live and beyond, our onboarding process removes friction, boosts retention, and builds stronger relationships between platforms and their clients.
Explore how Pivotal's specialist onboarding support can help your platform shine, improve client satisfaction, and turn every new brand into a long-term success story.
Book a complimentary onboarding consultation today — no strings attached.
Our Onboarding Process: At a Glance
We make onboarding seamless — no jargon, no confusion, just a clear path from day one to go-live.
Kick-Off Call
We begin with a warm welcome, aligning on project goals, timelines, and brand-specific needs.Tailored Setup
Every brand is different, so we build a bespoke onboarding plan based on their catalogue, operations, and team setup.Integrations & Channels
From marketplaces to webstores, we connect and configure all sales channels for smooth syncing.Product & Data Work
We help clean, structure, and upload product data — especially supporting brands with limited Excel experience.Operations & Shipping
We configure workflows, help create templates, and set up mobile paperless picking, packing, and dispatch processes.Go-Live & Post-Launch Support
We guide each brand through testing and launch, then stay on-hand with 5 days of hands-on support before handover.Check-ins & Continued Care
We offer optional follow-ups, ongoing support packages, and remain available whenever the client needs us.
What Makes Our Onboarding Different?
Hands-On, Human-Led Service
Every onboarding is delivered by a real expert — not automated bots or templated emails. We take personal responsibility for the outcome and never stop until it’s right.Flexible Communication Styles
We meet brands where they are: Slack, WhatsApp, email, Teams… whatever works best for them. This reduces bottlenecks and helps clients move fast without needing to wait for the next meeting.Out-of-Hours & International Coverage
Our team supports brands across different time zones, working evenings and weekends when necessary. We understand ecommerce doesn’t run on a 9–5 schedule.On-Site Support Available
Need us in the warehouse? We go beyond the screen and offer in-person visits to guide teams on-site — helping with physical processes and training.Custom Work & Workflow Optimisation
We help solve challenges that sit outside your SaaS platform’s capabilities, including custom scripts, macros, and workarounds. Our goal is to get brands running as efficiently as possible.Disaster Recovery & Safeguarding
Mistakes happen. Whether it’s a misconfigured setting or a process that’s disrupted business, we jump in and fix it fast. Think of us as your brand’s emergency parachute.
The Result? Less Friction. More Retention. Expanding Your Digital Footprint
For SaaS platforms, the onboarding phase is the most critical moment in the client relationship. Done right, it reduces churn, boosts NPS, and increases lifetime value. That’s exactly what we deliver.
We act as a trusted extension of your platform, delivering a white-glove onboarding service that makes your product shine and keeps your clients happy long after setup is complete.
Let’s turn your next brand into your next success story.
If you’re a platform looking to elevate your onboarding experience, we’d love to talk.