How mature is your customer onboarding?
Most teams underestimate how complex onboarding gets once data migration is involved. The check shows where you stand and what to fix first.
Up to 24 questions, adapted to your answers in real time. Takes about 5 minutes.
Free · No obligation
Every dimension gets its own stage. The lowest one sets your pace, and that is where the recommendations start.
Centre: ad-hocOuter ring: M&A-ready
The chart is the summary. The detailed report breaks each dimension down: how deep you are within your stage, what holds it there, and which topics to take on first.
What you’ll walk away with
- ✓A maturity score across four dimensions: onboarding, data migration, enablement and governance
- ✓A clear picture of where you stand, from ad-hoc to M&A-ready
- ✓Actionable recommendations for your current stage
- ✓A benchmark against 10,000+ onboardings and migrations
The 5 Maturity Levels
Every organization starts somewhere. We’ll map your capabilities to one of five stages. You will know where you are and what the next step looks like. The stages build on each other: M&A-ready is not a separate discipline, it is the top of this ladder. A team that cannot repeat its process or automate its migrations will not absorb an acquired customer base either. That is why every question in the check counts toward it.
Ad-hoc
Every onboarding is a one-off. Knowledge lives in people’s heads, updates happen over email and Slack, and when someone’s out, things stall. No visibility into what’s running or where it stands.
Defined
There’s a process with phases and templates, but it’s still manual. No portal, no automation. At 15+ parallel projects the team loses track, and every data migration is its own mini-project.
Scalable
A dedicated platform is in place. Customers have a portal, flows are standardized, the team handles 3x the volume. But stuck onboardings only surface when the customer complains.
Data-driven
Health scores, automatic escalation, MRR tracking per project. AI-assisted mapping makes migrations repeatable. Day-to-day runs smoothly, but special situations like M&A are still ad-hoc.
M&A-ready
You can migrate entire customer bases, not just individual accounts. Multi-source, batch processing, automated validation. Every migration makes the next one faster.
Frequently Asked Questions
About 5 minutes. The questions adapt based on your answers, so nothing irrelevant.
They generate your personalized report. We don’t share data with third parties. If you unlock the full report, we’ll send it to your business email.
Not at all. Anyone involved in customer onboarding can answer these, from team leads to executives.
Just go with your gut. “Partially” is always a valid answer, and one uncertain response won’t skew the result.
No. You get an honest assessment and concrete recommendations, whether or not you use Micromerce. Going deeper with an expert is optional.
Teams at B2B SaaS companies that onboard customers and deal with data migration. If onboarding speed matters to your business, this is for you.
