What is AutoStack's vision?
AutoStack's vision is to make client onboarding effortless for every B2B service business. The company is building the client onboarding OS that runs everything between a signed contract and go-live, contracts, intake, asset collection, account access, tasks, reminders, and launch readiness, in one branded flow with an AI coordinator named Otto. The goal is for the first two weeks of every engagement to just happen, so teams stop losing revenue to chasing logins and documents.
Our vision
The first two weeks should just happen
We're building the onboarding OS that turns the chase into one repeatable flow, so winning the client is the hard part, and getting them launch-ready is not.
Onboarding is where revenue leaks
The work itself is simple. The chase is what costs you: stalled launches, teams stuck playing project manager, and clients who feel in the dark before the relationship even starts.
0%
of leaders say onboarding friction directly hurts revenue (OnRamp, 2025)
0%
of teams have no real-time visibility into onboarding progress (OnRamp, 2025)
0%
of customers say onboarding could be better (Wyzowl, 2020)
An OS, not another tool
Branded portals and forms are table stakes. The hard parts, structured account-access requests, asset collection, and an explainable launch-readiness score, are the things every other tool skips. AutoStack runs all of it in one flow, so onboarding stops being stitched together from a portal, a form tool, and a project board.
Otto runs the busywork
Otto, the AI coordinator inside AutoStack, checks every intake for completeness, chases what's missing, summarizes each onboarding into a kickoff brief, and flags what's blocking launch. It is assistive and reviewable: Otto recommends, your team decides, and it never sends contracts or grants access on its own.
Where we're headed
Every B2B service business, from a two-person agency to an enterprise team, should onboard a new client in days, not weeks. AutoStack is the system that makes it happen, starting with Otto, who shows you exactly where your onboarding is leaking time in under 3 minutes.
See where your onboarding is leaking time
A 3-minute diagnostic. A clear picture of your onboarding. No credit card required.