Congratulations. They bought your software. Now they're emailing you to ask what happens next.
Herofy drafts the onboarding plan from what sales promised and what the customer wants, then flags a stalled account on day three instead of week three.
They need a hero. You need a sidekick.
For B2B SaaS teams on HubSpot with high-touch accounts, whether onboarding is your whole job or your fifth one. Limited spots. We build it with you.
Not ready to talk? Score your onboarding in 3 minutes.
Here's what happens next, with way less chasing.
Deals, notes, and logged calls, so every plan starts from what sales promised. A deal hitting closed-won kicks off the handoff on its own.
Customer threads, and the meetings tied to them.
The same, for Microsoft shops.
Customer conversations in the channels you connect.
Your chats with customers, and the updates your team trades about them.
Call transcripts, turned into account updates you confirm.
Handoff docs, onboarding trackers, and account notes.
Send from Gmail or Outlook without switching tabs. Sidekick drafts; only you can click send.
Connect HubSpot and the busywork that used to eat your week becomes three things you approve.
Sales hands you a closed deal and a blank page. Connect HubSpot and Gmail, and Sidekick fills the page: it reads each account's deal notes and email threads, finds what was committed to, and drafts an onboarding plan. Every plan shows its evidence and its confidence. When it isn't sure, it says so.
go-live before the Q3 board reviewfrom the closing call.
launch by end of quarter, but which quarter is never stated. Flagged.
Open Herofy and see who's stalled, on which goal, and why, with the actual quotes. Sidekick has already drafted the nudge that gets them moving. Edit it and send it, or skip it. You're the one who saves the day.
we'll pull the export this week, Dana, last Tuesday. No file received; page unopened.
A milestone slips or a blocker clears. Sidekick re-sequences everything downstream and shows you what moved and why. You approve the new dates, once, on purpose, instead of watching the launch drift a month while nobody says anything. Nobody rebuilds the plan in a spreadsheet at 6pm on a Friday.
Sidekick drafts and keeps watch, but it has no way to contact your customers. And everything it does leaves an evidence trail you can follow back to the source.
Sidekick works your side of the desk. It writes the plan and the nudges, but you're the only one who can hit send.
Everything Sidekick does follows a plain-English handbook you can open and edit yourself. No black box, no settings maze.
Every plan and every flag links back to where it came from, whether that's an email thread, a deal note, or a call. Follow any claim to its source.
One more login, yes. But there's nothing to migrate. Herofy reads what's already in HubSpot, your inbox and calendar, Slack or Teams, Notion, and Grain, so it earns its keep the first morning. It's the tab that closes the other four.
So does everyone who churned a customer at 100% completion. A checklist tracks your work. Herofy tracks what the customer said they wanted, pulled from the deal notes and the call transcripts, and runs the plan against that. Same tasks, different scoreboard.
Nothing leaves without you. Sidekick drafts; you approve every word before it goes anywhere.
A chatbot waits for someone to type. Sidekick reads the deal notes before you do, watches every account overnight, and can't message your customers even if you asked it to. Different job.
Talk to the founder who ran CS at four B2B SaaS companies. Bring your messiest account.
Not ready to book a call? You run a HubSpot shop with 40–100 accounts and you've lost at least one customer who never told you why? Leave your address and we'll start by email.
No newsletter, no drip campaign. One reply from a founder, then it's your call.