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Hit the go-live date
you sold. Every time.

The operating system for multi-week SaaS implementations — playbooks that match how you actually deliver, a portal clients will use, and risk signals that surface before your Monday status meeting.

30-day free trial No credit card Unlimited client contacts
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Dashboard
My Tasks
Projects
Messages
Analytics
Reports
Meridian Homes — Core + Integrations Active
Phases
Board
List
Gantt
Timeline
Overall Progress68%
✅ Kickoff & Requirements
Kickoff & success criteria
Map current workflows
Scope & SOW sign-off
🔄 Environment & Config
Provision staging tenant
Configure roles & permissions In Progress
Collect SSO IdP metadata Blocked
⏳ Data, UAT & Cutover
Validate legacy data export
Admin training (live)
UAT sign-off & cutover window

For teams that still have to collect SSO metadata, validate a data export, run UAT, and lock a cutover window before the customer is live.

Without GoLiveFlow

  • Kickoff notes in Docs, tasks in Asana, approvals in email
  • You learn a client stalled when the go-live date is already at risk
  • Cutover moves because nobody owned the blocked dependency
  • Friday’s exec ask: “which deals miss go-live?” — scramble to answer
  • PMs rewrite the same status email for every account
  • Each implementation is reinvented from the last one that “kind of worked”

With GoLiveFlow

  • Clients work a branded portal with one clear next step
  • Engagement drops surface before the sponsor goes dark for two weeks
  • Risk and blockers are tied to phases, owners, and due dates
  • Every deal starts from the playbook your best PM already runs
  • Status emails and call briefs drafted from live project data
  • Portfolio view: time-to-value, phase bottlenecks, hours vs. progress
What your team is actually managing
📱

Sponsor went quiet after kickoff

They logged in once, skipped the portal, and now you’re chasing them through their AE.

Cutover weekend keeps moving

Config is done. You’re still waiting on their legacy export and IT’s SSO metadata.

🔄

One blocked task stalls a phase

UAT can’t start until data validation clears. That approval has sat for nine days.

📧

Status lives in five places

Slack threads, emailed spreadsheets, a board nobody updates, and whatever the PM remembers.

👀

Leadership asks about risk mid-week

You spend an hour assembling a slide instead of unblocking the work that’s slipping.

📊

No clean time-to-value number

You know which deals felt hard. You can’t show which phases burn hours every time.

Everything you need between kickoff and cutover
🎯

Run the playbook you already trust

  • Conditional phases that adapt when a client needs SSO, a custom integration, or a phased rollout
  • Planned vs. actual dates so you see slip as soon as a phase drifts
  • Dependencies unblock the next task when the last one clears
  • Gantt for PMs, timeline for stakeholders, list for day-to-day work
🤝

Keep clients moving without chasing

  • Branded portal that shows one next action, not a wall of tasks
  • Intake forms, file checklists, and e-sign in the same place they already work
  • They see what’s done, what’s waiting on them, and what’s next
  • Calendar integration for kickoffs, trainings, and cutover calls
🛡️

Catch blockers before cutover moves

  • Know when a sponsor stops logging in — before the phase due date passes
  • GoLive AI reads velocity, engagement, SLAs, and budget burn into a daily priority list
  • Slipping deadlines escalate to the right owner automatically
  • Hours vs. progress alerts before a deal becomes a margin problem
📈

See the portfolio, not just one deal

  • Time-to-value across every active implementation
  • Engagement scoring that shows who’s working and who’s gone quiet
  • Find the phase that stalls every project (hint: it’s usually data or IT)
  • Capacity by PM so you stop overloading the same two people
Built the way implementation teams actually work

Generic PM tools show you a red due date after the damage is done. GoLiveFlow tracks the signals that matter on a live implementation — client activity, blocked handoffs, budget burn — and tells you what to do next.

🧠

Know what to fix today

Ask “Why is Meridian blocked?” and get the overdue dependency, the quiet sponsor, and the next call you should make.

📊

See trouble before the customer feels it

Login gaps, stalled approvals, and slipping phase dates alert you while there’s still time to intervene.

Stop redoing the same follow-ups

Assignment, escalation, and reminder rules run the playbook — your team stays on configuration and cutover.

🔐

Get sign-off without the PDF chase

Scope, config, and UAT approvals with an audit trail. No separate DocuSign cycle.

🌐

Your brand on the client side

Clients see your logo, colors, and domain. They never need to know the platform underneath.

💰

Hours burned vs. percent complete

Catch the deal that’s 80% spent at 55% done before it becomes a hard conversation with finance.

See problems before customers feel them
You: What should I focus on today?
🤖 Here's your priority list for today:
1. Meridian Homes At Risk — 62/100

Sponsor hasn’t logged in for 14 days. SSO IdP metadata is still blocked — four tasks overdue. Schedule a check-in with their IT lead today.

→ Schedule a check-in call
2. Westbrook Facilities On Track

UAT starts tomorrow — confirm trainer coverage and that staging has the latest config.

3. Harbor Dental Group Behind on budget

80% of hours burned at 55% complete. Review remaining scope before Friday’s internal review.

→ Review remaining scope with the team

Get a daily triage list — not another dashboard to interpret. GoLive AI reads the signals on every active deal and turns them into specific next steps.

It watches task velocity, client logins, SLA status, and budget burn — then tells you what matters before your Monday standup.

  • "Why is Meridian blocked?" → Root cause in seconds from live project data
  • "Draft a status update for Westbrook" → Written from actual phase progress
  • "Prep me for my call with Harbor Dental" → Meeting brief with talking points
  • "Which deals need attention this week?" → Portfolio triage by risk
See GoLive AI in Action →
Your clients get a guided path — not a task dump

Most tools hand the customer a checklist and hope they figure it out. GoLiveFlow walks them through the work you actually need from them — SSO, data, approvals — with context on why each step matters.

Northline
Welcome, Jordan Hale
jordan@meridianhomes.com
Phase 3 of 6 — Environment & Config
3
4
5
6
Your Action Items
Upload SSO IdP metadata (.xml)
Approve staging environment access
Submit integration questionnaire ✓ Done
What's Happening
Phase 2 “Requirements” marked complete — 2 hours ago
Your PM uploaded the SSO setup guide — yesterday

One next step at a time

Clients see the action that unblocks your team — not a backlog they’ll ignore

Forms, files & sign-off

Questionnaires, data uploads, and e-signature approvals in one place

They always know where they are

Phase progress, what’s done, and what’s waiting on them

What changes when delivery has a system
40%
Faster time-to-value
3x
More concurrent implementations (same team)
80%
Fewer “any update?” emails
90%
On-time go-lives
50%
Less PM time assembling status

Based on projected improvements from playbooks, engagement tracking, and AI-assisted delivery management.

Implementation and CS teams running live customer delivery

You’re a great fit if…

  • Typical implementations run 30–120+ days from kickoff to cutover
  • Clients must configure, migrate data, complete training, or sign off before go-live
  • You have a PS / CS / onboarding team of roughly 2–50 people
  • Delivery still lives in spreadsheets, Asana, Monday, or a mashup of all three
  • You regularly wait on client IT, data exports, or executive sponsors
  • Leadership wants a real answer when they ask which deals miss go-live this month

You might not need us if…

  • Fully self-serve product activation with no human delivery
  • One-call setup that finishes in a day
  • Internal HR / employee onboarding only
When spreadsheets and boards stop keeping up
Spreadsheets & Email Asana / Monday GoLiveFlow
Client-facing portal Branded, guided
Know when clients disengage Engagement scoring
Risk detection AI-powered
E-signature approvals Built-in
Conditional playbooks If/then logic
Automated escalation Limited Full rules engine
Time-to-value analytics Cross-project
CRM integration Manual HubSpot + Zapier
Budget & profitability Per-project tracking
Purpose-built for implementation Every feature
Simple, transparent pricing
No minimum seats. No hidden fees. Unlimited client contacts on every plan.
Starter
For small teams getting organized
$19/mo
per seat, billed monthly
  • Up to 3 team seats
  • 5 active projects
  • Basic client portal (view-only)
  • Email notifications
  • Templates
  • Scheduling links (Calendly/Cal.com)
  • E-signature approvals
  • GoLive AI
Start Free Trial
Enterprise
For teams that need AI intelligence and enterprise security
$99/mo
per seat, billed monthly
  • Everything in Professional
  • Unlimited projects
  • AI risk scoring with coaching prompts
  • GoLive AI (50 queries/day)
  • SSO / SAML authentication
  • Priority support
  • Dedicated onboarding
  • Custom integrations
  • White-label available (Partner tier)
Contact Sales

All plans include unlimited client contacts, dark mode, mobile app, and a 30-day free trial with full Professional features. No credit card required.

Connects to the tools your team already uses

🔗
HubSpot
☁️
Salesforce
Soon
Zapier
📅
Google Calendar
📧
Outlook
Soon
💬
Slack
📤
SendGrid
💳
Stripe
Trusted by implementation teams
★★★★★

“We cut our average implementation time from 90 days to 54. The risk scoring caught two projects that were about to stall before we even noticed.”

AR
Alex Rivera
VP of Professional Services, CloudSync
★★★★★

“Our clients actually respond now. The guided portal changed everything — they know exactly what to do and when. No more chasing.”

PP
Priya Patel
Head of Customer Success, DataBridge
★★★★★

“GoLive AI is like having a senior PM looking over every project. It drafts status updates, preps me for calls, and catches things I’d miss.”

MC
Marcus Chen
Implementation Director, Zenith Software

Results may vary. Testimonials reflect representative use cases.

Protect the go-live dates
your team already sold.

Give PMs a single place to run playbooks, keep clients moving, and answer risk questions without rebuilding the board every Friday. 30-day free trial — no credit card.