Livegoal merges phase-by-phase onboarding project management with a phase-aware AI assistant, so clients always know what's next and CSMs never chase status updates.
Journey timeline
Kickoff
Jul 15, 2026
Setup
Aug 5, 2026
Training
Aug 19, 2026
Go-Live
Sep 2, 2026
Current phase
Setup
2/4 tasks complete
In progressHow it works
The moment a deal closes, livegoal spins up a phase-based checklist — so your client knows exactly what setup tasks are theirs, and what's on your team.
Tasks · Setup
Configure SSO
ClientAdminComplete company profile
ClientAdminProvision staging environment
CSMEveryoneRead-only — managed by your CSM
Invite your team
ClientEnd userKickoff, Setup, Training, Go-Live — every account moves through the same clear phases, with real-time status your whole team can see at a glance.
Journey timeline
Kickoff
Jul 15, 2026
Setup
Aug 5, 2026
Training
Aug 19, 2026
Go-Live
Sep 2, 2026
Current phase
Setup
2/4 tasks complete
In progressWhen questions come up, livegoal's AI assistant answers with context — aware of exactly which phase your client is in and what tier they're on.
A shared home base where clients and CSMs track every phase together.
Clear ownership on every task — client-owned or CSM-owned, never ambiguous.
A live history of what's been done, and by whom, on every account.
Guidance that adapts to exactly where a client is in their onboarding journey.
Pricing
Livegoal is priced per account, not per seat — so every client and CSM on an account can use the portal. Talk to us for a plan that fits your team.
Get a quoteResources
We're building out a full resource center. In the meantime, your CSM is your best source for onboarding questions — and soon, so is the AI assistant.