We love using Onboard. As soon as we set it up, we realized the value of getting organized, automating our processes and managing our onboarding specialists. Our client onboarding has never been better.
Onboard.io clearly outlines all tasks needed to properly onboard a client. The easy-to-use interface is visually appealing and allows users to quickly identify tasks that prevent clients from completing the onboarding process..
The ability to engage internal teams and customers is huge for us. I love the team at Onboard! They're always willing to listen and also talk through scenarios to determine best path. They also understand the challenges onboarding teams face as they too have been in our shoes.
The faster clients can use your product, the happier they'll be. Onboard provides an elegant collaborative space for all stakeholders to view who, what, when & how.
However, all customers are different. That's why we replace inflexible templates with automatically-generated & customized launch plans, saving time for your team by automating a custom task-list for each client, allowing them to launch faster and start receiving value now.
Let's stop asking: "Where are we in the onboarding process? " Ensure everybody's on the same page and nobody - including internal (your team) or external (their team) stakeholders - is in the dark.
Onboard allows you to organize, automate and streamline your onboarding process so it's consistent and repeatable. If you want to scale efficiently, you can't rebuild the wheel with every new customer.
They engaged you to solve problems, right? Help them help themselves with real-time discussions, provide action-oriented insight, and deliver value with shared, dynamic launch plans.
Both teams view and work off the same checklist (no logins required!), measure progress in stages, ensure accountability at every level and stay organized with discussion threads that reduce back-and-forth and build trust through transparency & collaboration.
One place to manage all onboarding tasks, accessed by all stakeholders via a simple Magic link. That's the vision. Bad onboarding is the #1 cause of churn. As onboarders ourselves, we hate churn.
That's why we created Onboard - to manage the onboarding process properly - repeatably organized, simple automation, and productive collaboration. The all in one, end-to-end solution that helps you manage process, team and customers.
Let's Onboard together. The way it should be.
The future of customer onboarding is here. Join these forward-thinking organizations to put your customers in the best position for onboarding success!
