Onboard enables 360° visibility for all stakeholders. View tasks, due dates, assignments (and assignees) and the entire launch plan, in real time.
Manage client implementations better. Custom launch plans easily shared with all parties. Integrates with your systems, with an all-in-one, scalable platform.
One place for all stakeholders to view the relevant who, what, when and how! Stop sifting through call notes and old emails.
Eliminate one-size fits all customer task lists, with customized & dynamic launch plans -- unique for each customer.
Organize and streamline your customer onboarding process so it's consistent and repeatable across your team.
Each customer is unique, and their customer journey with your product or service should be too. Provide your team with the tools to create a true customized experience to surprise and delight your customers.
Increased adoption creates a more successful outcome, less churn and happier customers! Ensure your clients are set up for success, every time.
It's time for client implementations to be collaborative and visible from all sides. Let's modernize client implementations with transparency, visibility & accountability—so it can be on track & on time—just like the sales rep promised 😉
Onboarding is the VERY FIRST experience as a new customer. A stellar customer onboarding process will set the tone for your clients. Invest in the tools and process to make that a reality.