Share launch plans with clients at Onboard.io: Collaboration | Onboard
Collaboration

Work Together & Launch Faster

One place for all stakeholders to view the relevant who, what, when and how! Stop sifting through call notes and old emails.

Trusted by
modern success teams

Better Collaboration, Fewer Delays

Connect teams and customers in one place to speed decisions.

Same Page, Same List

Your onboarding team and your customers team will see the tasks that are relevant to them, on the same list. Everyone can invite, assign & choose dates.

Mutual Accountability

Everyone can be held accountable as information is consistent and accessible to all parties. Updates are logged and available for all to access.

Threaded Comments

Stay organized with threaded comments, called "Discussions" which exist at the task level -- ensuring efficient collaboration with your customers.

Shared Launch Plans

Give all stakeholders access to the same customized launch plan for faster onboarding.

  • Everyone sees the same roadmap to avoid confusion.
  • Clients and internal teams stay aligned throughout the process.
  • Reduce delays with clear, shared responsibilities.

Easy Collaboration, Wherever Your Team Works Best

Communicate seamlessly via Slack or your preferred integrations.

  • Collaborate without switching platforms.
  • Keep messages tied to specific tasks for context.
  • Integrate with existing tools to streamline workflow.

Real-Time Customer Discussions

Organize live, task-level discussions to keep clients focused and on track.

  • Threaded conversations ensure clarity and context.
  • Respond instantly to client questions or blockers.
  • Track discussions directly from your team’s workspace.

Change the way you onboard customers forever

  • Free 14-day trial

  • SOC 2 Type 2 Compliant

  • Stripe-Powered Checkout

Get Started
Change the way you onboard customers forever
© Onboard Software, Inc. 2026 · All Rights Reserved