Automation

Automate your customer onboarding checklists, creating dynamic launch plans created in minutes, not hours!

The Right Tasks, For The Right Customers

It's autoMagical

Each client receives a customized Map to ensure they have a step-by-step plan to get from contract to launch. Select the customer variables for their use case and their Map is ready to be shared.

Save Countless Hours

Your team shouldn't be endlessly modifying old, rigid templates for every customer. Let them do what they do best, get customers launched.



Integrates with your favorite tools

The Onboard API and Zapier integrations allow you to pass data to and from your favorite tools.

More integrations coming soon.

Onboarding Teams Should Spend Time Onboarding Customers, Not Doing Busy Work

1

Dynamic Launch Plans (Maps)

Onboard dynamically creates launch plans (maps), guiding customers efficiently from contract-to-launch. These plans are as simple as choosing the appropriate variables and clicking "go!"

2

Automated Status Updates

Map statuses are automatically updated keeping your team and your customers on the same page, while surfacing stalled plans to the right stakeholders.

3

Notifications

Onboard's notification layer sends invitations to collaborate, nudges to complete tasks, and summaries of the latest updates so everyone can focus on getting launched.
(coming soon)

Everyone on the same page, starts now.
Get started with
Onboard.