Same Page, Same List
Your onboarding team and your customers team will see the same task list. Customers can invite, assign & choose dates. This information is shared amongst all parties.
Everyone can be held accountable as information is consistent and accessible to all parties. Updates are logged and available for all to access.
Stay organized with threaded comments, called "Discussions" which exist at the task level -- ensuring efficient collaboration with your customers.
Use customized launch plans (MAPs) for each client. All stakeholders can access the same information, stay on the same page and complete onboarding faster!
Clients can securely access all of their tasks by simply clicking a magic link in their email invite. No need to remember a username and password.
Your customers will access their MAP via a magic link to a branded hosted portal called the Outboard. The Outboard provides all the necessary tasks, assignments and due dates along with relevant details and stakeholder contact information.