Management

It's time to manage client onboarding properly. A single source of truth, with shared checklists, your team and your clients are all on the same page -- the way it should be.

One place to manage all onboarding tasks

Manage Your Process

Manage your onboarding process all in one place. Quickly add, remove, and modify tasks, variables and instructions with ease.
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Manage Your Team

Manage your Onboarding Team with increased visibilty into onboarding statuses and task management.

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Manage Your Customers

Easily see what tasks are being worked on, completed or causing delays.
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You Manage What You Measure

A 30,000 ft. View

Onboard provides visibility into every company in the onboarding process. Track days-to-launch, time-to-value and determine the organizational onboarding capacity.
(coming soon)

Customers Manage Their Own Team

Customers may assign their internal teams, update due dates and create urgency internally to drive the process forward.

Friendly 'Nudge'

Keep clients on track without being annoying, by sending a system-generated "nudge" (coming soon).