A Proven Framework
Onboard was built for Onboarders, by Onboarders. We've implemented and launched dozens of solutions across thousands of clients and learned a ton along the way.
On Task & On Time
Organized tasks with detailed, consistent instructions across your team allows for a repeatable and delightful customer onboarding, every time.
Organization is Efficiency
Organized, efficient teams launch more customers per month, and spend more time providing real value, not tedious administrative work.
Variables determine which path your customers take during onboarding - providing a customized experience based on their unique attributes.
Organize and order the step-by-step tasks across all customer segments. Include links, videos and relevant instructions in the task detail.
Templates are rigid and hard to maintain for scale, that's why we created dynamic launch plans - called Maps. Easier to create, less to manage and built for scale.
