Create Value in No Time
Organize and streamline your customer onboarding process so it's consistent and repeatable across your team.
Lower Days-to-Launch and Faster Time-to-Value
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.
One List to Rule Them All
Organize and order all repeatable tasks (internal & external) in a single task repository. Include links, videos and relevant instructions in the task detail. Onboard will pull only the appropriate tasks for each customer.
Dynamic Launch Plans
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.
Change the way you onboard customers forever
Everyone on the same page starts today.