Create Value in No Time
Organize and streamline your customer onboarding process so it’s consistent and repeatable across your team.
Launch Sooner, Deliver Value Faster
Streamline onboarding from day one to shorten timelines and maximize customer impact.
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.
Variable Paths
Guide customers through a personalized onboarding journey based on their unique attributes.
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Customize steps automatically according to customer data.
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Deliver relevant experiences without manual adjustments.
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Adapt onboarding paths as customer needs evolve.
One List to Rule Them All
Manage all repeatable tasks in a single repository for effortless task assignment.
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Centralize internal and client tasks with full instructions.
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Attach links, videos, and resources directly to tasks.
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Auto-assign the right tasks to each customer based on relevance.
Dynamic Launch Plans
Replace rigid templates with flexible, scalable launch plans called Maps.
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Easily create and adjust launch plans without extra effort.
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Reduce maintenance overhead while scaling onboarding.
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Ensure consistency across multiple clients with dynamic templates.
Change the way you onboard customers forever
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Free 14-day trial
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SOC 2 Type 2 Compliant
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Stripe-Powered Checkout
