Get started on the right foot, every time.
Onboarding is the VERY FIRST experience as a new customer. A stellar customer onboarding process will set the tone for your clients. Invest in the tools and process to make that a reality.
Customer Experience begins @ onboarding
Transform onboarding into an easy & enjoyable process using our proven framework to organize and create a repeatable, scalable onboarding process, once and for all.
A custom journey (MAP) for each customer
Our conditional-based dynamic launch plans (MAPs) allow the customization your client wants with the speed + automation your team appreciates!
One place for clients to see the entire onboarding process
An easy-to-access page with magic link login (no passwords required), enabling customers to assign, view and complete tasks.
Process-driven to keep the momentum
Every stakeholder involved in onboarding should have a clear understanding on where they are in the launch process. Also, easily identify disengagement, delays and potential churn earlier in the process. This may be the difference between an average onboarding experience and an exceptional one.
Launch right, launch fast
Onboard creates accountability across the entire stack. Your team is accountable to you and your customers, while your customers are accountable to both themselves and their launch date. By providing visibility to all stakeholders, it's easier to keep everyone on task and to launch on time (finally!)
Change the way you onboard customers forever
Everyone on the same page starts today.