Each customer is unique, and their customer journey with your product or service should be too. Provide your team with the tools to create a true customized experience to surprise and delight your customers.
Onboard enables your team to craft custom journeys for each customer, based on their use-case or requirements -- so they take the most efficient path from contract to launch.
Each map includes a step-by-step journey, keeping your client on the road to success. Tasks can include all relevant information, videos, links, etc. with appropriate due dates & assignments.
Easily view the jobs to be done
Not only should a great customer journey help your team execute a superior onboarding experience, your customer should be able to see which tasks they have to accomplish and when. With Onboard, your clients are informed & organized.
Launch customers, ahead of schedule
Customer onboarding doesn't need to constantly underperform what was suggested in the sales process. With a repeatable, scalable process your team will move faster and launch customers on time.
Purpose-built and process-oriented
Provide leaders and team members 360° views into their implementation pipelines. Analyze customer cohorts and team member performance, surface trends and aggregate relevant customer feedback to continuously improve customer implementations.