Onboard

What is Onboard?

Onboard is a customer onboarding software designed for modern customer success teams. It helps organize, automate, and manage the client onboarding and implementation experience from handoff to launch.

Key Features:

• Automated Launch Plans: Automatically generated & customized launch plans replace inflexible templates.
• Collaboration: Provides visibility across all stakeholders, including your team, management, and customers.
• Workflow Automation: Automates routine tasks like sending email reminders and follow-ups.
• Customer Portal: Each customer receives a customized portal with their launch plan, team, inbox, and overview.
• Integrations: Connects with popular CRM and communication tools like Salesforce, HubSpot, and Slack.

How to use Onboard?

1. Create a Launch Plan: Use Onboard to automatically generate a custom task list for each client.
2. Invite Stakeholders: Grant access to your team, management, and customers.
3. Automate Workflows: Set up automated reminders and follow-ups.
4. Track Progress: Monitor the progress of each client through the onboarding funnel.
5. Integrate with Existing Tools: Connect Onboard with your CRM and other apps.

Why is Onboard important?

Onboard helps reduce customer churn by enabling faster launches and providing a better onboarding experience. It automates routine tasks, improves collaboration, and provides visibility across all stakeholders.

Where can I use Onboard?

Onboard is ideal for:

• Customer success teams
• Client implementation teams
• Companies looking to improve their customer onboarding process

Best way to improve Customer Onboarding?

• Utilize Automated Launch Plans for tailored experiences.
• Centralize communication through the Customer Portal.
• Automate reminders and follow-ups for efficiency.
• Track progress to ensure timely launches.

What customers say about Onboard

• "Onboard.io clearly outlines all tasks needed to properly onboard a client. The easy-to-use interface is visually appealing and allows users to quickly identify tasks that prevent clients from completing the onboarding process." - John Nielsen, Hatch (YC)
• "Onboard allows our team to provide a consistent onboarding experience and provides an amazing customer experience that translates to higher growth potential. With Onboard we are able to have easy and quick visibility into all our implementations which is helpful for resource planning purposes." - Cindy D., VP, Customer Success