Faster Customer Onboarding—Way Beyond Checklists
Get clients experiencing value right away
Adaptive Workflows
Create a custom onboarding flow for your clients, including short videos, pre-scheduled emails, events and surveys. Simply upload your training assets and assemble them into onboarding journeys that scale as your business grows.
Triggers and Branching
Use triggers to automatically kick-off your onboarding workflows each time you land a new customer. With branching, use "if-this-then-that" logic to tailor the onboarding experience to each client based on their needs and preferences.
Events
Use events to deliver key information to customers or partners at scale. Transform repetitive onboarding meetings into high-quality events that consistently cover all the important details.
Communications
Add pre-scheduled emails into your customer onboarding flows so you can engage (and re-engage) customers throughout their entire onboarding journey. Use inactivity triggers to remind customers to take the next step in the process.
