USEÂ CASE
Transform complex onboarding into a personalized workflow that eliminates coordination overhead, and enable self-service with custom client portals.
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Simplify B2B onboarding complexity. Design a tailor-fit workflow that eliminates errors and gets customers onboarded quickly & smoothly.
Only 29% of B2B customers feel fully engaged during onboarding. Automate communication grunt work, and design a user experience the customers love instead.
70% of customers prefer self-service onboarding. Portals offer a secure & personalized way for customers to complete onboarding tasks and access your services on their own.
Design a workflow that integrates with your database & tools, and manages onboarding without coordination overhead. Add in a custom client portal to give new customers or partners secure access to run workflows on their own.
Design your b2b onboarding for simplicity and standardize the user journey
Design custom, branded no-code forms that can be accessed externally
Conduct submission reviews, capture and log decisions automatically
Prescribe conditional action pathways based on inputs
Make life easy for customer success & partnership managers, with full visibility over the entire onboarding and a lot more
Track onboarding progress in real-time. Customize views, add deadlines, and create reports
Nudge coworkers or teams, and collaborate to resolve tasks
Redelegate singular tasks or relationship management with a single click
Deliver the right onboarding communications every time without writing an email
Design automated email templates including data references, links & attachments
Send with no-code email steps, or integrate your own email domain
Include automated SMS, WhatsApp, and other chat format messages
Provide secure access to the workflows your new onboards need in order to self-serve
Build your portal on-brand and on-message
Include onboarding & self-service workflows
Assign Light Users, who can only access the portals you share with them
We'd love to schedule a personalized demo session with you, and show how your B2B Onboarding can run autopilot.
