Create a custom checklist with links, videos, and more.
Track the onboarding checklist for each client from their project page.
Clients stick around longer when setup is faster.
Create an onboarding checklist accessible through their portal, outlining the necessary steps to begin collaboration with your team.
Clients stick around longer when using an onboarding checklist. Quicker setup means faster delivery for you.
Clients stay longer if you assist them in setting up quickly. They prefer less meetings and email exchanges; they want to start submitting tasks for you to complete, which keeps everything organized for everyone.