Onboard

Onboard

Customer onboarding & implementation SaaS for success teams

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Onboard helps customer-focused teams automate, manage, & streamline their customer onboarding process.
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Launch tags:Task Management•Customer Success•Customer Communication
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What do you think? …

Jeff Epstein
Onboard
Maker
Thanks @mwseibel for hunting us, we appreciate you Hey Product Hunt 👋 I’m Jeff, co-founder of Onboard. I’m so excited to share our product with this awesome community! Onboard helps Customer-focused teams automate, manage, & streamline their customer onboarding process. We know this problem because we spent most of the last decade onboarding some of the world’s largest companies without purpose-built software. So how does Onboard work? 🚀 Onboard creates customized launch plans for each customer, automatically 🔎 Onboard provides all stakeholders (both internal & external) visibility into who, what, how & when tasks need to be completed 🤝 Customers receive their own view, accessible via magic link (no logins or passwords) 🤩 Most importantly, customers receive a better experience at the most crucial part of their journey Onboard can help your company: ⏰ Launch customers faster 🤝 Collaborate transparently with all stakeholders, internal & external 💪 Empower your onboarding team to deliver value (opposed to sending email reminders) 🤩 Provide a world-class customer experience Can’t wait to hear your feedback. Click here to schedule a demo: https://see.onboard.io/demorequest OR Click here to set up a 14-day trial: https://see.onboard.io/trial-sig...
Tevi Hirschhorn
@mwseibel @jeff_from_onboard woohoo! Congrats!
Jeff Epstein
Onboard
Maker
@mwseibel @tevih Thank you Tevi!
Bryce Kaiser
observIQ Cloud
@mwseibel @jeff_from_onboard This looks awesome. How does it integrate with existing CRMs? We track stages in our CRM, but the detailed needs of our onboarding clients are still falling into spreadsheets. Would love to use something like this and keep our CRM up to date automatically as the client moves through the onboarding process.
Jeff Epstein
Onboard
Maker
@mwseibel @bryce_kaiser1 Great question, thanks for the comment Bryce! We integrate bi-directionally (via Zapier) into all the common CRMs most of our customers use one of these integrations. We also have a bunch of webhooks and tons of API endpoints... https://docs.onboard.io/ Happy to elaborate - jeff@onboard.io if you are interested in connecting.
Bryce Kaiser
observIQ Cloud
@mwseibel @jeff_from_onboard That's perfect. We already use Zapier (also Pipefy) for building workflows between applications. Love to see that Onboard supports that.
Mitch Kuchenberg
Having known and worked with Jeff, Matt, and Will, Zach, Marko and Greg I can say they're a rock star team and the product looks amazing. Congratulations guys.
Jeff Epstein
Onboard
Maker
@mitch_kuchenberg Thanks Mitch, truly appreciate the kind words!
Nora Gojcevic
RevOps Deal Studio
Onboard is such a great product - love using it. A huge asset for any customer onboarding/success team.
Jeff Epstein
Onboard
Maker
@nora_gojcevic Thank you for your kind words and feedback, appreciate you!
Adam Janower
Seems useful for streamlining teams with existing processes and for teams that have not yet formalized their onboarding experience. I'm especially bullish on the impact this product can have on the latter use case. Nice stuff!
Jeff Epstein
Onboard
Maker
@adam_janower Thank you Adam for the support!
Louis Gelinas
One of the cofounders gave us the demo yesterday! Our onboarding funnel at https://www.rivet.work is exploding right now and we love the ability to streamline & maintain visibility on all of our enterprise customer onboarding in one place. Great work!
Will Stevenson
Onboard
Maker
@jlgelinas great chatting yesterday! Thanks for the support.
Jeff Epstein
Onboard
Maker
@jlgelinas Thanks Louis, appreciate that!
Jarell Lloyd
Great product! Congrats to the Onboard team!
Matthew Majewski
Onboard
Maker
@jarell_lloyd Thanks Jay!
Jeff Epstein
Onboard
Maker
@jarell_lloyd Thanks for the kind words Jay!
Mara Willemin
Yesss having experienced this problem first hand, I'm so glad this is the team solving it! Congrats, Onboard!
Will Stevenson
Onboard
Maker
@mara_willemin thanks for the support!
Jeff Epstein
Onboard
Maker
@mara_willemin Thank you Mara! We're pumped to help companies onboard customers better!
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