Onboarding
Show customers exactly where they are in onboarding
Give each customer a simple onboarding progress page so they know what has been done, what is still needed and what happens next.
Onboarding steps get lost and repeated
- Onboarding often involves multiple steps over days or weeks
- Customers forget what they have already sent
- Teams repeat the same progress updates
- Delays happen when next steps are unclear
One onboarding page per customer
- ✓
Create one onboarding status page per customer
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List each step clearly
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Update items as they are completed
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Share the page with the customer and internal team
Example status page
Latest update
Contract signed. Awaiting payment details to continue setup.
- Welcome email sent
- Account details received
- Contract signed
Current
Payment details pending
- System setup in progress
- Training call pending
- Go-live pending
Benefits
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Clearer next steps
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Fewer "what happens now?" emails
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Better handover between team members
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Easy customer visibility
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Simple alternative to a heavy portal
How it works
- 1
Create
Name your project and add status items. Takes under a minute.
- 2
Share
Send the public link to clients or customers. No login required.
- 3
Update
Mark items complete as work progresses. Everyone sees the latest status.
