Enterprise-grade client onboarding checklist for modern teams.
Orchestrate every step, eliminate manual gaps, and deliver a flawless client experience from day one.
Orchestrate every step, eliminate manual gaps, and deliver a flawless client experience from day one.
SYSTEMIZE
With multiple stakeholders, sensitive documents and compliance checkpoints, client onboarding is often when the complexity shows the most.
Clustdoc gives structure to this process, ensuring that every requirement is captured and properly tracked from start to finish.
Quickly turn scattered onboarding tasks into a structured client onboarding checklist with our drag-and-drop builder and help customers move step by step, while your team reviews progress effortlessly.
CENTRALIZE
When onboarding tasks live in many different tools, managers lose visibility and teams lose time.
Save your contract templates, forms, or attachments in your Clustdoc account directly, and use them repeatedly in various client-facing workflows.
Customize onboarding materials using unique features you'll only find on Clustdoc and optimize as much as possible your customer experience from one screen.
MONITOR
While some people firmly believe that one person should be accountable for a task, at Clustdoc we know that it takes an entire team to onboard properly a new contact.
Assign internal onboarding tasks to the right people in your team, hide/show information to certain people or tag specific team members to move things forward faster.
SCALE
Whether you're onboarding a large group of stakeholders or just a new client, you can run your onboarding checklists simultaneously depending on your predefined use case.
Your end-users will easily be able to complete the onboarding flow with any device: laptop, smartphone, tablet.
Register today to customize one of our free templates to your needs.
We have hundreds of ready-to-use examples which you could use in your business.
An onboarding checklist is a list of steps, tasks, and activities that must be completed by every new client or contact you engage and work with.
Usually, onboarding occurs early in the business relationship allowing to start deliver a service, launch a project or a program.
The tool most commonly used for customer onboarding is a dedicated customer onboarding platform. This type of software centralizes the entire customer onboarding process, preventing teams from relying on spreadsheets or scattered emails.
For industries that handle sensitive data, an all-in-one solution like Clustdoc is ideal.
It combines client intake, verification, e-signatures, and audit trails in a single branded experience, helping organizations onboard clients faster and more securely.
Clustdoc is a digital onboarding software. Most companies would focus on streamlining client onboarding using Clustdoc, but you can also use it with the contacts you work with whether they are customers, tenants, landlords, partners, merchants or of any type.
You can create unlimited onboarding checklist templates in your Clustdoc account. Each of your team members will easily use these templates for managing new contacts following your predefined process.
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