Turn routine client tasks into a digital onboarding checklist.
Clustdoc simplifies your intake process so you can stop juggling between tools to manage new contacts.
Clustdoc simplifies your intake process so you can stop juggling between tools to manage new contacts.
Every sale, project, or program starts with an onboarding phase - Clustdoc helps you kick off business relationships the right way, so you can make a long-lasting impact.
Use our drag-and-drop builder to organize manual onboarding tasks into one or several comprehensive checklists that can be completed in a sequential manner my your contacts: whether clients, or else. Some of these onboarding steps may include:
All onboarding steps that involve specific assets can easily be managed from your toolbox.
Save your contracts 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.
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.
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
Anyone can get started today, we'll walk you through the steps you need to take to launch your digital onboarding workflows as soon as possible and based on your needs. Register now for a free trial or book a meeting with our sales team.
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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