Boost adoption with a stellar onboarding process

A single destination
for everything your
new clients need

Don't send your customers on a tedious trip between spreadsheets, Google Drive, and a million other links.
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Create a single source of truth in an onboarding portal that unites all their resources.

Ensure customers confidently
navigate the process

Flowla helps you build a step-by-step onboarding plan that just flows -
like Instagram stories!

Break down your process into digestible stages to help everyone understand where they are in the process, and what they need to do.
‍
Facilitate buy-in and quicker actions.

Get things done with onboarding checklists

Create tasks for every stage of the process with Mutual Action Plans.
Then for each action item:

-> Assign task owners
-> Set due dates
-> Nest relevant materials & links inside the task.

Hold everyone accountable to honor deadlines, and ensure your clients take the actions needed for a successful onboarding.

Both you & your customers can easily see how far along the onboarding plan is, what’s causing a delay, and who needs to do what at a glance.

Then you can apply pressure where necessary to keep things moving smoothly.