Onboard helps customers determine the variables of each customer segment as different plan types might dictate different onboarding needs. For example, they could use an API or some code snippet, or need different security compliance reviews depending on their size. After that, Onboard works with the customer to create a global task list with requirements it has gleaned from the sales process, and creating a dynamic and collaborative drop-down task list with assignees and due dates and alerts and notifications. They are helping companies organize, automate & manage the client onboarding experience from handoff to launch. All with one, easy-to-use solution.

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