How to Onboard Your Clients With Taskeo?

Onboarding your clients is a process like any other. So why not to create a process for it?

If you struggle with bringing your customers on board, if you don’t feel in charge of what’s happening or simply get lost in the stream of events – Taskeo is about to solve this problem forever.

With 3 steps only, you can easily onboard them in our platform:

1. Create an onboarding project.
2. Set up stages for each onboarding event
3. Create a task for every client that you want to onboard.

It’s that easy! Now you can move your customers through the onboarding process.

Finally – all is back under control.

Try it yourself – log into your Taskeo account (or create one for free) and set up your onboarding project!