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:
- Create an onboarding project.
- Set up stages for each onboarding event
- 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!