Customer Onboarding Software: How to create an onboarding portal

Dock has everything your customer success managers need to create successful, engaging customer onboarding experiences at scale.

Within a single Dock workspace, you can:
- share onboarding checklists
- create checklists or manage tasks
- track engagement on your onboarding assets
- collect feedback, and more

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👉 LEARN MORE ABOUT DOCK FOR ONBOARDING

👉 STEAL OUR FREE ONBOARDING TEMPLATE

👉 GET MORE ONBOARDING TIPS

👉 READ OUR ONBOARDING SOFTWARE GUIDE

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With Dock, everything is accessible to your customer from one link.

All you need to do is create an onboarding template and copy it for each new customer. Make quick edits or customizations based on that new user’s plan or needs, and you’re good to go.

Dock’s flexibility is where it really shines. Rather than other tools that lock you into one format, Dock offers a drag-and-drop workspace editor where you can embed any type of media content.

And as new customers transition to loyal customers, you can use Dock as a client portal to continue to touch base, answer questions, and provide new resources.