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Client onboarding workspace

Coordinate handoffs, milestones and documents for every new customer.

Replaces: the onboarding template in a shared doc and status meetings

Talk to sales
Clearpath · Client onboarding workspace
Client onboarding workspaceClearpath
AK
Onboarding
8
On track
6
Blocked
2
CustomerNext milestoneOwnerGo-liveStatus
Confirm sales handoffAvery KimDec 29Confirm handoff
SSO setupJordan PikeNov 26Blocked
Countersigned MSAAvery KimDec 14Blocked
Data importJordan PikeNov 30In progress
KickoffAvery KimDec 24On track
Admin trainingJordan PikeNov 23On track
Go-liveAvery KimNov 18On track
User invitesJordan PikeDec 5In progress

Ran today at 8:00 AM

  2. Ignored a duplicate closed-won event for Pinecrest Realty
  5. Checked 96 milestones across 8 customers

Runs on its own

Opens onboarding when a deal closes

When a deal closes it opens an onboarding case from your template, then checks milestones daily and drafts reminders for anything blocked or overdue.

Waits for you

The handoff, before work starts

You confirm the sales handoff before work starts, and every message to a customer waits for approval. It never assumes a signature from an email.

Works with

  • HubSpot
  • Salesforce
  • Google Drive
  • Docusign
  • Asana
  • Gmail

What it keeps track of

Account
Dealcontactssales owner
Onboarding case
Templatego-live dateonboarding owner
Milestone
Ownerdue datedependenciesstatus history
Document
Required filesignersigned date
Commitment
What sales promisedsource

Make it yours

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