Client Onboarding Software For Sustained Growth

Secure, engage, & retain customers with one tool


 Streamline your client onboarding for continual business growth…

We definitely love Process Street. Not only has it allowed us to save days in time, it's improved employee happiness and helped us to save over $1m in operating expense!

Pam Levin, Innovation Manager, Elite Business Ventures, Inc.

Process Street's client onboarding software will help your business grow. This is how:


Create client onboarding processes for complete consistency  

Make sure you're servicing new customers the right way, at the right time, every time. Build client onboarding templates for your team to follow and your customers will be happier and your sales team will be more productive. 


Keep track of client onboarding decisions from anywhere

There are crucial choices to be made during client onboarding. Add Approval tasks to your workflows and approve or reject key decisions that can make or break a customer's experience with you.


Encourage teamwork for successful client onboarding

To encourage team collaboration you can assign tasks, add comments, distribute knowledge, provide updates, and share processes between your client onboarding teams, regardless of where they are. 


Integrate your client onboarding processes with the apps you love

Send important customer data between the client onboarding processes you follow and the apps you use on a daily basis. Automate manual tasks, reduce mistakes, and increase efficiencies. 

workflow software forms


Collect, document, & store key customer onboarding data

Using form fields you can collect crucial client onboarding information, document it in templates, and save it securely in the cloud. This means you can access it at any time, in any place, and on any device. 


Customize your client onboarding processes with if/then logic

Meet every single customer need with one single template. Use Conditional Logic when building your client onboarding templates so that one process fits multiple situations.


Check the status of your client onboarding processes

Use the Checklist Dashboard to see how your team is performing. Get instant insight into who's working on which client onboarding process, where they're up to with it, and what the status of tasks are. 

Create a seamless, world-class client onboarding experience


Great People

Sebastian Igreti

TechMD uses Process Street for all core processes including employee onboarding, active directory management, and workstation repair processing.

Their team relies on our platform for managing day to day core business processes and operations.

Clive Bertige
CEO, Mailine Automotive

Mainline Autobody manages its core repair and insurance processes on Process Street. The team uses them to onboard and train new employees, create procedures for quality control, and to improve visibility across their operations.

With Process Street they are able to create, track, optimize and automate their standard operating procedures.


Teams around the globe 💙 Process Street. Here’s why

“We could have created a traditional playbook in MS Word, but we wanted something more action-oriented. We want everyone to feel they are responsible for executing on something rather than just reading something.”

Jeremy Smith


“An elegant, yet efficient, checklist tool! I love the overall design and the simple way that you can update or change a process. You can tell how much thought went into things like click reduction and ease of use.”

Matthew Kelley


“We have recently plugged in as our top level process management tool. It is a seamless fit into our already existing project management software and allows us to track individual project processes without being weighed down by unnecessary features.”

Gil Snir


“Awesome product. The guys have put huge effort into this app and focused on simplicity and ease of use. The product oozes quality. Nice one."

Paul Clifford


Try Process Street's client onboarding software for free with our pre-made templates!

Browse our template library and choose from thousands of pre-made client onboarding templates.
See one you like? Add it to your account for free! 

High Touch Client Onboarding for SaaS Companies

During client onboarding, you want your customers to understand the real value of what you're offering. To avoid high churn and low retention rates you need to adopt a specific approach, especially for SaaS customers. This High Touch Client Onboarding for SaaS Companies Checklist is uniquely designed to help you through the precarious SaaS client onboarding process.

MEDDIC Sales Process Checklist Template

67% of sales are lost because sales reps don't qualify their customers properly. Launch this MEDDIC Sales Process Template (used by some of the best salespeople in the world) each time you need to qualify a lead. Gather key customer metrics, establish the needs and wants of your economic buyer, uncover their decision criteria & decision-making processes, identify their pain points, and find your customer champion. 

Process Street webinars: Listen, share, & take it all in.


Get all the answers to all your questions at our monthly webinars. Run by process specialists, our Process Street webinars are the best chance you'll get to pick the brains of the experts. Get advice, guidance, and learn the tricks of the trade. Register now!

The best onboarding content on the web

What's new? Find out in our business's got all the answers and more!

Find out how LA Creative uses Process Street. Learn what processes they've built to meet customer needs, deal with concerns, and gather and store key information.

To achieve client onboarding success, you first need to qualify your leads properly. Find out what the top salespeople do to qualify their prospects successfully.

Engaging your customers, especially during the onboarding phase, is crucial to success. Read this to find out how the likes of Amazon, True&Co, and Target do it.

Case Studies

See how Process Street has helped these companies save money, improve productivity, grow their business, and more.

 Will you be the next great company to join us?

Video Library

Check out our video library and supercharge your Process Street client onboarding processes!

Product Demo

Watch this demo and find out how to use Process Street to build effective client onboarding processes.



Keep on top of all key client onboarding decisions by adding Approval tasks to your onboarding workflows.


Conditional Logic

Don't build thousands of templates to fit each of your client profiles. Build one with Conditional Logic. 



Creating & Editing Templates

Start from scratch and learn how to create and edit effective client onboarding templates.


Templates vs Checklists

Create core client onboarding templates and then run individual checklists from these templates.


Stop Tasks

Make sure your team are completing client onboarding tasks in the right order with Stop Tasks.

Make your team's client onboarding processes more efficient and consistent