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Client Onboarding Software For Sustained Growth

Secure, engage, & retain customers with one tool

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JOIN OVER 450,000 PROCESS STREET USERS

Streamline your client onboarding for continual business growth…

Process Street's client onboarding software should be at the heart of every organization.

Retain knowledge

Store key customer information in templates so client onboarding knowledge doesn't leave the business when staff members do.

Act efficiently

Save time, energy, and money by automating your repetitive client onboarding tasks. Instead, focus on what matters - nurturing relationships and growing your business.

client onboarding software - contiguously improve

Continuously improve

Continuously improve your customer's onboarding experiences by updating and optimizing all your client onboarding processes with just one click of a button.

Be agile

You can edit your client onboarding processes in seconds. So, experiment! See what works best, change tactics, and respond quickly to ever-changing customer demands.

Create consistency

Standardize your approach to client onboarding with templates. Reduce mistakes, increase efficiency, and give your customers the best experience, every time.

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:

WORKFLOWS

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.

APPROVALS

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.

COLLABORATION

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.

INTEGRATIONS

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.

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.

CONDITIONAL LOGIC

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.

DASHBOARD

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.

DISCOVER MORE FEATURES

Create a seamless, world-class client onboarding experience

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TRUSTED BY

Great People

Sebastian Igreti
CEO, TechMD

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.

WATCH CUSTOMER VIDEO

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.

WATCH CUSTOMER VIDEO

TechMD Video

Mariline Video

This is how others are using Process Street to onboard clients smoothly:

FIND YOUR ONBOARDING PROCESS

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

DIRECTOR PRODUCT DEVELOPMENT

“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

PRESIDENT

“We have recently plugged Process.st 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

CEO

“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

CEO

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.

TRY THIS TEMPLATE

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.

TRY THIS TEMPLATE

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 blog...it's got all the answers and more!

Client onboarding software - LA-Creative

How LA Creative Onboards Their Clients with Process Street

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.

Get Higher Close Rates By Qualifying Leads (Free Template!)

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.

workflow software workflow security best practices

Keep Your Customers Hooked Throughout the Sales Cycle

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.

DIVE INTO OUR BLOG