Customer Onboarding Software | Dock Client Onboarding Portals
Nail the first 90 days with customer onboarding portals
A smooth customer onboarding experience is your best shot at winning renewals.
Create personalized customer onboarding hubs in a few clicks.
Share project plans, onboarding content, and forms in one collaborative space.
Customer Success & Sales teams choose Dock
All your onboarding resources in one space.
Success Plans Timelines Content Embeds Surveys File Sharing
Why Success Teams Love Dock
Learn how our customers use Dock to elevate their onboarding process to create a first-class customer experience.
2 hours saved onboarding each customer
Learn how Brittany Soinski, Manager of Onboarding at Loom, uses Dock to speed up customer onboarding.
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Use case: Onboarding Portals
25 minutes saved per kickoff call
Learn how Assignar’s Global Head of Customer Success simplified onboarding for her customers.
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Use case: Onboarding Portals
Stop onboarding customers with messy spreadsheets
Spreadsheets and project management tools weren’t built for collaborating with high-value customers.
Dock gives your customers a personalized guide to being successful with your product, and keeps you aligned on next steps.
Create a repeatable onboarding process with templated workspaces
Dock gives everyone on your team a pre-made blueprint for onboarding a new customer.
Now, every customer gets a consistent white-glove experience — no matter who they’re working with.
Templated workspaces
Create company-wide onboarding templates that can be copied and personalized in a few clicks.
Pre-built success plans
Create templated success plans with phases, tasks, and due dates.
Smooth sales handoff
Transition customers from pre- to post-sale in one workspace.
Help customers reach quicker time to value with self-serve resources.
Onboarding often gets slowed down with unnecessary emails and meetings.
Dock gives your customers one self-serve resource hub, so they can speed through onboarding at their own pace.
Embed content
Organize your onboarding videos, articles, forms, links, and slide decks in a logical flow.
Collaborate on project plans
Build checklists and kanban boards with action buttons, embedded content, and due date notifications.
No logins required
Customers never need to create a Dock account to access your onboarding workspace.
Save hours of admin time onboarding each customer.
Save your team from creating slide decks, writing emails, hosting meetings, and answering questions.
One-click personalization
Create a premium-feeling experience in seconds with auto-populated customer logos and contact fields.
Gather data and requirements
Gather customer data quicker with survey forms and file upload buttons. Or embed your favorite survey tools.
Hideable sections
CSMs can reveal the next stage of onboarding in a few clicks.
Track onboarding engagement. Win more renewals.
A client’s engagement level during onboarding is a huge indicator of renewal potential.
Track activity & contacts
See which stakeholders are accessing the workspace, what they’re doing, and when.
Track onboarding progress
Dock's Internal workspace view shows task progress, form submissions, and recent activity.
Track content engagement
Dock’s content analytics let you track views and engagement with your onboarding content.
Get our customer onboarding template
Start from our pre-built onboarding plan and customize it to your process.