# 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.

[Get started](/content/solutions/customer-onboarding#/index.html)

Customer Success & Sales teams choose Dock

## All your onboarding resources in one space.

[Success Plans](/content/solutions/customer-onboarding#w-tabs-0-data-w-pane-0/index.html) [Timelines](/content/solutions/customer-onboarding#w-tabs-0-data-w-pane-1/index.html) [Content](/content/solutions/customer-onboarding#w-tabs-0-data-w-pane-2/index.html) [Embeds](/content/solutions/customer-onboarding#w-tabs-0-data-w-pane-3/index.html) [Surveys](/content/solutions/customer-onboarding#w-tabs-0-data-w-pane-4/index.html) [File Sharing](/content/solutions/customer-onboarding#w-tabs-0-data-w-pane-5/index.html)

## 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.

Play video

[Learn more](/content/library/customer-story-loom/index.html)

Use case: Onboarding Portals

### 25 minutes saved per kickoff call

Learn how Assignar’s Global Head of Customer Success simplified onboarding for her customers.

Play video

[Learn more](/content/library/customer-story-loom/index.html)

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.

[Explore templates →](/content/templates/index.html)