BrightkeelBrightkeel Onboard: customer onboarding portals that cut time to value
Give every new customer one shared plan with milestones, owners and due dates. Your team and theirs work from the same page, so nothing stalls after kickoff.
Shared onboarding plans
Build plans from templates by segment and product. Customers see their tasks in a branded portal, comment on them and upload files without a login to your CRM. Internal tasks stay hidden from the customer view.
Kickoff templates
Start each project with a kickoff agenda, a success plan and a data checklist. Templates cover SMB, mid-market and enterprise rollouts and include default durations for every milestone.
Task tracking customers actually use
Customers get a weekly digest of open tasks and an email when a task assigned to them is overdue. Onboarding managers see every project on one board, sorted by risk.
Time to value, measured
Define the first value milestone for each segment, such as the first report shared or the first workflow live. Brightkeel tracks days to first value per customer and per cohort, and flags projects that are trending late.
Hand off to customer success
When onboarding ends, the plan, contacts and open risks move to the account owner in Brightkeel Signals, with the full history attached.
See pricing or get started in the docs.