Collaborative customer onboarding

Start off on the right foot with your customers using EverAfter's collaborative onboarding hub builder, designed to be clear, beautiful, and actionable.

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high-touch onboarding with white-glove service

“Since we started using EverAfter our customers have been raving about their beautiful onboarding experience”

Craft memorable onboarding experiences for every customer

Don't let tedious onboarding lead to customer churn. Your top-tier customers deserve a premium experience that goes beyond the endless loop of emails, spreadsheets, and training sessions.

With a centralized hub for each client, you’ll:

  • Create alignment towards goals and clearly set expectations

  • Keep your customers accountable

  • Collaborate with multiple stakeholders

  • Give your customers full visibility into their journey

onboarding experiences for every customer
Efficiently onboarding new customers

Streamline onboarding with a mutual action plan

Efficiently onboarding new customers is critical for your business, but it can be complex and time-consuming. With EverAfter, you can streamline the process, reduce the risk of errors and delays, and provide a seamless experience for your customers.

Level up your onboarding game:

  • Create task plan templates for different customer types to save time and effort

  • Assign tasks to team members, set due dates, and track progress in real-time

  • Set automated reminders and notifications to reduce the chance of delays and ensure accountability

Onboarding just got easier with Hub-as-Slides.

When was the last time you wasted time preparing for a customer onboarding session, opening Google Slides or sifting through emails? Those days are over.

With EverAfter:

  • Your customer hub will feature all the information your clients needs, updated real-time

  • Utilze presentation mode to put your hub at the center of your sessions, creating an engaging collaborative experience

customer hub

EverAfter is the dream platform for Revops and Bizops teams

"Flexibility to design customer-facing processes that allow end-users to view, edit, and write information directly into our CRM based on our permissions and needs."

Matan A

Matan A

Head or Revenue Operations
CS EverafterPinCS DepoMark

Work seamlessly with your tech stack


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