.svg)
Create a consistent onboarding process in minutes
Improve time to value with a customer onboarding platform that's less complicated than Monday.com and is less time consuming than Google Sheets.
.svg)
.svg)
.svg)
Onboarding clients
the old way
Wasting hours creating each onboarding spreadsheet manually
Creating extra processes because there is no easy way to hide content that clients shouldn't see
Losing logos, art, and brand guidelines because they're spread out across dozens of emails and individual desktops.
Looking through tens of spreadsheets just to review your team's onboardings and calculate bandwidth
Reviewing each spreadsheet separately and manually sending email reminders
Manually pulling in data from other CRM tools and inputting it into your spreadsheet
Spending needless time helping your team members find the right sheet and figure out how to pick up where others left off
Having to guess what your team and client engagement is
Onboarding clients with Recapped
.svg)
Create a new onboarding page in seconds
Hide content from clients to gather requirements, take deal qualification notes, and share content
Consolidate all your sales content into a single easy-to-find place for buyers and clients
Smart dashboard to see all your onboarding timelines, their status and latest activity
Automatic email reminders and notifications for every stakeholder involved
Integrate with your CRM to automatically pull key information
Next steps dashboard to see tasks due by individual or team to easily pick up where someone else has left off
An engagement score that tracks everything your team members and clients are doing in real-time
How Recapped works
1. Create the perfect onboarding process
You can start with a blank slate or start from a pre-built.
2. Reps clone it and customize it
Your team can make a copy with one click and professionally brand it to your customers.
%20(1).png)
3. Give your clients a great onboarding experience
Your clients will get automatic email reminders and notifications to keep everything on track.
What can you do with Recapped?
Hold your clients & team accountable to next steps
Make sure nothing falls through the cracks with email reminders and automatic notifications
Complete Visibility for You and Your Clients
Instantly see a visual snapshot of all your client engagements
.png)
Consolidate your entire onboarding process in one workspace
Create workspaces that put all your sales content into a single easy-to-find place for buyers and clients
Create a new onboarding process in minutes
Make the onboarding journey seamless, customized and consistent at every step.
Integrate easily with your existing tools
Make your onboarding process as simple and frictionless as possible.
Instead of fighting to integrate our products into your existing technology, take advantage of pre-built integrations.
Cut down on back-and-forth between apps, so your team can update client details in seconds. No further training or re-orienting needed.
.svg)
Recapped helped us shorten our sales cycle significantly, it helped aligned both parties in a seamless way. I also saw a noticeable difference in terms of proactiveness from the customer - no more confusion on next steps or lost email attachments.
.jpg)
Recapped is such a beneficial tool to provide visibility to our clients and organize the next steps to move forward with the onboarding plan. We know what's coming, & have personalized workspaces for each client.
.jpg)