Onboard Path
SmallSaaS · Onboarding specialist, new customers
Customer onboarding tracking for SaaS teams.
Built in this build
- Step-by-step setup checklist
- Customer progress view
- Blocker flagging
- Onboarding templates
- Customer list
- Settings
- Next-step suggestion for a stuck customer
- Simple time-to-complete summary
Vision (needs external services)
- Alert on steps stalled too long
- Calendar (.ics)
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Step-by-step setup checklist
- Customer progress view
- Blocker flagging
Admin modules
- Onboarding templates
- Customer list
- Settings
AI capabilities
- Next-step suggestion for a stuck customer
Automations
- Alert on steps stalled too long
Analytics & reports
- Simple time-to-complete summary
Integrations
- Calendar (.ics)
Mobile
- Customer mobile progress view
Roles & permissions
- Specialist
- Customer
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