For business owners: create onboarding tasks after payment
For business owners: create onboarding tasks after payment
Business owners miss onboarding steps when payments go untracked, delaying setups and frustrating clients. Create a project card with payment details so operations start setup without manual handoffs.
Overview
Missed onboarding steps stall deliverables and frustrate new clients for business owners. Convert every payment into a tracked onboarding card with payment details, eliminating manual handoffs so operations start setup and onboarding stays on track.
Notable Features
- Create onboarding task cards
- Attach payment details to card
- Notify responsible operations lead