Shared Plans and Resources
Implementation plans and getting started resources
all in one place
Success plans
Streamline onboarding and implementations for new customers
Dock helps customer success teams improve the onboarding process with shared checklists and getting started resources.
Implementation plans and getting started resources
Collaborate with new customers
Give customers the ability to update implementation plan tasks, leave comments, and upload files.
Tasks with Context
Share descriptions, links, and files for each step
Dock supports PDFs, images, links,
embeds and custom widgets.
No more spreadsheets
Stop using that spreadsheet for implementations
Dock helps customer success teams level up the onboarding experience.
Assign tasks
Assign tasks to people or teams
Multi-phase plans
Easy to create multi-phase plans
Automated due date reminders
Send task reminders to clients
Get started with Dock
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All rights reserved.
All rights reserved.
