Onboarding & Playbooks

Use the industryʼs most powerful onboarding product. Build Playbooks and workflows like a pro!



Goodbye inefficiency, Hello Productivity!
customer success playbooks and workflows

Playbooks

Use the template builder to design playbooks for each phase of your customer lifecycle. Start with onboarding

customer success onboarding reporting

Reports

Report on average onboarding days for each customer segment. See where you get stuck. Learn. Improve.

customer success reminders

Reminders

Planhat makes it easy to know what to do. When. With who. How.

KNOW WHAT TO DO NEXT

Clarity when it is needed

You need context to each task in your Playbook. Read the description and best practices, understand who is who and get a feel for where in the process a task fits in.

other highlights from this module...
Playbooks
Report Progress
Auto Trigger Workflows
Completion Times
Task Tracker
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