Scale customer onboarding
Don't make customers wait for a call to get started
- Embed the checklist in-app to keep users coming to your app, not some other tool.
- Make it easy for customers to take action directly, and track progress automatically.
- Create a “multi-player” experience with account-checklists (not just user-checklists).
Notifications
Know when users make progress via Email and Slack notifications.
Account-level metrics
See which tasks a customer has completed (and who did it).
Tailor guides per account
Customize steps and even complete them on behalf of customers.
Benefits
Reduce time to activation
- Allow customers to move at their own pace
- Decrease implementation time by 25-50%
- Identify key bottlenecks to keep iterating and refining the process
Features
Integrate the in-product experience into your workflow
- Create templates for different customer segments.
- Track progress through notifications and CRM integrations.
- Tailor next steps per account, and have it reflect immediately for all relevant users.
"Bento allows me to scale myself and the team. Having this automated and set-up so users login and get help right away has saved at least 2 hours per SMB customer. Our customers experience it as part of the product."
Jared Haynes
—
Scaled Customer Success, Ashby
Read the case study
