Audience
Agencies that need help to onboard clients
About ProcessKit
Make your client onboarding process repeatable & predictable. No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time. Use our ready-made process templates or customize your own. Build-in conditional logic, input forms and automations. Continuously improve your process and propagate changes to all your active onboardings. Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks. Checklists, intake forms, and dynamic dates. An organized Kanban view that stays up-to-date automatically. Flexibility to change things up on the fly. All key information, there at a glance. Delegate onboarding tasks. ProcessKit has your team's back. Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more
Whale
Whale is a knowledge & SOP sharing tool that centralizes all of your standard operating procedures, policies, and tribal knowledge so you can better onboard, train, and grow your teams.
Save your team several hours a week by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more.
75+ templates and a powerful editor make it easy to get knowledge out of your experts' heads and into a simple and visually attractive hub.
Grow your team more quickly by making the knowledge they need flow automatically with assignments, flows, and suggestions.
Expert reviews, knowledge gap insights, and reporting dashboards help you understand what's working and what's not.
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Pricing
Starting Price:
$49 per month
Free Trial:
Free Trial available.
Integrations
Company Information
ProcessKit
Founded: 2018
United States
processkit.com
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Product Details
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Cloud
Training
Documentation
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