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Onboarding Tracker

Created by Phil Powis

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About

This app was designed and leveraged at Intuit as a way to track customer account onboarding and ensure that we were meeting objectives, SLA's, and providing the right documentation to customers along the way.The app tracks both onboarding meetings, as well as materials that need to be emailed to customers at specific touchpoints. It is designed in a way that leverages templates - thus vastly reducing repetitive data entry.

Categories

Tags

Information you can track in this app

  • Accounts
  • Onboarding Sessions
  • Materials Sent

Images & documents

Author

quickbase.intuit.com
phil_powis@intuit.com

  • Quickbase user since 2009
  • Apps created
  • Apps shared 61

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

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Onboarding Tracker

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

Not what you're looking for?
View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

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