All templates
SaaS customer onboarding
Tallowfield Payroll
Software and ITCustomer serviceClient portalsEvery front door, one table
Lina Morales runs onboarding at Tallowfield Payroll, a payroll service for small employers, and she uses this to give each new customer a portal of setup steps so nobody has to ask what is left before their first pay run.
What it makes
- 5 tables
- 7 views
- 1 form
- 3 sets of dimensions
- 1 digest
- 1 client portal
- 1 booking page
- 1 dashboard
- 1 stage rule set
- 1 notification
- 1 agent