How to improve customer success team collaboration and project visibility during onboarding

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Projetly’s Customer Onboarding simplifies SaaS onboarding and professional service delivery with 30+ pre-built templates, intuitive project and task management, health scores, customer portals, and automated reminders. Designed for customer success and onboarding teams, it helps streamline collaboration and ensure smooth, on-time delivery. Get better visibility, reduce chaos, and onboard customers the smart way — with Projetly.

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What to expect from an ideal product

1. Use pre-built templates to standardize onboarding processes so every team member knows exactly what needs to be done and when
2. Track project health scores in real-time to spot potential issues early and keep everyone on the same page about customer progress
3. Give customers access to dedicated portals where they can see project status, reducing back-and-forth emails and confusion between teams
4. Set up automated reminders for key milestones and tasks so nothing falls through the cracks during handoffs between team members
5. Manage all onboarding tasks and projects in one centralized place so teams can easily see workloads, deadlines, and who's responsible for what