Onboarding without the chaos
Give your CSMs the tools they need to lead customers to value, not just manage deadlines. Stop the email chase. Start building relationships.
Sound familiar?
These challenges are costing you time and burning you out.
Inbox overload
Endless email threads with customers. You're losing track of what was sent when, and important tasks get buried.
Manual tracking
Spreadsheets and docs everywhere. No single source of truth. You're spending more time on admin than actual customer relationships.
Playing bad cop
Constantly chasing customers for overdue tasks. It's exhausting and it damages the relationship you're trying to build.
How Borda helps
Purpose-built tools that let you focus on what matters: your customers.
Automated Nudges
Borda automatically follows up on overdue tasks so your team doesn't have to play "bad cop" with customers. Focus on relationships, not reminders.
Standardized Playbooks
Turn your best practices into templates. Ensure every customer gets the same premium experience, regardless of who is onboarding them.
Total Visibility
A centralized dashboard shows you exactly which projects are on track and which are at risk, so you can intervene early.
Everything in one place
All tasks, files, deadlines, and communication live in a single shared workspace. No more "Can you resend that email?" or digging through threads.
- Collaborative task lists with due dates
- File attachments and embedded content (Loom, YouTube)
- Real-time activity feed
- @mentions and comments for quick collaboration
- In-space chat for instant communication
Sarah completed
2m ago
Mike commented on
5m ago
Anna uploaded
12m ago
Automated reminders that actually work
Set it and forget it. Borda sends friendly nudges to customers when tasks are overdue – so you can focus on relationships, not follow-ups.
- Automatic email reminders for overdue tasks
- Slack and Teams notifications for your team
- Customer engagement levels (see who's active vs. ghosting)
- Customizable reminder schedules
Reminder sent
Task "Submit documents" is overdue
3 tasks overdue
Auto-reminder in 2h
@team Acme Corp completed setup
Build once, onboard forever
Turn your best onboarding into a repeatable playbook. Create templates manually or let Borda AI generate them from your existing process.
- Create templates from scratch or with Borda AI
- Custom tags for organization
- Clone and customize per customer
- Version control for continuous improvement
SaaS Onboarding
12 tasks
Enterprise
18 tasks
Quick Start
6 tasks
Clone template
Customize for customer
Real results from real teams
Join hundreds of companies transforming their onboarding
Faster onboarding
Faster time-to-value
Saved per week on follow-ups
Give your CSMs the tools they deserve
Stop chasing customers. Start building relationships.
Get Started Free