We overhauled the client onboarding process to make it personal, clear and scalable - in less time.
Reduce time-to-value: Lulo tracks time spent on each onboarding project and breaks it down by milestone and touch points relative to your target time. You can access the average time per playbook with just one click.
Streamline your operations: Client-facing teams can create playbooks for each use case and customer persona to streamline their operations and provide a consistent experience to their customers.
Impress your customers: When assigning a playbook to a client account, a client portal gets created with step by step instructions, resources and timelines - a great way to demonstrate professionalism and transparency.
If you're like most client-facing professional, your team is understaffed and overwhelmed. You do everything from onboarding to support calls for your customers... all by yourself!
Say goodbye to rigid onboarding templates and increase customer experience by assigning the playbook that is the most relevant to their use case.
Why put out fires when you can prevent them?
Offer your client a personalized hub to be transparent, aligned and have clarity on how to get the most out of your product.
Stop wasting time nagging customers to get things done, copying and pasting emails or wondering if you forgot anyone.
Let's impress your clients!