Guide new customers through checklists, tasks, files and next steps.
For small businesses tired of chasing new customers for details.
One Opeux account — start with Onboard, add more tools later.
Sample Opeux Onboard — customer checklist. Demo data — no real customer information shown.
The problem
- ✕New customers ask the same questions every time
- ✕Onboarding details get lost in email threads
- ✕Nobody knows what's outstanding
- ✕Welcome experience feels disorganised
What you get
- ✓Simple onboarding checklists
- ✓Public link for each customer
- ✓Track progress at a glance
- ✓Collect text responses without email
- ✓Welcome and completion messages
- ✓Activity timeline per customer
- ✓Link onboarding to existing leads, quotes or invoices
Opeux Onboard gives every new customer a clean, branded checklist of the steps to get started, the files to send over, and the meetings to book. You build a reusable onboarding template once, then send a public link to each new customer. They tick items off, upload files, and see a clear progress bar. AI drafts the welcome message and any nudges. It is built for small teams who reinvent onboarding for every client and look slightly chaotic in the first week of a new engagement. You can keep some onboarding steps internal-only, share a clean status page with the customer, and reuse the same template for every new engagement so the experience stays consistent.
How Onboard fits your week
- 1. Build an onboarding template
List the steps, files needed and meetings to book.
- 2. Send a public link to the customer
Branded checklist they tick off and upload to.
- 3. Track progress in your workspace
See what's done, what's pending and what's blocked.
- 4. Nudge stalled steps
AI drafts a polite nudge for steps that have been pending too long.
Inside Opeux Onboard
Build the steps once, reuse for every new customer.
Customer opens a clean link and works through it on their own time.
Customers upload files against the right step — no email back-and-forth.
Both sides see the same progress bar — no 'where are we?' calls.
Some steps are visible to the customer, others are just for your team.
AI drafts a polite nudge when a step has been open too long.
Who uses Onboard
Kick off projects with a clear, calm first week.
Send intake forms, contracts and a starting checklist in one link.
Set up accounts, send credentials, schedule kickoff.
Pre-job checklist for site access, parking, contacts and approvals.
Welcome pack with intake forms and first-session info.
Move-in checklist for new tenants with documents and key handover.
Where AI helps
AI writes a friendly welcome message based on your template.
Clear, customer-friendly descriptions of each step.
Polite nudge when a customer step has been pending too long.
One-line summary of where each customer is in onboarding.
A better alternative to the spreadsheet
A welcome doc that gets out of date the moment you change your process.
First week feels chaotic, full of 'have you sent X yet?' emails.
A live, shared checklist that updates everywhere when you tweak the template.
First week feels professional, with a clear checklist and a visible progress bar.
- ✓Agencies
- ✓Consultants
- ✓Coaches
- ✓B2B service teams
- ·Enterprise customer success suites
- ·In-product user onboarding flows
Is Onboard right for you?
- ✓You sign up more than one new customer a month
- ✓Your onboarding involves files, forms or kickoff meetings
- ✓You want both sides to see the same progress
- ✓You want internal steps separate from customer-visible steps
- ✓You want AI to handle the polite nudges
- ✓You want a branded link, not a Word doc
Frequently asked questions
Do customers need an account?
No — they open a public link and tick steps off.
Can I have internal-only steps?
Yes — some steps are visible to the customer, others only to your team.
Can I reuse a template?
Yes — build once, reuse for every new customer.
Can customers upload files?
Yes — file uploads attach to the relevant step.
Can I see who's stalled?
Yes — the dashboard flags steps that have been pending too long.
Can I brand the public page?
Yes — your logo and colours are applied automatically.