Account onboarding

Embed Bento directly into your app – don’t send customers to another URL

Notion checklists, Google docs, we all know it gets lost in the shuffle.

Instead, land users directly into your own app. You (and they) can collaborate, change steps, and keep track of progress.

Know when users make progress via Email and Slack notifications.

See which tasks a customer has completed (and who did it).

Customize steps and even complete them on behalf of customers.

Benefits

Reduce time to activation with fewer meetings

Features

Build templates that cover core playbooks, and allow Bento’s branching to take users down the right path.
Check on progress before a call, and tailor the content based on next steps.

David Phillips

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Founder and CEO, Fondo

*not a typo